Settings and activity
16 results found
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260 votes
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Stephanie Leito
supported this idea
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160 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
An error occurred while saving the comment Stephanie Leito
commented
Feature to Email all active customers
Sometimes there are price increases on certain products and we need to email the customers about it. Or maybe an update on the terms and agreements, or just to send out a Christmas greeting to all active customers.
I need to extract the file, filter it, and then send the email from Gmail
Would be great if we could have a feature that emails all customers from Xero directlyMaybe creating a filter on the sales account from the customer's profile would also help
Stephanie Leito
supported this idea
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410 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Stephanie Leito
supported this idea
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10 votes
An error occurred while saving the comment Stephanie Leito
commented
I need the graph!
I also need for it to show just the open invoices like before
I also need for it not to turn 0.00 when it is paid which forces me to open all of them one by one to see the amount............
I need the old customer and edit layout back without all the tabs to click click clickStephanie Leito
supported this idea
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51 votes
Hi Paul-John, appreciate your feedback here. Our team are constantly reviewing new as well as sharing and rallying for many of the trending ideas across the site here.
Hopefully you feel more of the interaction overtime.
We take ideas seriously and this does mean sometime may need to be put into evaluating an idea internally before it's position is updated in the community here. There are many factors that weigh into the product decision and development process that extend beyond the site alone and some ideas require careful consideration from multiple areas and people throughout the business. Where possible we will do our best to openly set expectation and you can use the Status of an idea to better understand it's position.
Stephanie Leito
supported this idea
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An error occurred while saving the comment Stephanie Leito
commented
@Soonam Hwang if they are laying off so many people, I fear for my data, they can go bankrupt and take all my administration with them....good time to look for an alternative, they have shown they don't care about their customers anyway
An error occurred while saving the comment Stephanie Leito
commented
@Kelly, Xero has shown you don't appreciate any feedback or take any ideas seriously with your actions....................just take a look at the top-voted ideas with the most comments........................
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137 votesStephanie Leito
supported this idea
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40 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Stephanie Leito
supported this idea
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32 votesStephanie Leito
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28 votesStephanie Leito
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65 votesStephanie Leito
supported this idea
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405 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.
Stephanie Leito
supported this idea
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551 votes
Hi team, further on from our last update we are extending the ability to automatically record Xero subscription invoices in your organisation to UK customers via einvoicing.
As a first cut 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 need to enter your businesses VAT. Over the following months we'll be building on the experience so you can eventually choose this option from the online invoice itself. We'll keep you updated of progress for this, here.Stephanie Leito
supported this idea
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572 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
Stephanie Leito
supported this idea
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596 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Stephanie Leito
supported this idea
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963 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Stephanie Leito
supported this idea
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106 votes
Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.
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 account numbers to be automatically generated for 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 we will provide an update here when there's more details to share.
Stephanie Leito
supported this idea
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I have been using Xero for 3 years now and they have only been removing good features and then adding them back when the ACTUAL users complain in the forum and when they add them back they act as if its a brand new thing they did.
Every change has been for the worse!
The only good thing they ever did was add hyperlinks in the statement so the customer can see their invoices when they click on it.
I wonder about the future of Xero and how safe my data is, as its choices are not customer-friendly. It shows it doesn't want to keep its customers at all.