Settings and activity
6 results found
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228 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
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Paul Jackson
commented
Would save a huge amount of time especially at month end
Paul Jackson
supported this idea
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219 votes
An error occurred while saving the comment Paul Jackson
commented
a huge time saver
Paul Jackson
supported this idea
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123 votesPaul Jackson
supported this idea
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32 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Paul Jackson
shared this idea
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60 votes
Hi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.
While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.
For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.
Paul Jackson
supported this idea
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403 votes
Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!
As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.
If you'd be interested in being a part of our early release, please fill out this form.✍️
While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…
Paul Jackson
supported this idea
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@RhysRoberts - can't agree more with your second paragraph