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7 results found

  1. New Invoicing - Option to switch Autosave off

    402 votes

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    submitted  ·  178 comments  ·  For small businesses » Business features  ·  Admin →
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    Michelle Fox supported this idea  · 

  2. Repeating Invoices: Pause and resume repeating invoices

    41 votes

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    submitted  ·  15 comments  ·  For small businesses » Business features  ·  Admin →
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    Michelle Fox supported this idea  · 

  3. Branding - Links to Invoices from custom DOCX Statements

    51 votes

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    submitted  ·  15 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Michelle Fox supported this idea  · 

  4. Bank Reconciliation - Reconcile against Statement

    80 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

    Michelle Fox supported this idea  · 

  5. Reports - Accounts display in GL account number order on reports

    87 votes

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    21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Michelle Fox supported this idea  · 

  6. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    612 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Michelle Fox supported this idea  · 

  7. Invoice - Add notes/comments line item

    92 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

    This isn't something we have planned at present. 

    We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

    Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

    We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

    Michelle Fox supported this idea  ·