Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Xero Support - Support chat feature

    36 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    13 comments  ·  For small businesses » Subscription & support  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we wanted to let you know about a new update to the navigation help menu that's in the process of rolling out in Xero. 

    We're introducing an AI generated answer field to the content search results in the existing help box within Xero blue, HQ and Xero Me. When you search or ask a question in this box you'll receive an AI generated answer based on Xero Central support content that's displayed above the regular search results.

    Introducing generative AI to our navigation help menu will help to improve the results returned by the search function, saving you time especially if you're just getting started in Xero, or doing a task you don't do often.

    We aim to have this to all users over the next week, and I'll round back to confirm when available to 100%.

    An error occurred while saving the comment
    Nedim Musli commented  · 

    Hi team,

    We are currently your active users on Xero and we have several agencies.

    Since the beginning of 2023, we moved to another accounting software "Oracle Netsuite" however, we never closed our accounts on Xero and the bank feed remained active.

    Due to some changes required, we are planning to return back to Xero again and we have few questions regarding the transfer of data from Netsuite to Xero.

    1. Bank feed - We have agencies that have over 600 bank transactions showing on Xero (which we have allocated them on Netsuite). We read the information for transferring supplier and client invoices however, what would be the best way to solve the bank feed reconciliation? We want to avoid connecting the invoices to the payments one by one as it requires a huge amount of time.

    2. What is the best way to match our chart of accounts from Netsuite to Xero?
    if we do an import and replace some of the codes: for example if we replace t"380 - staff entertaining (Xero)" code with "3800 - staff entertaining (Netsuite)" as an import, is it going to replace 380 with 3800 on Xero and also apply these changed backdated for all our previous data on Xero?

    3. In general, what would be the best way to discuss this case? Do you offer an agent that might have a call with us and provide a support/help with this case?

    Please note that this is urgent for two of our agencies: Drumhorse and Selbey Anderson as we are planning to move back next month.

    If you are able to schedule a call with us, would be the best way to explain ourselves.

    Please feel free to contact me at nedim.musli@drumhorse.co.uk

    Regards,
    Nedim

    Nedim Musli supported this idea  ·