Settings and activity
146 results found
-
56 votes
David Benady
supported this idea
·
-
50 votesDavid Benady
supported this idea
·
-
49 votesDavid Benady
supported this idea
·
-
9 votesDavid Benady
supported this idea
·
-
20 votesDavid Benady
supported this idea
·
-
29 votesDavid Benady
supported this idea
·
-
40 votes
Hi 👋 - Is there a specific purpose this report would help with?
Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice?
David Benady
supported this idea
·
-
29 votesDavid Benady
supported this idea
·
-
16 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
David Benady
supported this idea
·
-
10 votes
Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used.
For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development.
David Benady
supported this idea
·
-
19 votesDavid Benady
supported this idea
·
-
24 votes
Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
David Benady
supported this idea
·
-
11 votesDavid Benady
supported this idea
·
-
214 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
David Benady
supported this idea
·
-
13 votesDavid Benady
supported this idea
·
-
21 votesDavid Benady
supported this idea
·
-
25 votesDavid Benady
supported this idea
·
-
35 votesDavid Benady
supported this idea
·
-
10 votesDavid Benady
supported this idea
·
-
7 votesDavid Benady
supported this idea
·
