Settings and activity
6 results found
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134 votes
Hi everyone, thanks for your feedback on automatic remittance sending.
We understand the efficiencies this could provide to your workflows and it's something our product team have reviewed and are interested in developing, however we do not have this work planned just yet. We’ll let you know here if there’s any more news about this in our future roadmap.
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Shirley Yao
commented
Yes please!!!!!!!!!!!!!!! Xero team, this kind of delay for such an easy yet fundamental functionality is rather disappointing and frustrating.
An error occurred while saving the comment Shirley Yao
commented
Hey Xero, I think it is a really fixed , since you have functionality to set invoice reminder , why cannot you add this to your automation list . To be honest I often forget to manually send out remittances .
Shirley Yao
supported this idea
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33 votes
An error occurred while saving the comment Shirley Yao
commented
This is a basic fuction in an accounting/finance system. How is that helpful to find a journal by narrative. If you want to help SME grow, help them with effeciency
An error occurred while saving the comment Shirley Yao
commented
Yes, please add journal ID in manual journal. All the ERP systems I've used have the funactionality to search by journal ID NOT by description ! And please add a column for Journal ID rather need to click into the journal to see the journal ID. Journal Reports under Reports is not that helpful because when you click the DR/CR account it does not take back to the journal grrr.
Shirley Yao
supported this idea
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323 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment Shirley Yao
commented
Very important to my organisation. Each budget holder/Snr manager should only be able to see their own area's budget and P&L. Also for Invoice Only role should be able to view some of the reports as well. Please work on this request !
Shirley Yao
supported this idea
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17 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
Shirley Yao
supported this idea
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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Shirley Yao
supported this idea
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584 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Shirley Yao
supported this idea
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Xero stop doing those superfacial improvements , touch up to make it pretty . Do something practical actually help business to deal with their daily challenges !