Settings and activity
19 results found
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3 votes
Kate Smith
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3 votesKate Smith
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25 votes
An error occurred while saving the comment Kate Smith
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2 votesKate Smith
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270 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Kate Smith
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67 votesKate Smith
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5 votes
An error occurred while saving the comment Kate Smith
commented
I would also like to have the option for Xero to give a warning if a transaction is dated a certain amount of days before the current date. For example if today is 1st March and I try to date a transaction 30th October it will warn me the transaction date is more than 30/60/90 days in the past
Kate Smith
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34 votes
Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
Kate Smith
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An error occurred while saving the comment Kate Smith
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It would be great to have a tick box (or similar) in each rule so you can choose if you want it to auto-reconcile or not. By default it should be ticked, but with the option to untick.
For example, i think for some clients it would be good for them to still review and click "ok", but there's others with a large amount of transactions that would really benefit from auto-reconciling rules. -
86 votesKate Smith
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29 votesKate Smith
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8 votesKate Smith
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63 votesKate Smith
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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…
Kate Smith
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263 votesKate Smith
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108 votesKate Smith
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670 votes
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
Kate Smith
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28 votes
Hi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
An error occurred while saving the comment Kate Smith
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Agreed Emma! It would be great to just be able to lock the bank
Kate Smith
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964 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…
Kate Smith
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4 votesKate Smith
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I agree. As an accountant I would love to see a report that captures all of that information.