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5 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Gregory Yorke
shared this idea
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3 votes
Appreciate the feedback on the Melio bill payments solution within Xero here team. I have shared this back with our product team and we will keep a close eye and share if there are any improvements around the syncing of data planned like you've noted here.
An error occurred while saving the comment An error occurred while saving the comment Gregory Yorke
commented
I just added supplier banking and address info to my Xero contact records for bill.com's use a couple of months ago, but Melio is unable to pull those fields, and I have to keep multiple windows open to copy and paste that data so that Melio can pay via ACH or check? Not a great experience.
Gregory Yorke
supported this idea
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440 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Gregory Yorke
supported this idea
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54 votes
An error occurred while saving the comment Gregory Yorke
commented
Same. We write several thousand checks per month, using the "make payment > pay by check" screen perhaps 15 times in a row, and each time we have to be positive we've selected the correct bank account out of six. And then once we've selected the correct bank account, we have to wait for them to renumber.
Gregory Yorke
supported this idea
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18 votes
✨ Thanks for the thoughtful feedback on the check printing order. We understand that when checks print in an unpredictable sequence, it makes it harder to match with backup documentation and to reissue in a consistent order if needed. We’re tracking requests here for the ability to sort (for example, by payee) and to keep the order predictable and repeatable across print runs. This idea is open for community support (Gaining Support)so others can add votes and any details to help us gauge impact.
An error occurred while saving the comment Gregory Yorke
commented
Following up … any process where checks are printed in an unpredictable, unrepeatable order can not by definition have an "expected behavior."
A normal user expects that, if they void checks and delete the check numbers and repeat the selection process step-by-step, then the new checks will be numbered exactly the same as the initial, voided batch.An error occurred while saving the comment Gregory Yorke
commented
Xero support states that this order is random -- it is not even repeatable if you select n checks, save (number) them, void those checks, and try to create the checks again. The check numbers will be in a different order. They should have a logical order, like the sort used on the bills screen they were selected from, or always in vendor alphabetical order. That way if there is a problem (and right now I have 3000 checks worth of problem) you can always reissue checks in a predictable order.
Gregory Yorke
supported this idea
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Just found out an additional annoying fact from Xero support: while Melio does not use any information from the Xero Contact to populate the Melio email and banking info, if you want to subsequently EDIT those fields, you DO have to use Contacts, and not the Melio bill pay screen in Xero!
Having initially entered those fields via the Melio bill pay interface in Xero, the user has been trained to expect to have to update the fields there. The user has no reason to expect that Contacts is the right place to go to those fields, and there is no indication on any of the online bill pay screens that is the case. All the editing should be on one screen or the other.