Settings and activity
37 results found
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44 votes
Maggie Kavanagh
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63 votesMaggie Kavanagh
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67 votesMaggie Kavanagh
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolling out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.
This…
Maggie Kavanagh
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65 votesMaggie Kavanagh
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427 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Maggie Kavanagh
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23 votesMaggie Kavanagh
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319 votes
An error occurred while saving the comment Maggie Kavanagh
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46 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Agree Valentino, that makes no sense. There are so many missed opportunities on Xero for the user to choose export fields.
Maggie Kavanagh
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6 votesMaggie Kavanagh
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37 votes
An error occurred while saving the comment Maggie Kavanagh
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Bills list - needs more useful fields so that we can find all bills for a specific project/tracking category for example. Allow the user to select the fields they want to see on the Bills list, rather than having fixed columns.
Maggie Kavanagh
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42 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Accounting - Employee Contact Details Report - need to allow user to select more columns/fields. Why is it so basic? Can't even include DOB.
Maggie Kavanagh
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16 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Payroll Employee details export - allow the user to select the required fields (as you can on any database system) and export all selected employees' data. The current set up of downloading one employee at a time is useless. (Accounting Employee details report is not an alternative, only a basic list of addresses with very few fields/columns to choose from - not even DOB)
Maggie Kavanagh
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29 votesMaggie Kavanagh
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8 votesMaggie Kavanagh
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4 votes
An error occurred while saving the comment Maggie Kavanagh
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Totally agree with Korene. The accounts have no numbers and there is not even the option to sort by alpha order. I think they might be in number order without the number being displayed. This error is poor and should not have been released for customers to have to feed it back.
If this is a new development then why not have the number field and name field so that people can select by either. But to remove the numbers and leave a random list of many many accounts in no order at all is a major error.
Obviously many of these 'new' layouts have not been tested at all by Xero - basic functions being lost. Leaving the testing to customers is lazy and bad business.Maggie Kavanagh
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65 votes
Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact.
Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors.
Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.
We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here.
An error occurred while saving the comment Maggie Kavanagh
commented
Customers should not be directed to the Product Ideas section when raising this issue. This is not a new wishlist - Xero have broken an existing process and should immediately reinstate the ability to enter an IBAN. When designing updates why on earth would you not consult with customers who actually use Xero on a daily basis. Pointless having in house designers who do not even run their own business!
Maggie Kavanagh
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Agree with Alison Walker completely. I hope Xero will soon allow approval reversals for purchase ledger invoices (Xero BILLS), as we need to be able to maintain the history of each Bill across our systems. And every action is detailed within the Bill's log anyway.