Settings and activity
6 results found
-
44 votes
Great to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
Chris Foxcroft-Hibbs, CPA
supported this idea
·
-
37 votes
Thanks for sharing your idea, Chris. Appreciate how automated coding via an import file would be helpful when onboarding a new client.
Our product team are paying close attention to feedback coming from our beta users. We'll keep a close eye on others that'd like to see this too, and share if there are any plans.
Chris Foxcroft-Hibbs, CPA
shared this idea
·
-
70 votes
Thanks so much for the interest in this idea, everyone! We're currently exploring how we could make automation more visible from the Homepage/Dashboard. 🙂
So, imagine we updated the bank account widgets. How would you rank the importance of different statistics? Complete our short, anonymous poll here.📊
Chris Foxcroft-Hibbs, CPA
supported this idea
·
An error occurred while saving the comment -
43 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Chris Foxcroft-Hibbs, CPA
supported this idea
·
-
40 votesChris Foxcroft-Hibbs, CPA
supported this idea
·
-
23 votes
Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
An error occurred while saving the comment Chris Foxcroft-Hibbs, CPA
commented
I agree that having multiple contacts for a project is needed.
I have a client who hosts tours with multiple individuals that pay their own invoices but there is only one tour, and one project in Xero for that tour. Without multiple customers applied, we can't get the right profitability.
Another option is to allow one customer contact group to be connected to a project because then we can group the customers and apply the project to the group.
Chris Foxcroft-Hibbs, CPA
supported this idea
·
Or having a default by firm or by organization in "MyXero" or "XeroHQ", then the ability to turn off for a bank account if needed.