Settings and activity
7 results found
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13 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
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96 votes
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Aaron Angel
commented
Xero knows this feature would be useful, because it has built and acquired tools that automate business tasks using attached invoices and receipts. Please add this feature, it's a no-brainer and easy to add. Give it to a newbie to help them get their feet wet.
An error occurred while saving the comment Aaron Angel
commented
"Get back to what you love with Xero accounting software." This is on Xero's front page today.
It would be great if Xero lived up to its own hype. The option of getting Xero invoices in Xero would be great, but an email with a PDF would be even better. I could set an auto-forward rule for Xero's PDF receipt to go to BILL or Divvy or both, saving us time. Isn't that Xero's thing, saving time?
Aaron Angel
supported this idea
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9 votesAaron Angel
shared this idea
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25 votesAaron Angel
supported this idea
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72 votes
Hi team, we've just launched passkeys to our first group of users. From this week, Xero Me app users who haven't set up MFA yet will be able to use passkeys to log into Xero. Next, we'll be progressively rolling this out to more users over the coming months. We look forward to and welcome your feedback here. As we have more news on the rollout I'll share with you on this idea.
Aaron Angel
supported this idea
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673 votes
Hi everyone, we appreciate all the feedback and votes on this idea. We know using Microsoft Entra ID SSO is now common practice for some businesses and being able to access Xero via a native integration with Entra ID would streamline how your teams log in and get set up in Xero, as well as help in managing access for larger teams and keeping things secure.
Our product team have been working with a small limited group of Partners to develop SSO capabilities. Though we can't give any definite timelines yet, we’ll keep this thread updated with news. Thanks
An error occurred while saving the comment Aaron Angel
commented
See also https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960674-sso-add-saml-authentication-support. These ideas should be combined. Separating similar ideas spreads out the votes leading to poor visibility of user demands for product managers.
Like other SSO solutions, Microsoft Entra (formerly Azure AD) supports SAML for external applications, so these ideas are essentially the same. In 2023, people have grown tired of too many passwords and the disparity of security requirements between vendors.
SSO is no longer an esoteric enterprise requirement. It's a minimum requirement for modern SaaS products.
We are considering more expensive products and considering budgets and the potential for migrations because of basic requirements like this.
Aaron Angel
supported this idea
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643 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Aaron Angel
supported this idea
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Auto reconciliation should prefer payments over unpaid balances. We use Ramp and regularly make 50% deposits on some bills. Ramp cares for recording the payment automatically in Xero, but Xero likes to reconcile the bank statement transaction by creating a duplicate payment instead of reconciling against the existing one.
Even when I remove & undo the payment, the reconcile screen suggests reconciling against the balance of the payment instead of the actual payment. Why? This makes no sense.