Settings and activity
66 results found
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144 votes
Hey community, thank you for continuing to highlight how important multi-level approvals for paying bills can be for teams of all sizes. We’re currently building a customisable bill approval workflow into Xero that'll let admins set rules based on factors such as amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. ✨
Approvers will be able to take action in Xero, with a digital audit trail captured in history and notes to identify who approved a bill and when - Helping to keep the approval chain moving. You can read more about our direction in our update on The Long and Short of It.
I’ll come back to share as this begins to officially rollout.
Daniel Harcombe
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540 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Daniel Harcombe
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39 votesDaniel Harcombe
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544 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Daniel Harcombe
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59 votesDaniel Harcombe
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18 votes
Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
An error occurred while saving the comment Daniel Harcombe
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76 votesDaniel Harcombe
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57 votesDaniel Harcombe
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18 votesDaniel Harcombe
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47 votesDaniel Harcombe
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10 votes
An error occurred while saving the comment Daniel Harcombe
commented
Would be great to be able to easily include the Business snapshot in Management Report
Daniel Harcombe
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9 votesDaniel Harcombe
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46 votesDaniel Harcombe
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22 votesDaniel Harcombe
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221 votesDaniel Harcombe
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60 votes
HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
Daniel Harcombe
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1,175 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
- 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
Daniel Harcombe
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346 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Daniel Harcombe
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6 votesDaniel Harcombe
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12 votesDaniel Harcombe
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An error occurred while saving the comment Daniel Harcombe
commented
Import the tax depreciation schedule into tax return
Quantity Surveyor Reports (QSR) are often provided in Excel format, would be great for these to be able to be imported into a tax return & Xero Blue
Have the ability to set a default bank account for e-invoicing for clients to pay into
When an e-invoice is sent, it asks for the bank account to show on the invoice which takes time & there is a risk of selecting the wrong bank account.