Settings and activity

4 results found

1. Contacts - Add IBAN in account number and Swift in Routing number

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   23 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact. 

   
   

   Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors. 

   
   

   Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.

   
   

   We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here. 

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   Susan Crawford commented  ·  21 September, 2023  ·  Edit…  ·  delete…

   When moving to BACS this is vital information that we need to include

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   Susan Crawford supported this idea  ·  21 September, 2023

2. Sales Invoices- Flag as 'in dispute / query'

   459 votes

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   submitted  ·  135 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Susan Crawford supported this idea  ·  28 September, 2022

3. Invoicing - Customers to pay deposits on invoices

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   338 votes

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   120 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please fill in this short form. Our research team will be in touch with many of you over the coming months. Though we won’t be able to invite everyone into every stage, we’ll return to round out on their outcomes and how this forms our next steps.

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please … more

   Susan Crawford supported this idea  ·  28 September, 2022

4. Proforma Invoice - Ability to apply part payments before converting to invoices

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Susan Crawford supported this idea  ·  28 September, 2022