Settings and activity
54 results found
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33 votes
Hi everyone, thanks for sharing your feedback on a direct bank feed for Square. We understand that using a third-party integration isn't always seamless and that a direct feed, like the one for Stripe, would make life easier when reconciling your payments.
As noted by others here, the current solution is to connect an app from the Xero App Store to bring your Square transactions into Xero, or you can continue to manually import these.
Right now, building a direct bank feed for Square isn’t in our plans. We're continuing to monitor the interest in this idea, so please keep adding your votes and comments as it helps us see the demand.
Flora Keiller
supported this idea
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10 votesFlora Keiller
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125 votesFlora Keiller
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6 votesFlora Keiller
supported this idea
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281 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
Flora Keiller
supported this idea
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47 votesFlora Keiller
supported this idea
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364 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Flora Keiller
supported this idea
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50 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Flora Keiller
supported this idea
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153 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
An error occurred while saving the comment An error occurred while saving the comment Flora Keiller
commented
This is a huge oversight. You can't post manual journals to bank accounts in Xero so the only way to manually enter debits/credits is through spend or receive transactions. I have a few clients who have weekly standing orders to various savings/internal accounts and manually entering these one-by-one every week is very time-consuming for such a small task.
Either let us post journals to bank accounts or please add the option to repeat spend/receive transactions
Flora Keiller
supported this idea
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23 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
Flora Keiller
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47 votesFlora Keiller
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19 votesFlora Keiller
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14 votesFlora Keiller
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51 votes
Thanks for all your engagement on this idea. We understand that the option to post receive money transactions from Hubdoc is important to all who've supported this, however we want to be transparent that this isn't a feature we're currently working on.
Please continue to add your support to this idea and if there are any changes around this we'll share with you all, here.
Flora Keiller
supported this idea
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7 votes
An error occurred while saving the comment Flora Keiller
commented
In Xero we can enable payments on any account which allows us to post payments from that account directly. In Hubdoc you can only post spend money transactions from accounts listed as 'bank accounts' in Xero. This creates extra work for us when reconciling accounts as we also aren't able to post journals to bank accounts in Xero so we have to find a work around.
Please update Hubdoc also include any accounts that have payments enabled
Flora Keiller
supported this idea
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11 votesFlora Keiller
supported this idea
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An error occurred while saving the comment Flora Keiller
commented
The documents no longer display the date they were added like they did in classic invoicing. The date also doesn't show in the history section so there's no way of knowing when documents were added.
When you have multiple people working on the same organisation you need to be able to clearly see things like this.
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8 votesFlora Keiller
supported this idea
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41 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
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5 votes
An error occurred while saving the comment Flora Keiller
commented
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.
Flora Keiller
supported this idea
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27 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
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If we aren't going to have the ability to set up repeating spend/receive money transactions then we need to be able to post journals to bank accounts.
We're all aware that Xero can suggest entries from the bank feed, but that isn't enough. You advertise as a platform for small business owners, which is probably why some features like bank journals aren't available, to stop people accidentally messing up their books. That would be fine, but you also advertise as being for accountants and bookkeepers, and we need access to these features in order to do our job effectively. The amount of time I've wasted figuring out workarounds in Xero is ridiculous, compared to Sage which gives me full control.
We have different access levels for different users. Could there be a new access level for accountants and bookkeepers, which allows us to post journals to bank accounts?