Settings and activity
1169 results found
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34 votes
Freya Pieroz
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61 votes
An error occurred while saving the comment Freya Pieroz
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An error occurred while saving the comment Freya Pieroz
commented
When I create a batch payment for multiple bills to a single vendor, Xero currently groups all those payments into one when creating the .aba file and labels the grouped payment with the payment reference from one of the payments in the batch.
I would like to be able to create an .aba file with each separate bill paid on a separate line with a separate payment reference, to make it easier for the vendor matching those payments to the bills they sent us. Especially since sometimes, when I am sending payments to related entities or to other clients of mine, that person reconciling those payments is me.
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7 votesFreya Pieroz
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7 votes
Hi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
An error occurred while saving the comment Freya Pieroz
commented
Yeah, I get this too. It happens most frequently when I am editing multiple invoices at the same time - one of them falls over while trying to auto-save and then once that invoice falls over, it can't get up again (the other, related invoices I am editing are usually fine).
I haven't tested editing invoices for different Projects at the same time, but it definitely happens for multiple invoices within the same Project (certain customers of certain clients like different contractors to be invoiced for on separate invoices).
Freya Pieroz
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46 votes
Hi community, to share another update to share around chasing customer invoice payments.
As you may have seen, we have work underway to help with getting paid without chasing.
The intention is that you'll have control of turning this on for your preferred contacts. JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
You can register your interest in this feature now through the link above, and we'll keep you updated as this is delivered here.
Freya Pieroz
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14 votesFreya Pieroz
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23 votes
Hi team, I know it's been some time since we last updated this idea and want you to know that we're still keeping a close watch on the support for formatting in invoices here
As shared in my last update, currently you can add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
You can see my attachment below that shows an example of how these can be added and the side by side email preview that'll reflect how this is shown in your email.
Right now, this isn't something we have plans for changing but will be sure to share an update if there's any progress. Thanks
Freya Pieroz
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6 votesFreya Pieroz
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10 votes
Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.
With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.
We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.
An error occurred while saving the comment Freya Pieroz
commented
Open the link on the same page.
When I want to open a link on a new page, I can use the standard internet browser option of clicking my mouse's scroll wheel. Or right click and select open in new tab or new window. I expect the standard of left click = open in same tab to be consistent within Xero as it is within the rest of my computer use.
Freya Pieroz
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24 votes
Hey team! Thanks for raising this idea and for your patience whilst this idea has been live.
We've reviewed your comments and can see the that this idea has been steadily gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.
Freya Pieroz
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7 votesFreya Pieroz
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5 votesFreya Pieroz
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5 votesFreya Pieroz
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9 votesFreya Pieroz
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31 votes
Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update so just touching base to let you know we've reviewed this idea and have moved it to Gaining Support status.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way."
Freya Pieroz
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3 votesFreya Pieroz
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29 votes
Hi everyone, appreciate all the engagement here so far. It has been a while, so wanted to update the status of this idea here. We understand that when you’re managing contacts, having a clear way to separate a legal entity name from a trading name can be important for keeping your records accurate.
The suggestion here is to add a dedicated Legal Name / Business Registered Name field to contact records, so this information can be stored separately and used when managing documents, reporting, and client details.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from businesses that need to manage different legal and trading names in their workflows.
An error occurred while saving the comment Freya Pieroz
commented
Especially since Xero now no longer allows invoices to go out under anything but the legal name, having a section for that as well as the trading name or business name would mean I no longer have contacts called "Xero Australia Pty Limited t/as Paycycle Australia WAS Xero Live Pty Ltd"
Freya Pieroz
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7 votesFreya Pieroz
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78 votes
Hey team, we’re grateful for all of the engagement this idea has received. We understand that adding start and end times to timesheets would greatly improve payroll accuracy and record-keeping.
As noted by many of you, this feature is available in the AU version of Payroll, but there is no direct workaround for this in UK Payroll.
I'm pleased to let you know we're moving this idea to In discovery, which means our product team is reviewing the viability of this feature. This is an important step as we explore what it would take to bring this functionality to UK Payroll.
We'll keep you updated on any developments.
Freya Pieroz
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21 votesFreya Pieroz
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This would save a lot of time - currently, I have to create multiple batch payments when there are multiple invoices for the same supplier, because it's easier than trying to explain why the payment for the total amount owing only had one bill reference on it...