Settings and activity
107 results found
-
4 votes
Hi Emily, it sounds like you could use batch deposit here. This is available from the Awaiting payments list like you noted and will allow you to to record multiple invoices as paid in a single transaction.
It can be useful if you’re banking one deposit for multiple invoices, or when a customer makes a single payment for multiple invoices. 😊
Does this solve what you're after?
Kimberly Anthony
supported this idea
·
-
5 votesKimberly Anthony
supported this idea
·
-
14 votesKimberly Anthony
supported this idea
·
-
6 votesKimberly Anthony
supported this idea
·
-
13 votesKimberly Anthony
supported this idea
·
-
7 votesKimberly Anthony
supported this idea
·
-
58 votesKimberly Anthony
supported this idea
·
-
7 votesKimberly Anthony
supported this idea
·
-
16 votesKimberly Anthony
supported this idea
·
-
7 votesKimberly Anthony
supported this idea
·
-
73 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Kimberly Anthony
supported this idea
·
-
110 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Kimberly Anthony
supported this idea
·
-
168 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Kimberly Anthony
supported this idea
·
-
125 votesKimberly Anthony
supported this idea
·
-
24 votesKimberly Anthony
supported this idea
·
-
95 votesKimberly Anthony
supported this idea
·
-
28 votesKimberly Anthony
supported this idea
·
-
429 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Kimberly Anthony
supported this idea
·
-
427 votesKimberly Anthony
supported this idea
·
-
48 votesKimberly Anthony
supported this idea
·
