Settings and activity

11 results found

1. Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Ayman Hirji supported this idea  ·  12 April, 2024

2. Batch Deposit - Include over/pre payment when creating batch

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   submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Ayman Hirji supported this idea  ·  12 April, 2024

3. Batch payments - Editing a Payment Run

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ayman Hirji supported this idea  ·  12 April, 2024

4. Account Transactions | Batch Payments - Search individual payments within a batch

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Ayman Hirji supported this idea  ·  12 April, 2024

5. Invoices - Ability to send Invoices and statement to seperate email addresses

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   40 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Ayman Hirji supported this idea  ·  12 April, 2024

6. New Invoicing - Typeable dates in Date fields

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

   Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

   We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

   Ayman Hirji supported this idea  ·  12 April, 2024

7. New Invoicing - Add Payment details on invoice screen

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   147 votes

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   submitted  ·  19 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ayman Hirji supported this idea  ·  12 April, 2024

8. Bills - Flag a Bill as 'in dispute / query'

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   208 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but… more

   Ayman Hirji supported this idea  ·  12 April, 2024

9. New Invoicing - Remember default settings

   208 votes

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

   Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

   For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
   Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
   Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send me a copy' are based on the last email you sent. This uses settings stored in your web browser - for example, if you often change computers, or clear your browsers cache this will revert back to the default of the options being 'unchecked'.
   We do have plans for looking deeper into possible default controls, however this will come later once we've got everyone across to the new invoicing experience. We'll keep you updated of any further progress for this here.

   Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

   For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
   Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
   Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send… more

   Ayman Hirji supported this idea  ·  12 April, 2024

10. New invoicing - Add lines button

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    266 votes

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    submitted  ·  21 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Ayman Hirji supported this idea  ·  12 April, 2024

11. Batch payments - Ability to include credit notes

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    submitted  ·  64 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Ayman Hirji supported this idea  ·  12 April, 2024