Settings and activity
11 results found
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28 votes
Hitesh Timbadia
supported this idea
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28 votes
Hi team, appreciate the continued feedback and hearing the needs around this idea. We understand there different workflows in which a document may be attached to a transactions that has already been recorded.
We are pleased to share that this is in the process of rolling out with Smart document capture and auto-match that's currently in beta with AU and NZ.
Auto-match compares details of your document against the transactions already in your organisation and will auto attach if it finds a match. 🙂
You can read up more on this feature on Xero Central and I'll round back to share once it's fully released.
An error occurred while saving the comment Hitesh Timbadia
shared this idea
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7 votes
An error occurred while saving the comment Hitesh Timbadia
commented
Mindy, thanks for your support.
I honestly do not know if Xero checks our inputs, and what their thoughts are. Maybe they have received so many, they feel the best way is to just ignore and keep collecting our money.
Can i ask if your Xero installation is in Singapore, but not SGD functional currency? I assume you are using GST Audit Beta just like i am.
Hitesh Timbadia
shared this idea
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24 votes
Thanks so much for sharing this feedback 🙂 I can completely see why this would make for better processing we are now moving this to Gaining Support so the product team can capture the impact and visibility of the experience. You can invite friends and colleagues to vote and comment on this so our Product team can see how this improvement would positively impact our customers.
An error occurred while saving the comment Hitesh Timbadia
commented
This would be a great idea. In addition, there could be a "master tick box" at the top to select ALL invoices for credit, or even an option to allocate based on FIFO or LIFO dates.
Current system is very time consuming, especially for large number of invoices that needs credit allocating.Xero is all about productivity, so this would enhance Xero's value to their user for sure !
Hitesh Timbadia
supported this idea
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7 votesHitesh Timbadia
supported this idea
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77 votesHitesh Timbadia
supported this idea
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13 votes
An error occurred while saving the comment Hitesh Timbadia
commented
Running Balance (Source) is just a natural column that makes sense. Doesnt look like a big job to add it in but absolutely a big requirement
Hitesh Timbadia
supported this idea
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355 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Hitesh Timbadia
supported this idea
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1,295 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Hitesh Timbadia
supported this idea
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580 votes
Hi everyone, thanks for continuing to share feedback about paying multiple bills in foreign currencies with us here.
As mentioned in my last update UK organisations can use our online bill payments solution with Crezco to pay international suppliers.
UK businesses can now use open banking to pay suppliers in 180+ countries, including in EUR, USD and AUD, either individually or in batches. Payments can be prepared by a team member, authorised and tracked in Xero.
To share further progress in the US we've launched online bill payments through Melio, which includes ACH and international or cross-border payments.
We've also launched a bill payments solution for AU with AirWallex that's currently in early access. This doesn't yet support paying in foreign currency however this functionality is high on our radar as we continue to develop this experience.
We’ll continue to share progress as the further regional capabilities develop. Thanks
An error occurred while saving the comment Hitesh Timbadia
commented
why would foreign currency batch payments not be allowed? there seems to be no logical reason.
At the very least, you can limit foreign currency batch payments to made from bank accounts with the same foreign currency !Hitesh Timbadia
supported this idea
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9 votes
An error occurred while saving the comment Hitesh Timbadia
commented
If anyone in Singapore is using Xero but not SGD-based, please let me know how you are managing this?
Hitesh Timbadia
shared this idea
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Kelly
yes, am aware we can attach from within the transaction. just that in terms of efficiency, both ways will be better, espcially in cases like ours where we have lots of scanned docs and attaching them one by one from within the transaction take a very long time.
anyway, appreciate your prompt response, and hope there will be more support for this soon !