Settings and activity
601 results found
-
91 votes
TENG CHRISTOPHER
supported this idea
·
-
83 votes
Hi everyone, thanks for all the support for a bank feed with Aldermore Bank. We are aware of the interest here, and are currently exploring the possibility of this feed.
As some of you have noted, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.
Another way you can help is by letting Aldermore Bank know you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your financial institution for bank feeds.
We want to be transparent that while we're aware of the demand…
TENG CHRISTOPHER
supported this idea
·
-
235 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
TENG CHRISTOPHER
supported this idea
·
-
1,390 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment TENG CHRISTOPHER
supported this idea
·
-
19 votes
Hi team, we'd like to jump into this thread with an update for you all. We have made a recent update to simplify bill creation and further automation in Xero. Bill's created from email, web or mobile, will automatically apply defaults that have been pre-set in your organisation such as account codes, tax rates, and tracking categories.
We appreciate this idea has been raised in relation to eInvoicing and third-party app creation which this functionality doesn't extend to at this time, but wanted to share for those using email to bills, or uploads.
We will continue to track the interest in these other creation types and share if there are any further improvements.
TENG CHRISTOPHER
supported this idea
·
-
19 votes
Hi everyone,
Reiterating what Kelly Munro shared previously, if you're using multi-currency in Xero, invoices issued to a contact in a foreign currency will be shown in the currency it was issued - example attached.
I see there's been new voters over the last couple of months and was hoping some of you could add a comment to describe more specifically what you're looking for, if the example above is not suitable. Let me know if it is though!
For example, do you want to see the ability to show the Customer Statement in a single foreign currency only?
Thanks!
TENG CHRISTOPHER
supported this idea
·
-
41 votesTENG CHRISTOPHER
supported this idea
·
-
209 votesTENG CHRISTOPHER
supported this idea
·
-
33 votesTENG CHRISTOPHER
supported this idea
·
-
6 votesTENG CHRISTOPHER
supported this idea
·
-
45 votesTENG CHRISTOPHER
supported this idea
·
-
6 votes
Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?
TENG CHRISTOPHER
supported this idea
·
-
24 votes
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.
TENG CHRISTOPHER
supported this idea
·
-
11 votes
Thanks for the detail in your idea here, Paul. I had a bit of a test of this myself and have checked in with our reporting team.
It doesn't quite appear in the modal once the report's run - this is something that we'll look to improve.
However, it's possible to enter multiple terms which will each be searched and return results for (like OR as an operator) - All you need to do is enter a comma(,) and space between each condition.
For example A0, L0 or A0, A1, A2, 🙂
TENG CHRISTOPHER
supported this idea
·
-
9 votes
Hi everyone, we’ve created this idea based on feedback we’ve heard from the community.
We know how important it is to be able to instantly search for a client when creating a job in Xero Practice Manager. Manually scrolling through a long drop-down list can be time-consuming, especially for practices with a large client base.
Adding a search function here would make the process faster and more efficient, helping you get straight to work.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how valuable this feature is to the wider Xero community and support future development decisions.
TENG CHRISTOPHER
supported this idea
·
-
127 votes
Hey team, me again. Apologies, getting a little ahead of ourselves with the status of this idea.
I can confirm that self onboarding of new employees is live for Xero Payroll in AU, however this feature does not extend to NZ organisations right now.
This will be something we continue to consider as we keep developing Payroll for NZ and I'll share any further updates with you all here. Thanks
TENG CHRISTOPHER
supported this idea
·
-
97 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
An error occurred while saving the comment TENG CHRISTOPHER
commented
Currently, we are creating our delivery notes from the invoices, which is both time-consuming and costly. If Xero created a comprehensive delivery note template and we Xero's customer can amend it accordingly to their needs.
-
37 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
TENG CHRISTOPHER
supported this idea
·
-
9 votes
Hi team, returning to the idea here I'd also like to highlight the Income and Expense by contact report which can be run for a date range and with comparative columns. You'll also find you can drill into the figures of the report to view all transactions that make up the total for that contact.
Alternatively, there is the Receivable and Payable Invoice Summary reports that can be filtered for the transaction types you'd like to see and grouped by Contact.
Is there anything missing from these reports that you'd need to get the view you're after here?
TENG CHRISTOPHER
supported this idea
·
-
7 votesTENG CHRISTOPHER
supported this idea
·
Very Critical