Settings and activity
8 results found
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36 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
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Julie Gilchrist
supported this idea
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1,433 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.
An error occurred while saving the comment Julie Gilchrist
commented
We're currently looking at switching to Zoho for subscription invoicing and CRM. It offers more features than Xero in this space and comes at a much lower cost compared to HubSpot, which we currently use for CRM but doesn't handle subscription invoicing to our requirements. While Zoho does include its own accounting platform, we’ll continue using Xero (it integrates with Zoho), as it suits our core financial needs and aligns with the broader systems used across our larger group of businesses.
An error occurred while saving the comment Julie Gilchrist
commented
I want to be able to add phone numbers for the extra contacts.
Julie Gilchrist
supported this idea
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77 votesJulie Gilchrist
supported this idea
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An error occurred while saving the comment Julie Gilchrist
commented
Xero, you're teasing us by limiting this great feature to standard branding templates.
We rely on custom DOCX templates specifically for our problematic payers, as it allows us to emphasize overdue amounts clearly using a different colored font. Extending this feature to DOCX templates would greatly help businesses like ours manage late payments more effectively. -
337 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Julie Gilchrist
supported this idea
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5 votes
An error occurred while saving the comment Julie Gilchrist
commented
Credit notes can be standalone, issued independently, not linked to a specific invoice. These are often used for customer goodwill, refunds, or adjustments unrelated to a specific invoice. It would make complete sense that there would be a link to the credit note via the statement.
Julie Gilchrist
supported this idea
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287 votesJulie Gilchrist
supported this idea
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1,089 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Julie Gilchrist
commented
Perhaps it is in the 'too hard basket' since the amount due will continuously increase the longer the invoice is left unpaid. I calculate the interest only when I send it off to the debt collector.
Julie Gilchrist
supported this idea
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27 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
An error occurred while saving the comment Julie Gilchrist
commented
Totally agree. It also needs the ability to report spend with the actual supplier, so we know where all the money is going. See my Xero request:
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45403351-expenses-claim-access-to-suppliers-when-paid-withJulie Gilchrist
supported this idea
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It's a pointless feature if you have to check the auto-reconciled transactions and without the authority to:
a) turn it off selected bank feeds
b) option in bank rules to opt-out a contact
c) option in contact account details to opt out