Settings and activity
116 results found
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65 votes
Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact.
Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors.
Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.
We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here.
Emma Rosenblatt (Accounts)
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185 votesEmma Rosenblatt (Accounts)
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332 votesEmma Rosenblatt (Accounts)
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201 votesEmma Rosenblatt (Accounts)
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224 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.Emma Rosenblatt (Accounts)
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246 votesEmma Rosenblatt (Accounts)
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460 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Emma Rosenblatt (Accounts)
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350 votesEmma Rosenblatt (Accounts)
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621 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
Emma Rosenblatt (Accounts)
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123 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
Emma Rosenblatt (Accounts)
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An error occurred while saving the comment -
56 votes
Hi everyone, thanks for voting and sharing your feedback here.
From the Contacts page you can already click the quick link to the official ABN lookup page to verify a number yourself. Our product team have reviewed the commentary here and appreciate that the ability to do this from within Xero would enhance the process, however at this stage there are no firm plans or timelines surrounding this. As always we'll be sure to return here if there's more news to share 📢
An error occurred while saving the comment Emma Rosenblatt (Accounts)
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This is a great idea! This could make data entry much faster by auto populating any data from the ABN search.
Emma Rosenblatt (Accounts)
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71 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
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Would be a great addition! Great communication for all staff to view that are working on the project. Being able to add images to the notes would be good too.
Time stamped notes is a must with the users name that made the note.
The ability to Pin a note would be very helpful too. So anything major throughout the project duration everyone can see the note.
A really good feature would be the ability to select what level of access can see the note. Or notes or the Profitability page can only be seen by staff with full access and notes on the main page everyone can see.
For example, I have a project that I would like to add a note to now explaining why it hasn't been closed, as it is an old project that is waiting on something. But that something is taking forever and everyone keeps forgetting why it is still open.
Emma Rosenblatt (Accounts)
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5 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
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This would be a massive help as it reduce time spent making another project and prevent errors of missing any expenses or tasks.
Emma Rosenblatt (Accounts)
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13 votesEmma Rosenblatt (Accounts)
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78 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
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This would be a great feature to have the option to build a project more autonomously. Also makes a lot more sense for the process to be make a quote first and then the project.
If there was a button when viewing the quote that allowed a project to be developed right from that screen. Or once the quote is approved if a pop up asked us if we would like to generate a project now. This could take us straight to the screen where you fill out the form for a 'New in progress project' or 'New draft project'.
Emma Rosenblatt (Accounts)
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4 votesEmma Rosenblatt (Accounts)
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9 votesEmma Rosenblatt (Accounts)
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31 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
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This would be much more efficient for time!
Emma Rosenblatt (Accounts)
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157 votesEmma Rosenblatt (Accounts)
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302 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
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Not having this feature is starting to create a lot of issues for us as well...It is looking very unprofessional on our part as well.
Emma Rosenblatt (Accounts)
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I agree with a lot of the comments on this post. The 'Account #’ should be the unique identifier.
And the account number needs to be alpha &/or numerical.
We have many contacts for the same organisation each for different aspects of the business. Not having this feature is creating a lot of headache.