Settings and activity
69 results found
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411 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
An error occurred while saving the comment 
Sarah Jacobs
supported this idea
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64 votes
An error occurred while saving the comment Sarah Jacobs
commented
When I send a remittance advice using the new bills screen, Xero notes it as a receipt email - this is the wrong terminology and needs to be changed to 'remittance advice'
An error occurred while saving the comment Sarah Jacobs
commented
Why is the supplier name in bold, but the reference isn't? They are both hyperlinks. This is inconsistent and not user friendly. I would prefer the supplier name not to be bold as it feels like Xero is shouting at me
Sarah Jacobs
shared this idea
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…An error occurred while saving the comment Sarah Jacobs
commented
I agree, having a choice of up to 200 would be good, like in many other areas of Xero, I also agree with the comments on the excessive white space.
The compact view increases the number of transactions I can see without scrolling from 3 to 4, which is laughable. The compact view needs to be much more compact, with more information visible to reduce inefficiencies caused by scrolling and clicking.Having more information visible without scrolling and/or clicking is essential to improving time efficiencies. This concept applies to the bank reconciliation and all other sections of Xero. Developers need to remember this.
Sarah Jacobs
supported this idea
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An error occurred while saving the comment Sarah Jacobs
commented
Way too much white space between transactions
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501 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Sarah Jacobs
commented
agreed. you don't necessarily want to allocate a credit note to a bill, but just want to reconcile it against the payment
Sarah Jacobs
supported this idea
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94 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Sarah Jacobs
commented
agreed - you should be able to copy a bill to a credit note
Sarah Jacobs
supported this idea
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3 votes
An error occurred while saving the comment Sarah Jacobs
commented
Agreed! Whilst it’s great that Xero is advising us of changes in advance, but the pop ups are very annoying as it takes up more of the screen so there’s less room for transactions, plus the pop up keeps re appearing when I return to that page.
Why can't I close the pop up forever?
Why aren’t you using the notifications for this?Sarah Jacobs
supported this idea
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150 votes
An error occurred while saving the comment Sarah Jacobs
commented
I always adjust any invoices I void to a zero balance with an explanation in the description and add 'voided' to the reference to avoid this problem, in case I have not excluded voided invoices when I run a report.
However, I would prefer that voided invoices are not deleted entirely as there should be included on audit reports -
104 votesSarah Jacobs
supported this idea
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87 votesSarah Jacobs
supported this idea
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556 votes
Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.
Sarah Jacobs
supported this idea
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672 votes
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
Sarah Jacobs
supported this idea
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An error occurred while saving the comment Sarah Jacobs
commented
Agreed
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185 votesSarah Jacobs
supported this idea
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13 votesSarah Jacobs
supported this idea
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187 votes
An error occurred while saving the comment Sarah Jacobs
commented
I agree with Edelnet: I also highlight the invoice summaries on the screen, and copy and paste them into a spreadsheet. A rather laborious process. Plus the reference field is truncated, so doesn't give me all the info I require in my spreadsheet.
Sarah Jacobs
supported this idea
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9 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
An error occurred while saving the comment Sarah Jacobs
commented
I generally merge these small value suppliers or use a generic contact name ie 'BP Petrol' regardless of which servo the petrol was purchased at
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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 📢
Sarah Jacobs
supported this idea
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16 votes
Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology.
Over the coming months you'll see some visual changes as we build and release these updates to Bills.
While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement.
An error occurred while saving the comment Sarah Jacobs
commented
When you modernise the bills section, please don't use too much white space.
I want to see as many transactions on these screens as possible, without searching or scrollingSarah Jacobs
supported this idea
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44 votes
An error occurred while saving the comment Sarah Jacobs
commented
Agreed - then we wouldn't need the bulk merge functionality :)
Sarah Jacobs
supported this idea
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30 votesSarah Jacobs
supported this idea
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14 votesSarah Jacobs
supported this idea
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Yes, all set-up screens should have import/export functionality