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4 results found

  1. Bank Rec - Filter Find and Match by transaction type

    11 votes

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    3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea around being able to further filter the Find and Match options 🙂

    We've reviewed it and moved it to Gaining support. This means the idea is now open for other customers to vote on and comment, which helps build a clearer picture of the level of interest and the different ways this could be useful.

    If further filtering in Find and Match would improve your workflow, it would be helpful to add a vote or comment with a bit more detail on the types of filters you'd want to use and the scenarios where they would make the biggest difference.

    We’ll continue to track the feedback shared here.

    Helen Thompson supported this idea  · 

  2. Bills - Option to permanently dismiss Pay bills online pop-up message

    48 votes

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    20 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks again for all the feedback we’ve received about this flow here. Our team has taken this on board.

    It’s worth highlighting that the pop up window that shows for every payment is part of the payment flow to determine how you’d like to process the payment - You can choose to pay by online bill payments or manual payment. We want to be upfront that we don’t have any plans to permanently remove this flow.

    However, based on feedback the team has added a selection to the modal in the screenshot here ”‘Don’t show again” to return to the original experience when it's possible to continue with manual batch domestic payments.

    If you check this option you’ll be taken back through the older payments flow the next time you go to make a payment of this kind.

    Please note, if you simply click the ‘X’ button in…

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    Helen Thompson commented  · 

    OMG this is so annoying, its driving me insane, I make about 5-10 payments every day and this pop is SOOOOO annoying, please remove this, not all companies want to use you online bill system, its not economically viable for us to use.

    Helen Thompson supported this idea  · 

  3. Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page

    92 votes

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    40 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Helen Thompson supported this idea  · 
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    Helen Thompson commented  · 

    Please can you put page forward or back at the top of the page on Banking, invoices and bills, etc. rather than at the bottom, going all the way down so you can back or forward is annoying, most accounts packages have it at the top and bottom

  4. Customer Statement - Send an overdue invoice statement

    341 votes

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    53 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.

    We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.

    We'll be sure to share further updates on this with you all, here.

    Helen Thompson supported this idea  · 
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    Helen Thompson commented  · 

    its annoying that other accounts programmes will let you set up automatic statements for month end, but Xero won't only sending reminders for individual invoices, which most of my customers would get at least 10-30 reminders a month, rather that one statement!!