Settings and activity
10 results found
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40 votes
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Dee Frank
supported this idea
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3 votes
Thanks so much for getting in touch and sharing how you feel about how new bank accounts show on the homepage.
On the new Xero homepage we’ve updated this experience so you have more control. Your very first bank account still appears automatically on the homepage so you can immediately see your key banking information.
After that, when you connect any additional bank accounts, you’ll see a banner on the homepage letting you know there are new accounts available. From there you can choose to add them to the homepage with one click, or dismiss the banner and keep your current layout as it is.
We landed on this approach after testing and speaking with lots of customers: the strong preference was to always be able to see when a new account is available, while still having the choice about which accounts appear on the homepage.
You can also change…
Dee Frank
shared this idea
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86 votes
Hi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
An error occurred while saving the comment Dee Frank
commented
How can Xero charge more but take away functionality that use to exist?
Dee Frank
supported this idea
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23 votes
Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
Dee Frank
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33 votesDee Frank
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84 votesDee Frank
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17 votesDee Frank
supported this idea
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An error occurred while saving the comment Dee Frank
commented
100% agree. There was nothing wrong with the way it was.
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188 votes
Hi team, thanks for continuing to share and support in this idea.
While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.
For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.
Dee Frank
supported this idea
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9 votes
An error occurred while saving the comment Dee Frank
commented
When you go to add a new account in chart of accounts you should be able to choose an account from the template that was originally used/have saved into Xero HQ. To make more user friendly rather than having to start from scratch.
Dee Frank
supported this idea
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90 votes
Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
Dee Frank
supported this idea
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This needs to be actioned ASAP please