Settings and activity
11 results found
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8 votes
Thanks for letting us know what you're tried, Roland.
We appreciate you taking your time to share changes that would be most meaningful to you.
If we make any plans for changes around the ways in which you can offer ACH for your customers I'll update you here.
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Michael Coates
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5 votes
An error occurred while saving the comment Michael Coates
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We use ANZ bank. ANZ now requires that payments by EFT include the bank ACCOUNT NAME as well as the account number and BSB. We have a "nickname" for our account, as allowed by ANZ, but it has a formal name which is not the name we trade under. The invoice template has to be edited the account name - this should come from the bank details as per this suggestions. Not everyone can edit templates.
Michael Coates
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6 votesMichael Coates
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5 votesMichael Coates
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5 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.
Michael Coates
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5 votesMichael Coates
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8 votesMichael Coates
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59 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…
Michael Coates
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17 votes
Hi all, we’ve now made Product Ideas available in Xero Central search, you’ll spot them in the results with their green label for “Product Idea” or you can filter your search under “What do you want to do?” to select “Share an idea”. 😁
As mentioned in our last update we’re also looking into making Product Ideas easier to find - we’ll update this idea once we’ve got more to share.
Michael Coates
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6 votes
Really appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
Michael Coates
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12 votesMichael Coates
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Same applies for individual payments by EFT. We don't want to add a CC charge, so we usually manage payments by only allowing EFT - no CC. If this is chosen, the credit card payment info should NOT be on the invoice. - only bank account details As a get around, I have entered a comment "if enabled" under the CC details, but Xero should be smart enough to sort this out.