Settings and activity
10 results found
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24 votes
BBB Bookkeeper
supported this idea
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27 votes
Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works.
It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do?
An error occurred while saving the comment BBB Bookkeeper
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
BBB Bookkeeper
shared this idea
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20 votesBBB Bookkeeper
supported this idea
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49 votes
An error occurred while saving the comment BBB Bookkeeper
commented
Find & Match - Filters
The ability to filter through outstanding bills/invoices dates in Find & Match tab would assist with selecting bulk bills/invoices rather than having to scroll and select individual invoices under each date required . E.g. This would be really helpful for batch payments being made on termed accounts with multiple invoices each payment. The ability to also view an attachment from this tab rather than having to open an entirely new screen would be most helpful.
BBB Bookkeeper
supported this idea
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7 votesBBB Bookkeeper
supported this idea
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17 votes
Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update so just wanted to let you know how it's going.
We've reviewed this idea and have moved it to Gaining Support status.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
BBB Bookkeeper
supported this idea
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287 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
An error occurred while saving the comment BBB Bookkeeper
commented
Would benefit from this feature to also be able to quickly reference details on the attachments, maybe another report to filter and export the attachment files as per search?
An error occurred while saving the comment BBB Bookkeeper
commented
This is such an imperative part of record keeping, I'm surprised to find out there isn't a report that supports this feature for compliance
BBB Bookkeeper
supported this idea
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18 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members so we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
An error occurred while saving the comment BBB Bookkeeper
commented
This is a great idea!! So beneficial!
Is there any progress on this?
BBB Bookkeeper
supported this idea
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792 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.
BBB Bookkeeper
supported this idea
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This would be most helpful, as on a monthly basis I find myself having to do the same thing... export invoices, then individually save each page as a separate PDF in order to have the invoices as separate files. This could be up to 50 at a time.
There should be an option to export invoices as 1 invoice per file, or 1 invoice per page!