Settings and activity
9 results found
-
4 votes
David Baker
supported this idea
·
-
56 votes
We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
David Baker
supported this idea
·
-
72 votes
An error occurred while saving the comment David Baker
supported this idea
·
An error occurred while saving the comment David Baker
commented
It would also be nice to format the color for when Invoices are overdue. Only bold and italics work.
Using span with styles is ignored. -
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
343 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
David Baker
supported this idea
·
An error occurred while saving the comment David Baker
commented
Basically, their response from March says they aren't going to do it.
Really sad.
An error occurred while saving the comment David Baker
commented
The Australian Government requires a receipt for anything over $75. If you are based in A/NZ you should know this. Why can't this be simpler to do or allow us to automate it.
The current process is too long, but we are forced to do it to comply with the law.
Also, to clarify, I'm not saying to have a minimum, but an all option or easier.
-
125 votesDavid Baker
supported this idea
·
-
1,230 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment David Baker
commented
I thought I would add a bit of technical information, as I have developed applications and databases in the past.
A common flaw when people create contact tables is to restrict the number of addresses that can be added to a contact, by putting that information in the same table. If they used a separate table for addresses (as I believe they do for phone numbers, as you can add multiple ones), then this would be somewhat easier to implement the request. I know, because that is how I do it in my programs.
Unfortunately, if this decision is incorrectly made at the beginning of the database design, then it becomes incredibly difficult the make the change, as you have to update so much stuff to change it (queries and procedures). It is not insignificant. So, unfortunately, I doubt that they will do anything about this.
David Baker
supported this idea
·
-
504 votes
Hi team, we pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also just launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and…
David Baker
supported this idea
·
-
76 votesDavid Baker
supported this idea
·
An error occurred while saving the comment David Baker
commented
Ability to send a receipt when reconciling to an invoice. Right now you have to reconcile, then go into the invoice, then the payment, then send the receipt. This is an arduous process and is a legal requirement for any payment over $75 in Australia.
I don't have to send receipts for payments through Stripe, as that already sends a receipt, but it doesn't link to the invoice number, just the payment. If I had the option to easily do it, then I would.
A dashboard option to send receipts would be a good option as well. Reducing the number of clicks is helpful. -
85 votes
An error occurred while saving the comment David Baker
commented
I agree with Lucas. One of my accounts needs to copy the description and amount, just the account (COGS) and tax rate would stay the same.
David Baker
supported this idea
·
This appears different from the original request to add HTML formatting to emails.
If you put a hyperlink in there, most email programs will show it as a link, so not really necessary unless you are trying to hide the link like "CLICK HERE" instead of having,
View our payment terms (https://?????)
The logo already appears in the emails, so what more do you want?
I do find it frustrating that the pay link defaults to their payment platform where most of my customers pay by Bank Transfer, which is fee-free.