Settings and activity
18 results found
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523 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…
Marieke Jansen
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105 votesMarieke Jansen
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506 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Marieke Jansen
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8 votesMarieke Jansen
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20 votesMarieke Jansen
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…Marieke Jansen
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134 votesMarieke Jansen
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181 votesMarieke Jansen
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228 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Marieke Jansen
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144 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
Marieke Jansen
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11 votesMarieke Jansen
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33 votesMarieke Jansen
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69 votes
Moving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊
We're not too far off with this work and I'll continue to keep you updated on news for this, here!
Marieke Jansen
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116 votesMarieke Jansen
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195 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Marieke Jansen
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600 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Marieke Jansen
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556 votes
Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.
Marieke Jansen
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577 votes
Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…
Marieke Jansen
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A new Xero add-on has launched to download attachments in a ZIP file: Cashdash: https://www.cashdashapp.nl
It can be used for invoices, bills and bank transactions.