Settings and activity
8 results found
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260 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
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Denise Scott
supported this idea
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136 votes
An error occurred while saving the comment Denise Scott
commented
This used to be available within this report as I had a custom report built for this but someone, somewhere within Xero has removed the option to add quantities & unit price to the Account Transaction report. What is the point of giving the ability to post bills/invoices using quantity & unit price if you can't then report on how much of a particular item you have purchased. We are trying to extract information for a UK Government funded Carbon Audit for farming clients and now have to resort to drilling into each transaction to find out the quantities purchased of fertiliser and fuel. This should be a standard means of reporting for non-service industry clients who don't function in the same way as e.g. plumbers merchants and the like.
Denise Scott
supported this idea
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29 votesDenise Scott
supported this idea
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67 votesDenise Scott
supported this idea
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186 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
Denise Scott
supported this idea
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524 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Denise Scott
supported this idea
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64 votes
It's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
Denise Scott
supported this idea
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581 votes
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.
Denise Scott
supported this idea
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We need this in the UK, please hurry it up Xero.