Settings and activity
10 results found
-
87 votes
Hi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.
We're keeping a close eye on the interest for this here and will share if there are any plans made.
Michelle Maurice
supported this idea
·
-
142 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
An error occurred while saving the comment Michelle Maurice
shared this idea
·
-
52 votes
Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
Michelle Maurice
supported this idea
·
-
52 votes
Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
Michelle Maurice
supported this idea
·
-
69 votes
Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
An error occurred while saving the comment Michelle Maurice
commented
I want the batch deposit to show the customers bank account numbers so I can import that batch deposit for my accounts receivable to my bank so they can do my direct debits for my customers who want to pay via direct debit.
The same way we can do a batch payment for accounts payable. Should be able to do the same for accounts receiveable. I don't want to use go cardless or other ones the same as my bank can do it way cheaper.Michelle Maurice
supported this idea
·
-
171 votes
An error occurred while saving the comment Michelle Maurice
commented
Cash coding needs to be added to the starter plan at least for the Adviser role.
I literally hate putting any clients on the Starter plan because this cash coding is missing. I have told some clients to stick to the cashbook version and to do their invoices on excel. -
160 votesMichelle Maurice
supported this idea
·
-
15 votes
Hi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
Michelle Maurice
supported this idea
·
-
164 votesMichelle Maurice
supported this idea
·
An error occurred while saving the comment Michelle Maurice
commented
Yes add notes and reminders so when we log into a clients Xero we can see notes straight away that we might have added last time or a reminder to check something. I have been wanting this for ages.
-
15 votes
An error occurred while saving the comment Michelle Maurice
commented
This is important now we work from home and we want to spread our working hours over weekends as well.
Michelle Maurice
supported this idea
·
A good example of this, when I did a clients GST reconciliation today and adjustment was made that actually belongs to the year end 2025 which has not had year end completed yet, and to make a note about what happened would be great so when year end is done we can check notes to see any explanations.