Settings and activity
4 results found
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214 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
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Matt Lowe
supported this idea
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Matt Lowe
commented
Having to create multiple batch payments and upload them to the bank separately is frustrating, simply because you can't display any more than 200 individual bills from within Xero.
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221 votes
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Matt Lowe
commented
You can use Groups for this - I have groups for 15th, 20th, 25th, and Direct Debits. Assign the contact to the right group, and when you run your AP summary group by Contact Group and it separates them all.
Matt Lowe
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.
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Matt Lowe
commented
Database issues aside, the idea that a business won't ever deal with two different people with the same name is absolutely rediculous. 2 weeks is a quick fix, 9 years is simply ignoring the issue...
Matt Lowe
supported this idea
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340 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
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Matt Lowe
commented
User permissions are very much all-or-nothing, there needs to be much more flexibility with setting these permissions. The alternative is to remove bank accounts from Xero all together to hide balances, which is not a suitable work around.
Matt Lowe
supported this idea
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Xero, why not add an extra option to the 'items per page' dropdown?