Settings and activity
1222 results found
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23 votes
Hi Amy! appreciate you raising this here. We appreciate the need for having a due date or deadline on a task . While this feature is currently unavailable in Xero, we'll open this idea up for the community to add their votes. Cheers
Freya Pieroz
supported this idea
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13 votes
Thanks for the engagement here everyone, appreciate the feedback.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 vote too! Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Freya Pieroz
supported this idea
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30 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Freya Pieroz
supported this idea
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131 votesFreya Pieroz
supported this idea
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30 votes
Thanks for sharing your idea, and letting us know the changes that matter most for 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Freya Pieroz
commented
We need to do a burn rate for various contractors on various Projects - how many days or hours do they have left out of what the client's customer will pay for. Xero can't do this, so I have to manually update a spreadsheet with every bill paid and every payroll run (some contractors are run through payroll because they're direct contractors for whom we are liable for ensuring their superannuation is paid). The contractors can't use Xero timesheets, even if they _were_ employees because they don't meet the customer's requirements, which includes a representative of the customer signing off on the timesheet (which, obviously, the customer does not have access to my client's datafile to approve timesheets). And even if they did meet the customer requirements, many of our contractors are working in secure environments where access to external networks is locked down (ie they can't do it on their phones because they're not allowed to take bluetooth-capable devices into the secured area, and they can't access the internet on the secured onsite computers).
Freya Pieroz
supported this idea
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41 votes
Hi Cody, thanks for sharing such detailed feedback on progressive billing for fixed-price tasks. It’s really helpful to hear how this could support projects that run across multiple stages.
We’ve reviewed your idea and moved it to Gaining support, so it’s now open for votes and comments from the wider community. If others have similar experiences with fixed-price project billing, we’d love for them to add their voice — it helps show how broad the need is and gives the product team clearer context.
Thanks again for raising this, and we’ll keep you posted on any progress.
Freya Pieroz
supported this idea
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71 votes
Thanks for sharing your idea, and letting us know the changes that matter most for 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 vote too!
Freya Pieroz
supported this idea
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31 votesFreya Pieroz
supported this idea
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15 votes
An error occurred while saving the comment Freya Pieroz
commented
Every single one of the invoices in the attached screenshot has a difference reference, relating to the service being invoiced for. There's another pageful of about the same amount that was invoiced the previous day. For this particular Project, I'm invoicing for about a dozen different things (on different invoices) every week, the client wants each of those things on a separate invoice to make allocation to cost centre easier in _their_ accounts, and the fastest way to do that is to copy a bunch of the boilerplate from the previous invoice for that same thing. That would be made much easier if I could quickly identify which one to open so that I could copy bits of it!
Freya Pieroz
supported this idea
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2 votes
Really interesting idea to be explored, Udari. Appreciate the detail in your idea to understand how this can naturally occur.
It's not something we have direct plans of right now, but we'll start to get a sense of interest here and I've shared your idea back with our product teams for consideration as we continue to develop JAX and auto bank rec 😊
An error occurred while saving the comment Freya Pieroz
commented
My construction clients often mark items as paid from the bank account when they should have marked them as paid from the credit card.
Or they'll mark invoices as paid by their customer on the day they receive the promise to pay instead on the day that the customer actually promises to pay (so the customer will, on the 14th, promise that they'll pay an invoice at EOM, and my client will mark the invoice as paid on the 14th instead of the 31st or whatever).
Or they'll mark invoices as paid into a particular account and their customer will pay into a different account and then the client will apply that payment to a different invoice because the actual invoice that was being paid has been marked as paid into somewhere else.
Fun times.
Freya Pieroz
supported this idea
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3 votes
Great to get your feedback here and understand while automating the reconciliation is useful, there are still other processes that you'd usually run that you need visibility of this for (like sending receipts).
Right now, we're getting a gauge of the wider interest for this here and I'll be sure to share if there are any updates.
