Settings and activity
184 results found
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11 votes
Elrika van der Merwe
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3 votes
Hi Maresa, when you say you'd like to add Location would this be based on a Tracking category you've set up in the organisation? If so, you could add this when you create the original transaction(bill) the asset is raised from.
Elrika van der Merwe
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174 votesElrika van der Merwe
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41 votes
Hi team, we appreciate the interest and rational in this idea when you trade with Contacts that might be part of a larger group.
We want to be open that this isn't something we have plans for developing just atm, but will keep considering the idea as we continue to develop contacts in Xero. I'll share if there is any progress here.
Elrika van der Merwe
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13 votesElrika van der Merwe
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7 votesElrika van der Merwe
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14 votes
Hi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
Elrika van der Merwe
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31 votes
Hey all, we really appreciate you joining in this conversation and adding your votes.
We've reviewed this idea, and now it's up to the wider community to get behind it.
You might like to share this idea with any colleagues that this could benefit, so they can also add their votes and comments to support it.
Elrika van der Merwe
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29 votes
Hi team, we appreciate this idea is gathering interest and we're continuing to keep a close watch on the support this receives.
While we don't have immediate plans for enabling an option to search by description directly from the Sales search, we'd like to highlight another option that you may find handy - You can use JAX to query and return results about your invoices.
See the example provided in my screenshot 😊
Elrika van der Merwe
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11 votes
Hi team, thanks for your contributions here. We appreciate how some business may find it useful to be able to see at a glance the available overdraft limit of a bank account they have connected to Xero.
This is something we'll continue to track the appetite in through the idea, however want to be upfront that we don't have any immediate plans of developing a field for.
Elrika van der Merwe
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15 votes
Hi everyone, thanks for all the engagement and feedback so far. It has been awhile since this was raised, so we just wanted to refresh the status of this idea.
We understand you’re looking for a quicker way to pull details from bank statement lines directly into transaction descriptions, so you can reduce manual typing during reconciliation.
At the moment, statement line details can be copied into transactions using standard copy and paste, and for repeat transactions, Bank Rules can also help automatically bring through key fields like payee and reference into the description.
We’ll continue to track feedback and interest from the community for this idea.
Elrika van der Merwe
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5 votesElrika van der Merwe
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45 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
Elrika van der Merwe
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45 votesElrika van der Merwe
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62 votesElrika van der Merwe
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1,282 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Elrika van der Merwe
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26 votes
Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.
From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.
For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.
I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.
We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.
Elrika van der Merwe
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44 votesElrika van der Merwe
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54 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Elrika van der Merwe
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44 votesElrika van der Merwe
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