Settings and activity
1169 results found
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37 votes
Hi everyone, we appreciate wanting to help Xero identify and raise issues asap. While we may consider changes to this overtime, to be upfront there are no immediate plans for changing the current method to raise these sort of issues with us. There are a number of troubleshooting steps our specialists will work through with a customer to rule out external factors that could be impacting your experience with Xero, and they'll get the right detail to investigate, triage and escalate if the cause does appear to stem from within the product.
One area we know customers can commonly run into trouble with is bank feeds, and we do have work going on atm to enable customers to send us an alert if they are experiencing trouble with a bank accounts feed from within their organisation. You can stay up to date with progress for this, on this idea.
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Freya Pieroz
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12 votesFreya Pieroz
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9 votes
Appreciate the feedback, Martin. As you noted you do need to search ideas first and to create one you'll need to enter a forum and search where you'll then get an option to Post a new idea if lone of the results doesn't match what you're after.
Understand how this could be simpler and while we don't have any immediate plans on this, we;ll update you here if any are made.
Freya Pieroz
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14 votesFreya Pieroz
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29 votesFreya Pieroz
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4 votes
Hi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?
Freya Pieroz
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41 votes
Thank you for suggesting the ability to split wage payments by percentage across multiple bank accounts. We’ve noticed this idea has been steadily gaining momentum since it was first raised.
To help it gain even more traction, feel free to share the link with your colleagues so they can add their votes. We’d also love to hear in the comments how this specific feature would improve your Xero experience.
Freya Pieroz
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39 votes
Hi everyone, thanks for sharing your feedback on this idea about creating bank rules for supplier overpayments. 💙 We appreciate you explaining how this could help save time when regular payments are made before bills are received or when amounts don’t match.
This idea is now open for community support through votes and comments. If you’d find this useful, please add your vote and share how you’d use this functionality, including any examples from your own workflow.
We’ll keep an eye on the feedback and engagement this receives. Thanks again for helping us understand which improvements would make the biggest difference.
Freya Pieroz
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11 votes
Thanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
Freya Pieroz
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180 votes
Hi everyone, apologies for the gap since our last update.
We appreciate your ongoing feedback and additional detail that’s been shared in this thread.
A dedicated units-of-measure field for line items isn't something we've committed to building as a standalone feature, though it's one we're actively considering as part of a wider look at extending invoice documents to better serve our customers.
For now, connected apps in the Xero App Store remain an immediate option to meet needs expressed. We'll post an update here as this broader work develops.
Freya Pieroz
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82 votesFreya Pieroz
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48 votes
Hi team, we appreciate interest and the value our customers have in using and being able to keep track that transactions have ben assigned to Tracking categories in your org.
As we continue to develop Xero, ideas in the forums here are being considered closely by our product teams.
I want to be upfront that we don't have any immediate plans for developing a Tracking widget or adding a tracking view to the existing widgets, but if any work is picked up around this we'll be sure to let you know here. Thanks
Freya Pieroz
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3 votesFreya Pieroz
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42 votes
Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.
Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.
The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.
While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.
I'll return to share once this is released.
Freya Pieroz
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15 votes
Hi everyone, returning to the idea here there have been a few changes since this was raised that may solve your needs.
Our new Invoice template editor has been rolled out to all regions which also allows you to customise the invoice title. Meaning you could have a theme that was completely dedicated to 'Receipts'.
When you want to send a receipt to your customer you would need to adjust the branding on the invoice to then send with this template.
Right now, although the online invoice would show as Tax Invoice, if you include a PDF this would show with your customised Invoice title.
Also the email template has been updated for Paid invoices so this will now just show 'View Invoice' when it has no balance to pay.
We appreciate this is not the complete solve that has been asked here but hope these changes may help with…
Freya Pieroz
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5 votes
Hi team, apologies we've not rounded back out on this idea sooner. I appreciate all the feedback this idea received.
Where copy to functions aren't working as expected I'd recommend first engaging with our Xero Support team to check in on the behaviour. It can be hard to dig into and depict causes within the community here.
In terms of the default applications when copy an invoice to a new invoice as noted in my last reply this is limited to the Sales defaults that have been saved against inventory items or the contact not the full contact detail selections applied to the previous invoice.
We don't have any plans for changing the behaviour of the emails shown in the send window. This will be driven by the selected contact and the persons on the contact record that you have selected to include in emails.
Appreciate highlighting of the 'To'…
Freya Pieroz
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3 votesFreya Pieroz
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75 votesFreya Pieroz
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4 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Freya Pieroz
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10 votesFreya Pieroz
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