Settings and activity
11 results found
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5 votes
Katherine Ward
shared this idea
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610 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.
Katherine Ward
supported this idea
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767 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Katherine Ward
supported this idea
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350 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Katherine Ward
supported this idea
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33 votesKatherine Ward
supported this idea
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An error occurred while saving the comment Katherine Ward
commented
The WorkRide Scheme prides itself on being fully tax compliant according to the scheme website, so Xero Payroll needs to address this urgently otherwise it is not providing tax compliant outcome for employers.
Katherine Ward
shared this idea
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62 votes
Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template.
Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers
We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports.
We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.
Katherine Ward
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4 votesKatherine Ward
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112 votesKatherine Ward
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156 votes
An error occurred while saving the comment Katherine Ward
commented
Please please fix this ASAP. There is currently no way of linking an imported bill from Hubdoc to the Xero purchase order. And there is no clear method of referencing the Xero bill entry to the PO (unless you copy to bill in Xero PO screen)
Katherine Ward
supported this idea
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10 votesKatherine Ward
supported this idea
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4 votesKatherine Ward
shared this idea
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It is very common for invoices to be approved by one person in a business, but emailed out by a different person (for checking correct email address and using different email template options for example). So now we have to click more times to find the "approve" button. Please introduce ability to change the default button - this would give us choice and suit everyone's needs.