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1169 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Freya Pieroz
shared this idea
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43 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
An error occurred while saving the comment Freya Pieroz
commented
I know I can turn the auto-reconcile on and off; that toggle is immediately above the waste-of-space banner suggesting I turn it on!
An error occurred while saving the comment Freya Pieroz
commented
I'm really tired of the auto thingies suggesting payroll payable as the account for everything except payroll payable, where it usually suggests a cost of sales account or occasionally office supplies.
Freya Pieroz
supported this idea
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109 votesFreya Pieroz
supported this idea
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An error occurred while saving the comment Freya Pieroz
commented
I've just had a request from a client's customer (to whom I currently send around 100 invoices every month) to combine invoice and supporting documentation into one pdf.
Currently, I cannot do that without sending the invoice to myself, using a paid service to merge the files, and then forwarding. If I merge invoice and supporting documentation, attach the merged file to the invoice, and then send direct from Xero, it will attach another copy of the invoice as a second attachment anyway. This is a whole bunch of wasted time for a process that could and should be automated.
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16 votes
An error occurred while saving the comment Freya Pieroz
commented
This has been fixed with the new inbox; however we now have a problem of being unable to see the contents of the file, and the email it arrived attached to, at the same time.
Freya Pieroz
shared this idea
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29 votes
🌟 Thanks for raising this idea and for taking the time to share how this affects your workflow.
We understand that when logos or images from email signatures are pulled through with documents, it can create extra clean-up, clutter the files that are imported, and make it harder to quickly identify and process the documents you actually need.
We’ve reviewed your idea and moved it to Gaining Support, so other customers can vote and add comments to share how this behaviour impacts their experience and why improving it would be valuable.
The feedback and examples shared here are helpful for our product teams as they build a better understanding of the real-world impact this has on customers using Smart Capture.
We’ll continue to keep an eye on the support and feedback this idea receives, and we’ll share any updates here as we learn more.
An error occurred while saving the comment Freya Pieroz
commented
I've just spent time deleting every attachment that arrived with one particular email thread. I would rather clients CC'd the inbox too much rather than not enough, so I'm not going to get on their case about it, but there were 20+ attached files from the thread for each email sent in response to the previous one. The only one that had something I wanted was five emails ago.
I got the documents inbox for this one client from 183 files to 40 this afternoon, just by deleting signature images.
Freya Pieroz
supported this idea
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10 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and can see how quickly tagging other users straight from Xero would be helpful. We've updated the status to "Gaining Support" and It's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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19 votes
Thanks for raising your feedback with us here. It's really good to understand what's important to help our customers working in Xero.
If possible it'd be great to get more detail as to why you're often needing to access the Tracking Settings? In many places you'll find that you can add new tracking options for a category while on the go and entering transactions in your org, so would appreciate deeper understandings of your business flows here.
Freya Pieroz
supported this idea
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4 votes
Appreciate how this could save you a couple of steps, Jennifer. This isn't something we have plans for at present but will start to gauge interest from our community in, here.
Freya Pieroz
supported this idea
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90 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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56 votes
Thanks for letting us know how this favourites feature matters to you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would benefit them, too!
Freya Pieroz
supported this idea
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184 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Freya Pieroz
supported this idea
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4 votes
🌟 Thanks for sharing this idea with us. We’ve moved it to Gaining Support so we can better understand how much interest there is from the community.
If this would make a difference for your workflow, we’d encourage you and others to vote for the idea and add any extra detail in the comments, including how you’d expect it to work and the impact it has today. That helps us gauge demand and gives our product team more context when reviewing ideas.
Freya Pieroz
supported this idea
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3 votes
Hey Ilse, thanks for bringing this Idea to us, we appreciate that being able to see this informaotin on the Projects Slider bar could be beneficial to your processes. You can now share this Idea with others in the Community so they can Vote and comment. We will watch this to gauge support and any updates will be posted here.
Freya Pieroz
supported this idea
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3 votes
Thanks for bringing this idea to the community. We understand the request for Xero Projects invoices to automatically use the product or service description from your inventory items. Having those descriptions flow through could reduce manual edits and help create more consistent, detailed invoices.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to see it work.
Freya Pieroz
supported this idea
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4 votes
Hi Beata, thanks for sharing this idea. We understand the request to link supplier bills to an existing project estimate or expense line, rather than creating a new line each time a bill is assigned to a project. This could help keep project budgets aligned with actual costs and reduce the need to manually remove estimated expenses once the bill has been received.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular project workflows where this would have the biggest impact, we'd love to hear more.
Freya Pieroz
supported this idea
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29 votes
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
Freya Pieroz
supported this idea
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2 votes
Thanks for taking the time to suggest this. A way to apply credits and negative amounts directly against project costs could make project expense management more straightforward.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this is something you’d use, add your vote and tell us how you’d like negative project entries to work.
Freya Pieroz
supported this idea
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3 votes
Thanks for highlighting this improvement, Ilse. We understand the request to add project flags that can communicate warnings or special instructions to the wider team.
A visible indicator on the Projects list could help teams quickly identify projects that need attention and reduce the chance of work continuing when a project is on hold.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this could be useful, add your vote and let us know which flags or warnings you’d want to see.
Freya Pieroz
supported this idea
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4 votes
Hi Jason, thanks for your feedback on this. We can appreciate how having Projects inherit the default sales tax settings from a contact could make invoicing more efficient and help avoid manual changes before sending invoices or quotes.
I've moved this idea to Gaining Support so we can continue gathering feedback. If you'd find this useful, please add your vote and let us know how this would fit into your day-to-day process.
Freya Pieroz
supported this idea
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11 votes
✨ Hi everyone,
Thanks for bringing this idea to us and for sharing how being able to move an estimated expense to an actual expense, while updating the final cost, could save time when working in Projects.
We've reviewed your idea and moved it to Gaining Support, so it's now open for other community members to vote on and add comments.
The extra detail shared here helps our product team better understand the impact this could have on your workflow, and we'll be sure to update this thread if there's any progress to share.
Freya Pieroz
supported this idea
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Here's another recent one - "On Lake Cafe" when the client has a contact "My Cafe Manuka" when the payee contains "My Cafe"