Settings and activity

9 results found

1. Bank reconciliation - Add attachment to Find & Match (multiple match) transactions

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Ellie McDonald supported this idea  ·  31 July, 2024

2. Batch payments - Ability to include credit notes

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   100 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

   We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently… more

   Ellie McDonald supported this idea  ·  31 July, 2024

3. New Invoicing - Reduce number of steps and clicks

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   294 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

   This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

   We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… more

   Ellie McDonald supported this idea  ·  31 July, 2024

4. New Invoicing - Due Date option for End of this month

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   4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, while there's not a preset option for end of this month you'll find you can simply type the number e.g '31' into the due date field to populate the date for the current month.

   Toward the end of 2024 we also made some improvements to the calendar picker within new invoicing so you can now easily access the calendar without having to click 'pick another date' which may also help some in the idea here.

   Ellie McDonald supported this idea  ·  22 February, 2024

5. Search Engine Optimisation - More intuitive

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ellie McDonald supported this idea  ·  22 February, 2024

6. New Invoicing - Alert if the contact has available credit

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ellie McDonald supported this idea  ·  22 February, 2024

7. New Invoicing - Add Payment details on invoice screen

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   submitted  ·  49 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ellie McDonald supported this idea  ·  22 February, 2024

8. AU Payroll - Superannuation end of quarter reminder

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   submitted  ·  13 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Ellie McDonald supported this idea  ·  15 May, 2023

9. AU Payroll - Ability for Business Owner/Payroll Manager to view & complete draft timesheets

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   submitted  ·  34 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Ellie McDonald commented  ·  27 March, 2023  ·  Edit…  ·  delete…

   It’s critical payroll admin have the capability to do this. It’s a ridiculous waste of time to chase our employees to do book work.

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   Ellie McDonald supported this idea  ·  27 March, 2023