Settings and activity
848 results found
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17 votes
Thanks for sharing the changes you want to see!
We've given it a look, and now it's time for the community to rally behind it! The more support it gets, the better. Make sure you pass this along to anyone you think would benefit so they can add their vote and share their thoughts on how this would improve their use of Xero.
TENG CHRISTOPHER
supported this idea
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9 votes
Hi community, we appreciate your feedback however upon reviewing this idea we're going to shift this to Not in pipeline as this is not something we can control from the Xero end.
This is the way Stripe apply a surcharge on a payment.
If this changes in the future and something we can revisit we will provide an update here. Thanks
TENG CHRISTOPHER
supported this idea
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18 votes
Thanks for your idea, Karen. Understand how this would improve efficiency if you regularly create multiple batches in your workflow. We'll get a sense of the wider community interest in this from your idea here.
TENG CHRISTOPHER
supported this idea
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5 votes
Hey there, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed the idea and now it's up to the community to get behind it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
TENG CHRISTOPHER
supported this idea
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78 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
TENG CHRISTOPHER
supported this idea
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88 votes
Hi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
TENG CHRISTOPHER
supported this idea
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8 votes
Hi everyone, though we appreciate you raising this idea with us, we don't have any intentions of supporting surcharging of Zip fees to customers from Xero invoices - There are some BNPL providers that have "no-surcharge" as part of their clauses, Zip being one of these. You can read more on their payment terms on Stripes website.
TENG CHRISTOPHER
supported this idea
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130 votesTENG CHRISTOPHER
supported this idea
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5 votes
Hi everyone, thanks for sharing your feedback on this idea. We can see why this would be useful. We have reviewed this idea and can see that currently when you copy an invoice, the financial settings of the organisation take precedence over the settings from the original invoice. This idea is now in Gaining support status, which means it's open for community votes and comments while we monitor interest from users.
TENG CHRISTOPHER
supported this idea
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15 votes
Thanks for sharing your thoughts and adding your vote to this idea! We totally get how important it is to keep your customer contact info accurate and up to date. An automatic update feature through invoicing sounds like a great way to save you some valuable time.
Right now, if you send an invoice to an email that’s not already linked to a contact, you’ll need to add that email manually in Xero. The current setup is designed to be flexible so you can send invoices to multiple emails without changing the contact record. But we can definitely see how this feature would speed things up for you.
This idea is now in the “Gaining Support” phase, which means it’s open for votes and comments. We’re keeping an eye on how much interest it gets from the community. Your vote really helps us understand how much this feature matters to…
TENG CHRISTOPHER
supported this idea
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14 votes
✨ Hi everyone, thanks for your feedback on batch payment exports for FNB. We appreciate you highlighting how important this is for your payment processing. Your idea has moved to Gaining Support, which means our Community team has reviewed it and it’s open for votes and comments from the community. We encourage you to reach out to others using FNB for batch payments to add their votes and share details about the specific fields you need, as your input helps our product team understand the priority and scope of ideas like this.
TENG CHRISTOPHER
supported this idea
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9 votes
It's interesting to hear how our different customers find the navigation most useful for their needs. Thanks for sharing, Laszlo.
We have a close eye on all the feedback we're receiving on this new experience here in the forums and we'll get a good sens of the interest from others that'd prefer this view from your idea here.
We will share if there are any updates.
TENG CHRISTOPHER
supported this idea
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23 votes
Hi Tristan, thanks for sharing such a detailed and well-thought-out suggestion. We appreciate you taking the time to explain the specific accounting impact and how this would improve financial visibility.
We've reviewed your idea for having approved Purchase Orders post to the general ledger and integrate with Xero Projects. This suggestion is now ready to gain support and feedback from other community members.
Along with votes, others can now comment on how having this visibility of committed costs could improve their own project management and financial forecasting in Xero. 🙂
TENG CHRISTOPHER
supported this idea
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77 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
TENG CHRISTOPHER
supported this idea
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246 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
TENG CHRISTOPHER
supported this idea
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31 votes
Thanks, Carol for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
TENG CHRISTOPHER
supported this idea
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52 votes
Thanks for sharing this idea, and letting us know the changes that matter most for you.
Now, it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve the sending of invoices etc from Xero.
TENG CHRISTOPHER
supported this idea
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13 votes
Thanks for sharing how you can see us developing the new navigation experience to further enhance this for you.
Our product teams are taking all feedback we're receiving through the forums here into careful consideration as they keep planning their roadmaps.
We understand our customers have different needs when it comes to menu options and will share if there are any updates on this with you here.
TENG CHRISTOPHER
supported this idea
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63 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
TENG CHRISTOPHER
supported this idea
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31 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
TENG CHRISTOPHER
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