Freya Pieroz
supported this idea
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10 votes
Thanks for sharing how we could improve auto bank rec for your workflows, Michelle. We'll start to gather others interest in this from your idea here. Our product team are keeping a close pulse on the feedback in this forum and I'll be sure to let you know if there are any updates.
Freya Pieroz
supported this idea
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13 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
Freya Pieroz
supported this idea
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29 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
Freya Pieroz
supported this idea
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33 votes
Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
Freya Pieroz
supported this idea
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35 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'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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56 votes
Great to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
Freya Pieroz
supported this idea
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180 votes
An error occurred while saving the comment Freya Pieroz
commented
It's been over a year since I last commented on this Idea, and I'd still really really like to do this. Especially with all the bills and invoices that have been received, sent, and paid before Projects was enabled on a particular datafile. This would save me going through months of transactions to edit each one... by... one...
An error occurred while saving the comment Freya Pieroz
commented
I'd like to be able to bulk assign expenses (and income) to Projects using Find and Recode or with tickyboxes on the list of Bills not assigned to Projects.
Currently, you have to edit each separate transaction to assign it to a Project. Separately.
From within a Project, clicking to Add -> Expense from bill opens the list of unassigned bills, but you have to open each one separately and edit each one separately.
It's a waste of time to do each one separately rather than in a bulk lot, especially when the person reconciling the bank doesn't have Projects access or forgets to assign the transactions they're reconciling due to the fact that that's a multi-step process that involves drilling in to Add details.
Freya Pieroz
supported this idea
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5 votes
Hi Geoffery, thanks for sharing this! We can see how a smoother experience on slower connections would make working in Xero more seamless, especially when you’re remote or have limited internet.
Right now, using the Xero mobile app for lighter tasks or clearing your browser cache can help speed things up, but we know a dedicated low-bandwidth mode would make day-to-day work even easier.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much of a difference this would make.
An error occurred while saving the comment Freya Pieroz
commented
Here at work, we usually test faster than the average internet speed in Australia. I just tested and got 176.38Mbps download and 41.38Mbps upload. Yay for fibre to the premises!
I am SO TIRED of having to wait for things to load before I can start entering text. If I press the search button on the homepage, I'm usually three or four keypresses in before it registers one (other pages are not quite as bad for this specific function, but it's still slower than it should be).
When I'm assigning things to estimated costs in Projects, I have to click the kebab button, select assign, tab twice, enter three letters (usually enough to get the option I want in the dropdown) and then wait several seconds for the system to find it. If I press enter to select one too early - as I often do, because I do this for a living and _I'm_ not at all slow - then it picks the first item it first displayed on the dropdown, even if it had already filtered the dropdown and that option had been replaced by what I actually want.
The thing that is slowing down my workflow the most has changed from dilatory clients to Xero itself. I don't care about pretty, I just want to do my job.
Freya Pieroz
supported this idea
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68 votes
Hi everyone, thanks again for sharing input on widget placement on the homepage.
As mentioned in our last update, once you Edit Homepage and Save the layout this will be saved for that screen size. If you change screens a prompt is also surfaced to explain that you may want to reset and save your layout.
While we don’t have plans to allow vertical stacking at this stage, we're improving the edit experience. This will make it easier to see how changing a widget's position shifts other items on your screen. I’ll let you know as soon as this is released.
An error occurred while saving the comment Freya Pieroz
commented
And once you've got them all in the best possible organisation in the new view, you switch to your laptop with the smaller screen, and now everything is somewhere else and it's unusable again!
I've saved my layout! It still does it! Every time! In every single client!
Freya Pieroz
supported this idea
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When there is scope creep, I want to be able to track that, so I can better predict it in future. At the moment, any change I make to the estimated project amount makes it look like it was like that way from the start. I need to be able to say that a particular person tends to want to do 150% of what they estimate they'll need, so I can allocate future resources wisely.