Settings and activity
6 results found
-
794 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
Mark Jeavens
supported this idea
·
-
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
569 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Mark Jeavens
supported this idea
·
-
1,179 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Mark Jeavens
supported this idea
·
-
1,119 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Mark Jeavens
supported this idea
·
-
541 votes
Hi team, thank you for sticking with us on this one. Online bill payments are now live in Australia through Airwallex, so you can pay supplier bills directly from Xero without logging into online banking.
As mentioned in my last update;
- In the US we have bill pay powered by Melio, with quick payments and contact syncing.
- We offer bill pay with Crezco for our UK customers, including international payments with 32+ currencies supported.
We’re reviewing the experience across additional regions and will continue to share updates as we learn more and make further progress.
Mark Jeavens
supported this idea
·
-
41 votes
Thanks everyone, we appreciate you sharing how the five-reminder limit can be restrictive and result in more manual follows ups from your business.
We’re pleased to update that this idea is moving forward as part of our Get paid without chasing work.
As part of this development, JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
These multi-step plans go well beyond the current 5-reminder limit, with persistent chasing until payment.
We’ll share more as this feature lands so you can begin to make use.
Mark Jeavens
supported this idea
·
An error occurred while saving the comment
I think instead of increasing the number of reminders that can be set, can the option not just be set to run until the invoice is paid or manually stopped. Such as every 7, 10 or 30 days until paid or manually stopped. I cant see a reason why reminders would only be sent for a set number of times and then stop, as is the case now. I think this is an important update as I didn't realise reminders had stopped being sent to some customers and they just assume I have stopped chasing.