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  1. Projects - Bulk assign line items in Credit Notes to a project

    2 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rachel MacLennan supported this idea  · 
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    Rachel MacLennan commented  · 

    Projects - Credit notes and journal entries - assign either to a Project

  2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    610 votes

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

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Rachel MacLennan supported this idea  · 

  3. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    598 votes

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    38 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Rachel MacLennan supported this idea  · 

  4. Fixed Assets - Attach a file

    677 votes

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

    Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊

    While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.

    I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.

    Rachel MacLennan supported this idea  · 

  5. NZ Payroll - Annual Leave Cash Up to Automatically Roll Into Annual Leave

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Payroll  ·  Admin →
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    Rachel MacLennan commented  · 

    I've just tidied up customers messes as they didn't realise they had to manually deduct and add to Cashed up totals. Astonished this isn't automatic.

    Rachel MacLennan supported this idea  ·