Settings and activity
158 results found
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173 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.
Admin Operator
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22 votesAdmin Operator
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39 votes
If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
Admin Operator
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12 votesAdmin Operator
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86 votes
Hi team, we appreciate all your feedback here and wanted to share an update as we have a new invoice editor that is being rolled out to all users (already available in NZ, AU, UK and US).
This new editor provides more custom formatting options to help you create invoices that reflect your brand with a side preview so you can instantly see how changes will be shown.
We appreciate that there are additional formatting options that you're asking for here and want to be open that we don't have any plans for providing the ability to edit text formatting in the new editor. We will continue to track votes through this idea and keep an eye on trends so if there are any changes in it's position in the future we can let you know here.
Admin Operator
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29 votes
Hi everyone, as our product teams keep developing Xero they have been continuing to lean into the forums here to help inform and plan work.
We appreciate the impact this feature could have to those that have supported the idea here - This in mind I'm pleased to share that we're working on expanding the search capability of the Account Transactions page of the bank account to enable users to search by transaction Reference or Payment reference 🙂
As soon as this is ready for you to make use of I'll be back to share with you all! Thanks
Admin Operator
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23 votes
Hi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis.
You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen.
While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here.
Admin Operator
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34 votesAdmin Operator
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243 votesAdmin Operator
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258 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
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19 votesAdmin Operator
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42 votesAdmin Operator
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26 votesAdmin Operator
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32 votes
Hi everyone, thanks for engaging and sharing how this feature could improve your experience using Xero. I'm happy to announce that we have rolled out a new invoice template editor which is currently available to AU, UK, US and NZ organisations.
This new experience allows you to easily upload your business logo, auto applies your branded colouring and has simple tools to customise the look of your invoices, with an easy side by side view to see what a change will look like!
Get in and have a try if you haven't already, I'll round back to confirm once this live to all regions. 😊
Admin Operator
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121 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
Admin Operator
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35 votesAdmin Operator
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108 votes
Hi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
Admin Operator
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190 votesAdmin Operator
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why when you look up an invoice or report then click on & open when you go back you have to re search or re key details for report?? this is so time consuming