Settings and activity
22 results found
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36 votes
Thanks for the detail of why the Short term cashflows option is not viable for you here, Karl.
We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made.
Joanne Geary
supported this idea
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285 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Joanne Geary
supported this idea
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327 votes
Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.
Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers.
While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.
Joanne Geary
supported this idea
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653 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Joanne Geary
supported this idea
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5 votes
An error occurred while saving the comment Joanne Geary
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22 votesJoanne Geary
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75 votes
An error occurred while saving the comment Joanne Geary
commented
This is essential. Especially now we have 50 transactions on one page. Its even further to scroll down now.
Joanne Geary
supported this idea
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27 votesJoanne Geary
supported this idea
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715 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.
Joanne Geary
supported this idea
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625 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Joanne Geary
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74 votesJoanne Geary
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412 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Joanne Geary
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152 votesJoanne Geary
supported this idea
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761 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Joanne Geary
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119 votesJoanne Geary
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404 votes
Hi all, appreciate the interest in this idea and its importance to help reduce eye strain and headaches for improved user comfort, especially during extended usage.
We understand that this has been a longstanding request, and we genuinely appreciate your patience and dedication to making Xero an even better platform for all.
While this may be a function we look to explore in the long-term, we want to be upfront that this is not something we'll be developing in the near term due to the complexities involved and the need to prioritise other impactful updates. We know that this may be disappointing but hope that this provides some clarity.
In the meantime, as some users have mentioned you may be able to use a third-party app like Google's High Contrast, which allows you to change the colour on your screen to make it easier to read.
Joanne Geary
supported this idea
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158 votes
An error occurred while saving the comment Joanne Geary
commented
It would be extremely useful to have the page numbers and the next/end buttons at the top on all pages the page numbers are on. This would then save time scrolling all the way to the bottom to press it when you know you want to go to the last page (in the case of the bank rec this is the most recent items!)
Joanne Geary
supported this idea
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713 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!
Joanne Geary
supported this idea
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75 votes
Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.
Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.
If there are any plans made we'll share here.
An error occurred while saving the comment Joanne Geary
commented
When I save an invoice to a PDF it formats the name as Invoice INV-0100, when I save a quote it saves it as Quote QU0078 (even though it is QU-0078), it also saves a PO as Purchase Order PO0235 (even though its PO-0235)
This is inconsistent.Joanne Geary
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69 votesJoanne Geary
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When in the product page it would be very helpful to have a button to either raise a purchase order or quotation and have it filled out with the details that you have in the product page.