Settings and activity
1307 results found
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4 votes
Is there a specific field of an item that you'd generally search for, Janie?
Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero.
However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero.
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109 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
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Freya Pieroz
commented
I'd like to pre-emptively opt out of ever getting the V2 email experience, on behalf of all my clients, if the V2 experience comes with non-client advertising embedded in it.
Freya Pieroz
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55 votes
We understand the varying levels of access different staff need can differ client-to-client.
With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.
Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.
Freya Pieroz
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7 votesFreya Pieroz
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6 votesFreya Pieroz
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8 votes
An error occurred while saving the comment Freya Pieroz
commented
When creating a new invoice, you currently have the ability to add some of the details of a new contact to whom you are sending the invoice, when you are creating that invoice. For details not in this quick-add box, you have to open the newly created contact and edit the details, a rather more lengthy process.
I'd like to be able to add the ABN when quick-adding a customer, so I can quickly ensure that the tax invoice fulfils all the ATO requirements for an invoice worth >$1000.
Freya Pieroz
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25 votesFreya Pieroz
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7 votesFreya Pieroz
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36 votesFreya Pieroz
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6 votesFreya Pieroz
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7 votesFreya Pieroz
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13 votesFreya Pieroz
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25 votesFreya Pieroz
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
516 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Freya Pieroz
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5 votesFreya Pieroz
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15 votes
Hi everyone, just a quick update from our team. To align with the changes made to Xero Product Ideas, we've updated the status of this idea here.
We encourage everyone who would find this feature useful to please keep voting and sharing your comments below. Learning more about what you would use this for and how it would help your business helps our product team understand the potential impact. Your detailed feedback is a crucial part of our evaluation process.
Thanks for your continued support and for sharing your thoughts with us!
Freya Pieroz
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6 votes
Hey team, we began releasing updates to expense notification which included the change mentioned in my last update here. However, with some of the other changes that were bundled with this one we quickly found that there were some customers receiving many more notifications than before.
Unfortunately we've needed to turn this off and will look longer term and how we can develop controls for notification preferences.
For the time being I'm going to move this back to Accepted and when we can bring more attention and resource to developing controls for notifications we'll share an update with you all.
Freya Pieroz
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68 votesFreya Pieroz
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25 votes
An error occurred while saving the comment Freya Pieroz
commented
Today, I'm searching for the most recent Xero bill so I can attach a copy of the paperwork to it. The most recent one the global search results could find was from 7 months ago, and it didn't find the contact at all.
Same thing when I want to attach paperwork to tax office transactions, I search for "ATO" and get other contacts with that string, but less than half of my clients get the contact called "ATO - Australian Tax Office" in the search results dropdown. In the client whose accounts I'm in right now, the most recent tax office transaction/bill in the dropdown of results is from 2019!
An error occurred while saving the comment Freya Pieroz
commented
When I'm searching for a particular bill or transaction, I'm usually looking for a recent one. Using the global search seems to give a random selection, including having a bill from four years ago as the first result. This basically makes search functionally useless to me.
It's great that we can filter the search by type of result, but when I'm looking through search results, I like them ordered so I can scan through to find what I want QUICKLY instead of having to waste time looking carefully at every single one.
Freya Pieroz
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34 votesFreya Pieroz
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I often like to search for Contacts using the global search bar. Frequently, the Contact cannot be found - see screenshot for a particularly egregious example today, when I wanted to open this new contact to add the details that cannot be added when a new Contact is created as part of creating a purchase order, bill, invoice, spend money, or receive money.