Settings and activity
7 results found
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29 votes
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Julie Clift-Thompson
supported this idea
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81 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
Julie Clift-Thompson
supported this idea
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240 votes
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!
Julie Clift-Thompson
supported this idea
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21 votes
An error occurred while saving the comment Julie Clift-Thompson
commented
I would like to view all contacts for a company on the contacts screen.
For example, if I have to email an invoice to more than one person, I have to press Edit to view the additional contact details on the screen.When you are sending information out to multiple accounts, this is very time consuming.
Julie Clift-Thompson
supported this idea
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728 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!
Julie Clift-Thompson
supported this idea
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494 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Julie Clift-Thompson
supported this idea
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632 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Julie Clift-Thompson
supported this idea
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Yes, yes, yes! We're considering moving away from Xero just because of the absence of multi region vat return submission!
Please add this !