Settings and activity

7 results found

1. User Role - Invoice Only + View Reports

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   submitted  ·  58 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Sue Parry supported this idea  ·  01 June, 2023

2. Contacts - Sort by Contact account number

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   submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Sue Parry commented  ·  01 June, 2023  ·  Edit…  ·  delete…

   Search by contact account reference, PLEASE.

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   Sue Parry supported this idea  ·  01 June, 2023

3. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

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   submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Sue Parry supported this idea  ·  01 June, 2023

4. Bills - Pay Bill electronically from within Xero

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

   Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.

   In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.

   Sue Parry supported this idea  ·  01 June, 2023

5. Batch payments - Ability to include credit notes

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   submitted  ·  54 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sue Parry supported this idea  ·  01 June, 2023

6. Bank Reconciliation - Show more statement lines per page

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

   Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
   We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter   
   Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
   We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.
   This will go live to everyone over the coming weeks so if you don't quite have it yet, the change will be with you soon. Thank you all, and I'll be back to confirm once this is live to everyone! 

   Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
   We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter   
   Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
   We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.… more

   Sue Parry supported this idea  ·  01 June, 2023

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

   928 votes

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   190 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but… more

   Sue Parry supported this idea  ·  01 June, 2023