Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Greg Cunnington commented  · 

    This is a must.

    If a customer has a DD mandate attached to them I should be able to see this from the actual customer page, not have to follow a unintuitive 6 stage process to find out.

    Greg Cunnington supported this idea  · 

  2. Gocardless - Reoccurring payments without customer alert

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Greg Cunnington shared this idea  · 

  3. Bank Reconciliation - Show more statement lines per page

    965 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    115 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
    We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter   
    Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
    We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…

    Greg Cunnington supported this idea  · 

  4. Invoice Reminders - Auto email Statements to customers

    417 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    99 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    An error occurred while saving the comment
    Greg Cunnington commented  · 

    This is such a basic function, and your software is sub-par without it, sort it out!

    Greg Cunnington supported this idea  ·