Settings and activity
90 results found
-
32 votes
Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.
The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.
For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.
Elise McKinnon
supported this idea
·
-
36 votesElise McKinnon
supported this idea
·
-
49 votesElise McKinnon
supported this idea
·
-
25 votesElise McKinnon
supported this idea
·
-
307 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
Elise McKinnon
supported this idea
·
-
3 votes
An error occurred while saving the comment An error occurred while saving the comment Elise McKinnon
commented
Take a photo of a receipt in the Xero app and upload directly to draft bills. Xero automatically prefills readable data.
Elise McKinnon
supported this idea
·
-
534 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Elise McKinnon
supported this idea
·
-
14 votesElise McKinnon
supported this idea
·
-
15 votesElise McKinnon
supported this idea
·
-
42 votesElise McKinnon
supported this idea
·
Thanks for your reply!
It was specifically for clients that are always on the go ie. tradies, hairdressers, labourers, etc. They don't necessarily have time to scan/photograph and email a receipt through to Xero for us to then approve & match the bill.
Does HubDoc allow for the photo just to be uploaded into bill section same as emailing?