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9 results found

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

    112 votes
    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Ellie McDonald supported this idea  · 

  2. Batch payments - Ability to include credit notes

    784 votes
    101 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    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…

    Ellie McDonald supported this idea  · 

  3. New Invoicing - Reduce number of steps and clicks

    855 votes
    358 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    Ellie McDonald supported this idea  · 

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

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

  5. Search Engine Optimisation - More intuitive

    16 votes
    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Ellie McDonald supported this idea  · 

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

    112 votes
    10 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.

    In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.

    Ellie McDonald supported this idea  · 

  7. New Invoicing - Add Payment details on invoice screen

    326 votes
    61 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

    Ellie McDonald supported this idea  · 

  8. AU Payroll - Superannuation end of quarter reminder

    151 votes
    submitted  ·  13 comments  ·  For small businesses » Payroll  ·  Admin →
    How important is this to you?
    Ellie McDonald supported this idea  · 

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

    167 votes
    submitted  ·  34 comments  ·  For small businesses » Payroll  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Ellie McDonald commented  · 

    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.

    Ellie McDonald supported this idea  ·