Settings and activity
45 results found
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1 vote
Flora Keiller
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10 votesFlora Keiller
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An error occurred while saving the comment -
6 votesFlora Keiller
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29 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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23 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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25 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
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4 votesFlora Keiller
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6 votesFlora Keiller
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51 votesFlora Keiller
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67 votesFlora Keiller
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81 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
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5 votesFlora Keiller
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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
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27 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
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9 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
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3 votesFlora Keiller
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293 votesFlora Keiller
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12 votesFlora Keiller
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277 votesFlora Keiller
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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.