Settings and activity
48 results found
-
1 vote
Flora Keiller
shared this idea
·
-
1 voteFlora Keiller
shared this idea
·
-
6 votesFlora Keiller
supported this idea
·
-
24 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
Flora Keiller
supported this idea
·
-
98 votes
Hi team, I know it's been a while since my last update and we'd like to confirm that our team are working to address your concerns, here. We'll be providing quicker access to the calendar picker for both the invoice due and issue dates. Work's underway atm and we plan to have this released to you all before classic invoicing retirement. I'll swing back again as soon as it's ready 🙂
Flora Keiller
supported this idea
·
-
5 votes
An error occurred while saving the comment Flora Keiller
supported this idea
·
-
15 votes
An error occurred while saving the comment Flora Keiller
commented
We can do this in the bank reconciliation when creating new transactions, please allow us to do it in new invoicing as well. At the moment I need to have another tab open to view the files. Yet another workaround I've had to implement in order to make Xero usable.
Flora Keiller
supported this idea
·
-
24 votes
Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
Flora Keiller
supported this idea
·
-
4 votesFlora Keiller
supported this idea
·
-
5 votesFlora Keiller
supported this idea
·
-
38 votesFlora Keiller
supported this idea
·
-
11 votes
Hi team, appreciate the feedback we've received on this, here. While I've made sure to share the needs back with our team, I also wanted to highlight how you can make sure you keep a copy of your file in your library for now.
If you shift files to a folder when you upload them to Xero, they will remain in the folder once you add them to a new invoice. So, this way you have it both attached to the invoice and available in the files library.
Flora Keiller
supported this idea
·
-
58 votesFlora Keiller
supported this idea
·
-
64 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
An error occurred while saving the comment Flora Keiller
commented
Bank rules only work for accounts that have statements either through bank feeds or manual imports.
The problem is with accounts that don't have statements imported, like petty cash or till floats. Bank rules are useless and you can't post manual journals so everything needs to be done via individual spend/receive money transactions
This is so laborious and there needs to be an option to allow manual journals to be posted to bank accounts. I understand that some users may need protected from accidentally causing imbalances in the accounts but a vast number of Xero users are accountants and bookkeepers who know what they're doing and need to be able to make these entries.
Flora Keiller
supported this idea
·
-
5 votesFlora Keiller
supported this idea
·
-
43 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Flora Keiller
supported this idea
·
-
25 votes
An error occurred while saving the comment Flora Keiller
commented
It's really frustrating that there isn't a way to do this. I accidentally click the OK button quite a lot but I don't always see what I clicked it on so I have to go and try to find the transaction
Flora Keiller
supported this idea
·
-
7 votes
Hi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
Flora Keiller
supported this idea
·
-
2 votesFlora Keiller
supported this idea
·
-
287 votesFlora Keiller
supported this idea
·
In bank reconciliation the options are still the other way around which makes it even harder to keep up a good workflow. It would be very easy to change the order of the buttons and keep it consistent between invoicing and bank rec. Please update this.