Settings and activity
14 results found
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213 votes
Hi community, we wanted to provide an update as we've been working on development for accepting deposit payments(another highly voted idea).
This week we began rolling out a solution for deposits powered by Stripe to a limited group of users. We know this functionality will also bridge the gap for customers in this idea, and have included anyone that's voted here and is connected to Stripe in this early rollout. We'd love to hear your feedback - You'll receive a banner in your organisation on how to use this feature.
I'll be back again with more news as the rollout progresses. 😊
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Chonda Shupe
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An error occurred while saving the comment Chonda Shupe
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I'm just going to copy Michaels post below. I just cannot believe we have went through all the steps to get it set up. Reached out to all our tenants with full detail instructions on how to make payments through Xero and they cannot pay partial rent payments when they have the money on hand.
We are in the year 2024 aren't we!
This should be a simple feature already implemented so customers can pay deposits, part payments or with multiple cards.
Please hurry this process up, it's costing my business money. -
5 votes
Hi Nina, this is something I'd recommend engaging your financial institution or bank about. While you can set up and create a payment in Xero, the confirmation of funds transfer would come at the point the money is paid from your actual bank account to the suppliers bank account.
If your suggestion however is from the Sales side where you'd like to request your own customers provide proof of payment for invoices you send to them perhaps this could be worked into your organisations branding as part of the payment terms?
Chonda Shupe
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10 votes
Good to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions?
Chonda Shupe
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11 votes
Hi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
Chonda Shupe
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58 votesChonda Shupe
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65 votes
Hi team, thanks for your interest and sharing in this idea. We appreciate if you're making manual payments against an invoice and have more than one to apply, why you'd like to remain on that invoice, however we want to be open that this isn't something we have planned right now.
Chonda Shupe
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8 votes
Hi team, appreciate the continued engagement in the idea here, apologies I've not returned to update before now.
I want to be upfront that we don't have any plans for changing the logic of search results in the near term. However, I felt it might help to explain how this is working at present to understand results you may be seeing - Global search considers several factors in deciding which results to display, and in what order. These factors include, but aren't limited to:
- Document type – Document types searched most often get priority in the order of the search results. Contacts and invoices appear at the top of the results, as they’re the most popular search.
- Term frequency – The frequency the term you search for appears in the document.
The top 25 results across all search categories in Xero. To limit the search to one specific category, click…
Chonda Shupe
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478 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Chonda Shupe
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467 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
Chonda Shupe
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466 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Chonda Shupe
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646 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
Chonda Shupe
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692 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
Chonda Shupe
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1,070 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Chonda Shupe
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9 votesChonda Shupe
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PLEASE make this an option. Our customers need to be able to make partial payments. Some customers pay in full, others make payments. This is SO important for us.