Settings and activity
165 results found
-
186 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.
Admin Operator
supported this idea
·
-
467 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
Admin Operator
supported this idea
·
-
31 votes
Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
Admin Operator
supported this idea
·
-
32 votesAdmin Operator
supported this idea
·
-
303 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Admin Operator
supported this idea
·
-
184 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Admin Operator
supported this idea
·
-
122 votes
Hi community!👋
Thank you to everyone who contributed to the team’s research in this area. Your input has been invaluable. The discovery phase has given us rich insights, and we’re excited to share that we’ll be moving ahead to design and build a solution.
As we begin development, we’ll transition the idea into this next stage. We look forward to coming back to you when there are new opportunities to be involved and to share further updates along the way.🙏
Admin Operator
supported this idea
·
-
298 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
Admin Operator
supported this idea
·
-
91 votesAdmin Operator
supported this idea
·
-
30 votesAdmin Operator
supported this idea
·
-
6 votes
Hi team, we appreciate the interest for this idea and improvoing the product ideas forums for your use.
As noted in my last response currently when logged into Xero Product ideas there is the option to go to Settings & activity from your initials in the top right of the screen Within this page you select the option to 'Export my data'. This'll email you a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online.
We appreciate wanting a simpler in product view of this and will continue to consider how we could solve for this as we develop this space. I'll share if there is any progress here.
Admin Operator
supported this idea
·
-
60 votes
Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.
We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.
We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.
We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.
Our aim is to give a clearer…
Admin Operator
supported this idea
·
-
28 votes
Appreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
Admin Operator
supported this idea
·
-
88 votesAdmin Operator
supported this idea
·
-
4 votesAdmin Operator
supported this idea
·
-
11 votesAdmin Operator
supported this idea
·
-
32 votesAdmin Operator
supported this idea
·
-
29 votesAdmin Operator
supported this idea
·
-
21 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
Admin Operator
supported this idea
·
-
16 votesAdmin Operator
supported this idea
·
