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107 results found
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60 votes
Kimberly Anthony
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116 votes
Thanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
Kimberly Anthony
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50 votesKimberly Anthony
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233 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Kimberly Anthony
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132 votes
Appreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
Kimberly Anthony
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110 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Kimberly Anthony
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84 votesKimberly Anthony
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94 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
Kimberly Anthony
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123 votesKimberly Anthony
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404 votes
Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!
As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.
If you'd be interested in being a part of our early release, please fill out this form.✍️
While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…
Kimberly Anthony
supported this idea
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563 votes
Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
Kimberly Anthony
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107 votes
Hi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
Kimberly Anthony
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1,277 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Kimberly Anthony
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51 votesKimberly Anthony
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97 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
Kimberly Anthony
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264 votesKimberly Anthony
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163 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
Kimberly Anthony
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180 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Kimberly Anthony
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297 votes
Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better.
We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ.
Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.
We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…
Kimberly Anthony
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78 votesKimberly Anthony
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