Settings and activity
4 results found
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14 votes
Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
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David Gladman
supported this idea
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102 votes
We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
An error occurred while saving the comment David Gladman
commented
We need a NEW BUTTON on the drop-down-menu please,
called INVOICE PAYMENTS .. To go directly to invoices awaiting payment.We have one called "Bills to pay" So,Why do we have to click and click again to get to something we use every minute of the day in Xero ?
- We often get multiple invoices paid together.
This would save time and a lot of clicks!Thanks - Please add this feature
David Gladman
supported this idea
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104 votes
Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.
While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.
To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central explains some of these options that can help with needs expressed in this conversation.
The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.
For future cases, if you're looking to…
An error occurred while saving the comment David Gladman
commented
Good idea - would be nice if you make a total mess in a day and need to go back to the previous day's version ...and then start again!!
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16 votes
Hi everyone, thanks for engaging us on the idea here.
As previously shared - right now, the transactions report on the VAT return can be exported, fro which you can sort, search or filter transactions.
However we appreciate the improvements this could have if available in Xero.
This is something our product team have picked up and are working through. For now, we'll move to In development and I'll keep you updated on it's delivery here. 🙂
David Gladman
supported this idea
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ADD PAYMENT Button - should really auto-select the USUAL company bank account
.. When you have an invoice that is approved , you click the ADD PAYMENT BUTTON,
It auto-adds the payment amount (Sensible!), the current date (Sensible!), Then you have to chose from account to pay into (NOT Sensible!) and the ref (Sensible!)
>> Why can XERO not auto-select the MAIN company bank account and save 500 x invoices = 500 clicks- to select the same bank, per day .
Makes one's eyeballs ache.
Please change this.