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  1. 437 votes

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    Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.

    With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.

    We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.

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    Ross Nicol commented  · 

    Silly question, but if you are short of resources (as the last sentence of your comment implies) then would it not have been better to use the resources you did have to implement something we are asking for, ie exporting and importing rules, rather than change things that no one really seems to have been asking for at all?

    Xero could be such a great product if only you could / would respond to user ideas and suggestions rather than seemingly persuing your own ideas that no-one seems to want / ask for.

    It's got to the stage where I've got ideas of how you could improve (ie like being able to duplicate a client or 'reset' a client - ie remove all accounting and / or contact data to 'start again' but I don't see the point in posting them as this time next year they'll still be getting considered!

    I've got an introduction meeting to our new account manager coming up so I'll 'vent' a little to him as well - not that it will do much good!

    Ross Nicol supported this idea  · 
  2. 2 votes

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    Thanks for the extra detail, Ross and apologies I never rounded back on this here. While we also don't have plans for creating a report that includes all the detail from a contacts record atm I've slightly adjusted the title of your idea here and we'll continue to track interest in this here. If any plans are made down the line I'll be sure to let you know on the idea here.

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    Ross Nicol commented  · 

    Hi,

    Sorry if I've not made it clear, but I / the client are basically looking for a PDF version of what is displayed onscreen when you go into the contacts option in Xero.

    Exporting the information to csv removes all formatting and has all the information for a contact in one line which makes it hard to read.

    Also, once opened in Excel or Google sheets, because of the way uk phone numbers are formatted, usually with a leading zero, these are 'helpfully' removed as they are considered surplus, and you need to remember and format these cells to retain the leading zero before doing anything with the file.

    We are therefore looking for a multi-line per contact report, which can be exported to PDF in the same way as most of the other reports in Xero can be.

    Part of the issue is that there isn't actually a report which shows this information, so the only option is to use the export button at the top of the contacts screen which only has csv.

    So rather than adding PDF as an exportable option from there, could a new report be created instead?

    Appreciate you letting me know that you don't have plans to add PDF as an exportable option, and if the same is true of adding a new report then so be it, but at least I've asked.

    Thanks

    Ross

  3. 475 votes

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    Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.

    In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.

    Ross Nicol supported this idea  · 
  4. 625 votes

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    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!

    Ross Nicol supported this idea  · 
  5. 301 votes

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    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
    Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

    Ross Nicol supported this idea  ·