Settings and activity
13 results found
-
51 votes
Zev Hershkowitz
supported this idea
·
An error occurred while saving the comment -
15 votesZev Hershkowitz
shared this idea
·
-
407 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
Zev Hershkowitz
supported this idea
·
-
136 votes
An error occurred while saving the comment Zev Hershkowitz
commented
This is very important.
It would help when importing payroll from 3rd party processors which is currently a huge pain in Xero.QuickBooks has this feature. I can't believe we have to ask for it here.
Zev Hershkowitz
supported this idea
·
-
27 votesZev Hershkowitz
supported this idea
·
-
18 votes
An error occurred while saving the comment Zev Hershkowitz
commented
This is very important for bank transactions that have to be split into multiple accounts.
I'm losing faith in Xero. Suddenly QuickBooks pricing seems justified.Zev Hershkowitz
supported this idea
·
-
24 votesZev Hershkowitz
supported this idea
·
An error occurred while saving the comment Zev Hershkowitz
commented
Hi, why can't we collect ACH payments through Stripe just like you offer GoCardless (which isn't really free)?!
The same pay now link used to collect cc info should also be able to collect bank info for ACH. Just like when sending invoices from Stripe directly.
Zev Hershkowitz
shared this idea
·
-
194 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Zev Hershkowitz
supported this idea
·
-
401 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Zev Hershkowitz
supported this idea
·
-
964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Zev Hershkowitz
supported this idea
·
-
413 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Zev Hershkowitz
supported this idea
·
-
131 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
Zev Hershkowitz
supported this idea
·
-
572 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
Zev Hershkowitz
supported this idea
·
Hi, it would be very helpful if we can add a default tracking category when adding a new product or service.
This would come in very handy when needed to pull report by product category.
Thank you.