Settings and activity
11 results found
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91 votes
Hi community, we really value all feedback that has been shared through this idea to help our product teams understanding of the needs here.
Enabling this capability has been closely considered and we understand the importance of this feature for customers that make monthly PAYG income tax instalments.
However, we want to be upfront that this work has not been roadmapped yet.
This will continue to be a feature raised in our product teams regular planning sessions and I'll be sure to share if there are any updates on this, here. Thanks
Edelyn Sanchez
supported this idea
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132 votes
Hi everyone, we wanted to share another update here. The ability to schedule and send a one-off invoice at a date and time that works best is now available to all organisations.
You can find this feature in the send window by clicking the dropdown arrow next to the Send email button.
As mentioned in my last update, we understand there’s strong interest in extending this functionality to repeating invoices as well. While this isn’t currently in the pipeline, it’s something our product team will closely consider as they shape the future of repeating invoices in Xero.
I’ll be sure to share any further updates with you here.
Edelyn Sanchez
supported this idea
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248 votesEdelyn Sanchez
supported this idea
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36 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Edelyn Sanchez
supported this idea
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217 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Edelyn Sanchez
supported this idea
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62 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
An error occurred while saving the comment Edelyn Sanchez
supported this idea
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548 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
Edelyn Sanchez
supported this idea
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346 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
Edelyn Sanchez
supported this idea
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534 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…
Edelyn Sanchez
supported this idea
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163 votes
Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.
An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.
We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.
An error occurred while saving the comment Edelyn Sanchez
commented
If this can be added it would be very helpful
Edelyn Sanchez
supported this idea
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60 votesEdelyn Sanchez
supported this idea
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An error occurred while saving the comment Edelyn Sanchez
commented
It would be very helpful for businesses under construction industry to have a column for retentions as department of housing usually withheld amounts under retention before the jobs are complete and only then these retentions are released
This will be very helpful for running 2k+ bills (in a month) that are to be paid at a specific date. This will help streamlining client's process in payables.