Settings and activity
9 results found
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308 votes
Hi team, we're pleased to share that this work is now underway.
Our intention is to allow you to associate a contact per line in a manual journal.
We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.
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Tori Matson
supported this idea
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7 votes
Hi everyone, thanks for your votes on the idea for a direct bank feed for BPoint. We're keeping this idea open to continue gathering support from the community.
At present, the level of transaction detail that appears in your main Commonwealth Bank (CBA) feed is determined by the bank. If you'd like to see more detailed BPoint information within your standard bank feed, we recommend passing this feedback on to CBA directly to see if they can make changes to the data they send.
You also may wish to explore the option of manually importing your BPoint transactions as a potential workaround to capture the details you need. If you can export this transaction data from BPoint directly, you can then import the file directly into Xero to reconcile.
We will continue to keep an eye on the interest for this idea.
Tori Matson
shared this idea
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31 votesTori Matson
supported this idea
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17 votesTori Matson
supported this idea
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36 votesTori Matson
supported this idea
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167 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
Tori Matson
supported this idea
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32 votes
Hey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
Tori Matson
supported this idea
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140 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Tori Matson
supported this idea
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729 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
An error occurred while saving the comment Tori Matson
commented
I agree - We would like to be able to choose what day & time reminders are sent each week to ensure that processing is up to date (currently we process all transactions once per week on a Monday).
Tori Matson
supported this idea
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We would like the option to use an 'Adjustment' to modify a clients credit balance. The current process means we need to raise an invoice to reduce the credit balance which effectively leads to an inaccurate record of actual work billed/invoiced for the client. This would be used when we want to use a credit balance from one entity to apply to another related entities invoice.