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4 results found

  1. Bills - Apply contact defaults when automating bill creation

    19 votes

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    8 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly M (Community Manager, Xero) responded

    Hi team, we'd like to jump into this thread with an update for you all. We have made a recent update to simplify bill creation and further automation in Xero. Bill's created from email, web or mobile, will automatically apply defaults that have been pre-set in your organisation such as account codes, tax rates, and tracking categories.

    We appreciate this idea has been raised in relation to eInvoicing and third-party app creation which this functionality doesn't extend to at this time, but wanted to share for those using email to bills, or uploads.

    We will continue to track the interest in these other creation types and share if there are any further improvements.

    Lauren Micale supported this idea  · 

  2. Client Insights - Monthly Transaction count

    14 votes

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    5 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how important accurate transaction counts are for pricing, quoting, and managing practice workload.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Lauren Micale supported this idea  · 

  3. Activity Statement - Ability to revise through Xero

    48 votes

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    submitted  ·  29 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Lauren Micale supported this idea  · 

  4. Hubdoc - Convert bank statement to csv file

    301 votes

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    58 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    under review  ·  Dana A responded

    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!

    Lauren Micale supported this idea  ·