Settings and activity
10 results found
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29 votes
Hi everyone, as our product teams keep developing Xero they have been continuing to lean into the forums here to help inform and plan work.
We appreciate the impact this feature could have to those that have supported the idea here - This in mind I'm pleased to share that we're working on expanding the search capability of the Account Transactions page of the bank account to enable users to search by transaction Reference or Payment reference 🙂
As soon as this is ready for you to make use of I'll be back to share with you all! Thanks
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Rochelle Dalziel
commented
Adding my support for this product "idea", which used to be available but appears to have been discounted in favour of using the Reports functions. I don't want to run a report on a list of transactions in our credit card account, I want to search for transactions using a specific reference as noted in the Reference field that I populate when I reconcile these transactions.
I find it really useful to be able to click on these transactions to edit or view them in full, from the bank transactions screen. I really don't want to resort to using Reports and going back and forth between screens and functions to do what I need to do. It's frustrating and time consuming.Please reinstate searching by reference.
Rochelle Dalziel
supported this idea
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59 votes
Hi team, we thoroughly appreciate the feedback we've received from our community here.
I want to share that our product team have made a recent change for the banner that you receive in invoicing, so now if you choose to 'dismiss' this it'll be permanent and the banner will no longer appear.
We want to be open that we don't have any plans to provide the ability to turn off online payments for an organisation completely.
Rochelle Dalziel
supported this idea
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318 votes
Hey everyone 👋 Thanks so much for all the detailed feedback on applying work patterns for part-time employees. We’ve been following the conversation and understand that manually adjusting pay runs for pro-rata entitlements can be a real challenge. It’s clear that having this automated could save time and give you greater peace of mind.
I’m pleased to let you know our product team has reviewed this idea and we’re updating the status to ‘Accepted’. This means that while it’s not on our immediate roadmap, it’s something we see real value in and want to bring into Xero when we can prioritise the work.
In the meantime, the workarounds shared here, like manually adjusting hours in each pay run, remain the best approach. We really appreciate you taking the time to share your thoughts, as your feedback plays a crucial role in shaping Xero. We’ll keep you updated on any developments…
Rochelle Dalziel
supported this idea
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86 votes
Hi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
Rochelle Dalziel
supported this idea
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111 votes
Hi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.
Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.
We'll keep monitoring interest of this here and will update if there are any developments.
Rochelle Dalziel
supported this idea
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5 votes
Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
Rochelle Dalziel
supported this idea
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435 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Rochelle Dalziel
supported this idea
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245 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Rochelle Dalziel
supported this idea
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60 votesRochelle Dalziel
supported this idea
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40 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
Rochelle Dalziel
supported this idea
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Thanks for the update Xero. I think most users would appreciate the simplicity of being able to conduct a search by reference whilst inside the account transactions screen, rather than having to run a report - or multiple reports - as we have been forced to do.
If, like me, other users need to run searches for multiple small reference terms, running a report is rather cumbersome and often fraught with frustration.
Please strongly consider making this simpler and easier for your users :)