Settings and activity

12 results found

1. Invoices - Unapprove option

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   submitted  ·  162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Mark Ockendon commented  ·  28 December, 2022  ·  Edit…  ·  delete…

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   Mark Ockendon supported this idea  ·  28 December, 2022

2. Reporting: New P&L and Balance sheet - Add a link to go back to the report

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminDana A (Admin, Xero) responded

   Thank you for rounding back to confirm, Emily. I’ve changed the title of your idea, and we’ll keep an eye on the interest from the community here. 

   
   

   For now, you can try to use the right click to open a new tab on your browser when opening the transaction or code. We’ll come back here if there’s any news. 

   Mark Ockendon supported this idea  ·  03 December, 2022

3. Profit & Loss - Ability to add variance columns for YTD Actuals & budget

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Mark Ockendon supported this idea  ·  03 December, 2022

4. Reporting - Filter the Profit and Loss by Contact

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   submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Mark Ockendon supported this idea  ·  03 December, 2022

5. Be able to see all transactions within a P&L report

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Mark Ockendon supported this idea  ·  03 December, 2022

6. Account Transactions report - Move selected date range a period forward or back

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   21 votes

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   6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.

   In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.

   While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.

   If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.

   Mark Ockendon supported this idea  ·  03 December, 2022

7. Custom payroll reports

   105 votes

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   submitted  ·  32 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Mark Ockendon supported this idea  ·  03 December, 2022

8. Reporting - Switch layout between left-right and right-left

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   submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Mark Ockendon supported this idea  ·  03 December, 2022

9. Contacts - Add IBAN in account number and Swift in Routing number

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   113 votes

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   43 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your on-going involvement in the idea here.

   We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

   Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

   For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow of making foreign currency payments.

   Within the contacts space in Xero, this is very much a piece of work we intend build a solution for, and while I can't give any timeframes as yet we'll share any progression with you all here.

   Hi everyone, thanks for your on-going involvement in the idea here.

   We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

   Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

   For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow… more

   Mark Ockendon supported this idea  ·  03 December, 2022

10. Customer statements - Export to Excel

    189 votes

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    submitted  ·  46 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Mark Ockendon supported this idea  ·  03 December, 2022

11. Bills - Pay Bill electronically from within Xero

    507 votes

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    57 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!

    For our UK customers we've made paying overseas suppliers easier with international bill payments.

    Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.

    
    

    We've also just launched bill payments in Xero for customers in the US, powered by BILL.

    You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors can choose how they want to be paid. With no recurring subscription fees (aside from your Xero plan), you only pay per transaction.

    Thanks for your continued support in this idea, we'll continue to share more updates with you all. 🙂

    Hi team, we pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!

    For our UK customers we've made paying overseas suppliers easier with international bill payments.

    Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.

    
    

    We've also just launched bill payments in Xero for customers in the US, powered by BILL.

    You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and… more

    Mark Ockendon supported this idea  ·  03 December, 2022

12. Bills - Flag a Bill as 'in dispute / query'

    1,167 votes

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    280 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is being resolved.
    • Update the reference to add a notation such as [reference number] - Do not pay
    • Adjust the planned date to be very far out in the future

    We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

    We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is… more
    Mark Ockendon supported this idea  ·  03 December, 2022