Settings and activity
1210 results found
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21 votes
Thanks for your feedback on being able to pay invoices and bills directly from the contact page.
This isn’t something that’s on our current roadmap for invoicing, bills or payments. Right now we’re focused on other improvements in these areas, so there’s no planned work or timeframe we can share for adding a bulk “pay / receive payment” option from the contact view ⭐
If this changes and the idea moves onto the roadmap, we’ll post an update on the Product Ideas page first so you can follow along:
Freya Pieroz
supported this idea
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180 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Freya Pieroz
supported this idea
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81 votes
Hey team, we appreciate wanting to upload more employee details when setting them up. While we have recently released an updated process to bulk uploading employees, we want to be upfront that this only allows the bulk upload of basic fields such as names, dates of birth and addresses.
This may be something we consider longer term and we would like to continue to track interest through the idea here.
If there are any plans made we'll share an update with you all on this idea. Thanks
Freya Pieroz
supported this idea
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28 votes
Hi team, we appreciate the feedback and why you'd like to be able to look at history of logins for an organisation.
Right now, while not a full audit trail like you're after here there is the Assurance Dashboard where you can view User Activity to see what actions users within an org have been taking.
As many will know the History & notes report will also give you deeper insight into some of the actions made by users across your org.
Being open this isn't something we have immediate plans for developing but will continue to keep a close pulse on this idea here and support it continues to receive. If there are any updates we will share.
Freya Pieroz
supported this idea
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35 votesFreya Pieroz
supported this idea
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114 votes
Hi everyone, I'm back again with more exciting news as we progress work for backorders in Xero!
We're ready to share our solution with a small group of beta users to test and feedback. 🧪
- If you'd be interested in taking part, it'll just take a couple of minutes to fill in this form📝
Though we mightn't be able to include everyone that signs up in the beta, we'll make sure to share as we continue to make steps toward releasing this, here. Thanks!
Freya Pieroz
supported this idea
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12 votes
Hi community, thanks for your input for the idea here. While we're in the process of releasing an update for applying payments to an invoice we want to be upfront here that this does not involve being able to attach a file when making a payment, from the invoice.
Once a payment is applied, you can click within the banner to 'View invoice' then on the payment link within the invoice where you can attach a file directly within the payment transaction.
We will continue to keep a track and share if there are any plans made around this idea, here.
Freya Pieroz
supported this idea
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92 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
Freya Pieroz
supported this idea
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190 votes
Hi everyone, we want to thank you all for your meaningful feedback and detail of the uses you each have for enabling duplicate names for contacts.
Right now, the contact name field is the key identifier that interacts with many other Xero features, and as such, changing how this field functions is not a small feat.
As noted by others in the comments, some users have found adding unique characters or using the account number in the contact name useful.
At this time we don’t have plans for developing the ability to have duplicate names of a contact in Xero. However, the work happening around core features might open the door for improvements like this down the line.
For now, we'll keep a close watch on the support this idea continues to build, and we’ll make sure to share updates if anything changes.
An error occurred while saving the comment Freya Pieroz
supported this idea
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26 votesFreya Pieroz
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7 votesFreya Pieroz
supported this idea
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60 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Freya Pieroz
supported this idea
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5 votes
Our sincere apologies for the delay in replying, we're so sorry to hear of the sad circumstances that led you to bring this idea to us.
We've reviewed your suggestion and have moved it to Gaining Support. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Our product team will continue to monitor the communities responses which helps them to shape Xero in the future.
Freya Pieroz
supported this idea
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11 votes
Appreciate no direct feature for this at present, Grace and we'll begin to get a sense of the interest in this here. In the meantime, perhaps including the request in the invoice Terms and Conditions could be a good indicator that this is something you request of your customers when sending the invoice or reminders?
Freya Pieroz
supported this idea
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55 votesFreya Pieroz
supported this idea
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190 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Freya Pieroz
supported this idea
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112 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
Freya Pieroz
supported this idea
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25 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.
Freya Pieroz
supported this idea
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8 votes
Appreciate you raising the idea here, Sally.
It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks
An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro it's the list of notifications that you access by clicking the bell icon.
Freya Pieroz
supported this idea
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15 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Freya Pieroz
supported this idea
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@Jack Brown in Australia, sole traders can have a business name that's their full legal name - I've attached a screenshot of what comes up if you search the business register for "John Smith". All these sole traders must be referred to on invoices by their business name, which means that the contact name MUST match the name that their ABN is registered to... which is a duplicate, because it's their personal name, and the only differentiator is the ABN.
(Adding the ABN or account number to the contact name is legal and a workaround, but... why should I have to use a workaround?)