Settings and activity

10 results found

1. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

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

   Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

   While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

   Angela Kay supported this idea  ·  26 August, 2024

2. Invoices - Unapprove option

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   submitted  ·  151 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Angela Kay supported this idea  ·  22 August, 2023

3. Invoice Reminders - Auto email Statements to customers

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

   Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

   Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

   Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

   Angela Kay supported this idea  ·  22 August, 2023

4. Sales Invoices- Flag as 'in dispute / query'

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   submitted  ·  132 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Angela Kay supported this idea  ·  22 August, 2023

5. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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

   Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

   We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

   Angela Kay supported this idea  ·  22 August, 2023

6. Bills - Payment method shown on Bills (DD, BACS)

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   submitted  ·  44 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Angela Kay supported this idea  ·  27 April, 2023

7. UK Payroll - Ability to send P60's with password protection

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   submitted  ·  2 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Angela Kay supported this idea  ·  27 April, 2023

8. Customer Statement - Automated statements for contacts

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   submitted  ·  90 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Angela Kay supported this idea  ·  27 April, 2023

9. Audit Trail Report

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   submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Angela Kay supported this idea  ·  27 April, 2023

10. Bills - Flag a Bill as 'in dispute / query'

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

    We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

    I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

    As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

    We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

    I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product… more

    Angela Kay supported this idea  ·  27 April, 2023