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6 results found

  1. Reconciliation: Find and Match - add filters for date ranges

    49 votes

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    submitted  ·  10 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    John Lewin supported this idea  · 

  2. Foreign currency - Change exchange rate behaviour

    92 votes

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    18 comments  ·  For small businesses » Accounting features  ·  Admin →
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    John Lewin supported this idea  · 

  3. Email to Credit Note

    300 votes

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    69 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    John Lewin supported this idea  · 

  4. Reconciliation - Bulk 'OK' for reconciling bank transactions

    241 votes

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    54 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation

    would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.

    We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊

    It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!

    John Lewin supported this idea  · 

  5. Xero Billing: Allow American Express as a payment method

    42 votes

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    submitted  ·  15 comments  ·  Security & support » Billing  ·  Admin →
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    John Lewin shared this idea  · 

  6. Subscription Invoices - attach as pdf

    82 votes

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    24 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    John Lewin supported this idea  ·