Settings and activity
6 results found
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97 votes
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Paula Wyeth
supported this idea
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966 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment Paula Wyeth
commented
Client services multiple addresses that require separate billing contact accounts in Xero but they all go to one real estate agent. He needs the ability to add more detail so he can easily identify the property address when searching the contact name without having the address as part of the contact name.
I hope that makes sense.
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9 votes
An error occurred while saving the comment Paula Wyeth
commented
In MYOB Business (some contract work I do), they have an option to have the bank feed transactions for all bank accounts, in date order, on the one screen. It’s so easy to reconcile and especially helpful for transfers to stand out.
The first column is the date, second is the bank account, third is the description, then columns for spent or received amounts.
Far right is the option to code or match the line to a bill etc, far left is the option to tick to choose multiple entries to code in bulk. All from the one screen. It also has a search box (amount or text). There is also the option to choose the list to display all transactions (reconciled & unreconciled) or unallocated transactions only (unreconciled). You can also isolate to just one bank account or all bank accounts in one list. It’s such a simple and very effective line by line layout.
I have a couple of Xero clients that would greatly benefit from one list showing all bank transactions (multiple bank accounts) on one screen.
I also find it handy to have one monitor open showing the “all bank transactions” and another monitor just with “unallocated transactions”, I can do a quick search to see how past entries have been coded. It’s a definite time saver. Xero is very forward thinking so I hope this becomes available in Xero in the future.
Paula Wyeth
supported this idea
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28 votesPaula Wyeth
supported this idea
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31 votes
An error occurred while saving the comment Paula Wyeth
commented
I am interested to know why Xero do it this way? It seems a long way around. In MYOB it’s a simple tick on each pay item if leave is to accrue.
Paula Wyeth
supported this idea
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543 votes
An error occurred while saving the comment Paula Wyeth
commented
Andrew always has great ideas!
Paula Wyeth
supported this idea
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A very important feature, anything that rejects should trigger an alert on the page and also an email.