Settings and activity
1210 results found
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10 votes
Thanks for raising your idea here, Carine. Can understand wanting a simpler option to add a credit card surcharge when adding a payment directly from the Bill.
Understand it's not the flow you're looking for here, but one option would be once the payment comes into your bank account you could use Find & Match to select the bill and in the second section you could use the Bank fee option for the surcharge like you mentioned.
Freya Pieroz
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7 votesFreya Pieroz
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6 votes
Appreciate your feedback here and I see you have also found the idea around the Xero logo shown on invoices sent to customers.
We want to be transparent that we will not be bringing back classic invoicing, however we are still committed to developing and bringing further improvements to new invoicing that we know matter to our customers. You'll find a few ideas that have been raised across the forums here that are in the progress of being worked on by our product teams.
Freya Pieroz
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12 votesFreya Pieroz
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8 votes
Hi everyone, thanks for your engagement so far. We can see how having visibility of potential project margins and variance while work is still in progress could help you identify issues earlier and make more informed decisions before a project is complete.
I've updated the status of this idea to Gaining Support so we can continue to track the interest here. If this is something you'd like to see, please keep voting and share how you would use projected margin or variance information in your project workflow.
Freya Pieroz
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11 votesFreya Pieroz
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124 votes
Hi everyone, thanks again for continuing to share your feedback and examples on this idea.
We’ve now done some initial discovery on this and can see the value it could provide for businesses needing assembly or bundled inventory capability in Xero.
This is something we’re interested in solving longer term, however there is a bit of complexity involved in the work and it hasn’t been roadmapped at this stage.
When we are able to get this planned in the pipeline, we’ll be sure to update you here and keep you informed on progress.
Freya Pieroz
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13 votesFreya Pieroz
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13 votes
Just to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?
Freya Pieroz
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2 votes
An error occurred while saving the comment Freya Pieroz
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37 votesFreya Pieroz
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13 votes
Thanks for sharing your feedback with us. Though not a direct solution of what’s being asked here we wanted to share that our product team has been focused on autosave improvements to help reduce lag, and help your invoices load and save faster.
As we continue to develop invoicing in Xero, our team will keep considering how autosave events are displayed in your invoice history. We'll share any future updates on reducing these events or providing more control over what you see, here. Thanks
Freya Pieroz
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7 votesFreya Pieroz
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6 votes
Hi team, while this isn't possible to view from the Bank Statements tab of a bank account you can currently run the Account Transactions report and add a related account column to see both the bank account and the account a transaction from that account is coded to.
With new auto bank reconciliation which is currently in beta you'll be able to get a view of the account that has been auto reconciled is coded to. 🙂
Freya Pieroz
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3 votes
An error occurred while saving the comment Freya Pieroz
commented
I still can't see the outstanding supplier invoices either - all my clients get their bills sent to a generic accounts email address, to ensure their bus quotient is >1. That means that ONLY someone logged in to Xero under that generic email address can view the list of outstanding bills that the supplier sends the link to - but NONE of us are logged in with that generic address, because it's generic, and basic information security and the audit trail require us to log in using our own individual log ins with MFA using our own devices.
(Bus quotient or bus factor is the number of people who need to get hit by a bus before the business can no longer function properly. At the moment, for example, the superannuation authorisation limits give us a bus quotient of 1)
An error occurred while saving the comment Freya Pieroz
commented
@Kelly I just opened, from the email link, a bill that is scheduled to be paid by the client that I am currently logged into with Advisor privileges. When I click the link in the top left to go to a list of outstanding bills, it requires me to log in (to the client I am logged into in the next tab over, but that's another problem) and then tells me I don't have permission to view it. I've attached screenshots.
Freya Pieroz
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10 votes
Grateful for your detailed suggestion for this idea, Jemma.
We've slightly adjusted the title of the idea to allow other community members to easily find and support this idea.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. We'll keep an eye on the engagement here.
Freya Pieroz
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31 votes
Hi Vicki, we're grateful for your detailed suggestion of how to improve the validation error linking and highlighting experience in AU Tax.
We'll continue to monitor the level of support this idea receives from the community. Thanks again for your contribution.
Freya Pieroz
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11 votesFreya Pieroz
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11 votes
Hi everyone, appreciate the feedback here. As you may have noticed we have made some changes to the Contact field within new invoicing over the past few months to improve the experience.
When entering a contacts name, the contact's shown are results from your existing contact record.
As a start to help with cleaning up contacts that have been created in error you can either edit contact records, or merge contacts that may have been created as duplicates in error. This will help limit the number of contacts that are appearing in results when you type a contacts name on an invoice.
Freya Pieroz
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9 votesFreya Pieroz
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Consistency of input is probably a failure of WCAG success criterion 3.2 and this failure of Accessibility should be escalated by reporting to accessibility@xero.com