Settings and activity
6 results found
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264 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
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Marco Brown
commented
So frustrating David. Very disappointed that basic things are not available in Xero and they do not seem to care to develop these with any sense of urgency!
An error occurred while saving the comment Marco Brown
commented
Critical for our many school clients to send / print statements by grade / class groups. Did not know such a simple thing is not possible in Xero and Xero is never interested to quickly develop a solution. In fact Xero seems to ignore these ideas pages altogether !
Marco Brown
supported this idea
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416 votes
Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
An error occurred while saving the comment Marco Brown
commented
Some suggestions (critical in nature) have been ignored since 2014!
Marco Brown
supported this idea
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502 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Marco Brown
commented
Critical !! (Umpteenth and counting)
An error occurred while saving the comment Marco Brown
commented
Critical !! (umpteenth comment)
An error occurred while saving the comment Marco Brown
commented
Exactly my problem Cheryl! So frustrating. And the user roles don't make sense, for example the debtors clerk has no access to the accounts receivable reports. I wish they can tackle this issue with the urgency it deserves.
An error occurred while saving the comment Marco Brown
commented
Come on Xero, some of your access levels does not make sense.
For example, I have a client that has a junior finance person with invoice-only access who processes invoices and in some instances takes cash from customers, process the cash payment and must issue a receipt to the customers. But unfortunately the same person who processed the receipt cannot print it! Unfathomable!
Come on Xero, your whole access needs re-looking at with a wide variety of options where the administrator can tick what a person has access to NOT pre-designed and fixed by Xero. It's just not working.
Marco Brown
supported this idea
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11 votes
An error occurred while saving the comment Marco Brown
commented
The watchlist is a good idea for the dashboard but can potentially be more useful as it ends up looking a bit messy.
I have a similar idea to the grouping idea proposed.
Currently when you add accounts to the watchlist, they fall into alphabetical order and you cannot re-arrange it in any way to make more sense for your own particular circumstances.
I have cases, for example with public schools clients, where an income item and expense item might be related but they fall in very different spots far from each other on the watchlist and so loses it's impact and usefulness.
What I propose are two things :
1. Have the ability to group two or more related income and expense accounts together on the Watchlist (e.g. Income - Fundraising and Fundraising Expenses)
2. Have the ability to link the two or more related items together so that it can give a result showing a surplus/deficit (or profit / loss).
Please see attached example I created which illustrates what it should look like.
Also, there could be two sections to the Accounts Watchlist, one being Profit and Loss section and the other Balance Sheet section, which will make things much clearer for users, especially non-financial view only users (like a school governing body chairperson).
Hope this suggestion finds support out there :)
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13 votesMarco Brown
shared this idea
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334 votes
Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
An error occurred while saving the comment Marco Brown
commented
We need to have a feature where one can do journals between contacts (debtors and debtors, creditors and creditors and between debtors and creditors) and also between said contacts and the general ledger as sometimes temporary entries are needed that will be reversed a while later. This can be assigned to a higher access level users and not all users. Thanks
@ David Champ. We have a similar workaround and it's the best we're going to get from the Xero system as the developers are completely ignoring these threads.