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4 results found

  1. New Invoicing - Type the date manually, without / delimiters

    37 votes
    7 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.

    Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.

    Mar Lorenzo supported this idea  · 
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    Mar Lorenzo commented  · 

    Please enable the option to add the payment date on invoices manually instead of having to search for the date in the calendar and select it, as we used to be able to do in the classic version.

    https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/49566242-please-enable-the-option-to-add-the-payment-date-o

  2. New Invoicing - Allow manual typing of a Date in 'Add Payment' screen

    18 votes
    16 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate the importance of being able to manually enter dates in new invoicing, and thank you for sharing your interest in being able to do this specifically in the payment date field here.

    I want to confirm that this is something our team are working on. While you'll be able to still use the date picker if you choose, we'll enable the ability to manually enter a date using / or - delimiters, or alternatively using date entry shortcuts - same capabilities that are available with the Issue and Due date atm.

    I'll be back to share when it's released and you can start to make use.

    Mar Lorenzo supported this idea  · 
    An error occurred while saving the comment
    Mar Lorenzo commented  · 

    Please enable the option to add the payment date on invoices manually instead of having to search for the date in the calendar and select it, as we used to be able to do in the classic version.

  3. Chart of Accounts: Ability to merge accounts

    39 votes
    10 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.

    Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.

    Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.

    We'll continue to gauge the interest in this idea, and if there is any change we'll share with…

    Mar Lorenzo supported this idea  · 

  4. Find and Recode: Filter by currency

    3 votes
    submitted  ·  0 comments  ·  For small businesses  ·  Admin →
    How important is this to you?
    Mar Lorenzo shared this idea  ·