Settings and activity
27 results found
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4 votes
An error occurred while saving the comment Cath Lamb supported this idea ·
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57 votes
An error occurred while saving the comment Cath Lamb commented
Filter/ Search/ Anything to make it easier!
Cath Lamb supported this idea ·
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214 votes
An error occurred while saving the comment Cath Lamb commented
Why would we want to create a contact group if not to treat them as one company? For companies with different branches and addresses but one central accounting department this is essential
Cath Lamb supported this idea ·
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289 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Cath Lamb supported this idea ·
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279 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Cath Lamb supported this idea ·
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550 votes
Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
Cath Lamb supported this idea ·
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487 votes
Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.
Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.
I want to assure you we'll keep reviewing this idea, and will share as soon as there's…
Cath Lamb supported this idea ·
Ability to order search results by date. When I search for an amount or contact and click on bank transactions it gives the results in a totally random order. I end up scrolling through pages and pages trying to pick out certain dates. Please can we have a filter or sort function. Or at least give the results in date order