Settings and activity
14 results found
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1 vote
Hey David, thanks for this Idea, we just need more information so we can review this. If you can let me know where the Placeholders are situated and how having the previous year option would benefit your business processes then we can complete the review.
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David Routledge
shared this idea
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1 vote
Hi David, thanks for bringing this to the community. We understand the request to choose which Bank Rules can auto-reconcile, rather than having an all-or-nothing setting for the account.
This could make it easier to automate routine transactions while keeping more complex supplier or customer transactions for manual approval.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you’d like the setting to work.
David Routledge
shared this idea
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5 votes
Hi everyone, thanks for sharing this idea. We understand that having document extraction follow your organisation settings could help reduce manual adjustments when reviewing bills and receipts.
The suggestion is to have document extraction automatically apply existing organisation defaults, such as tax settings, currency, and tracking categories, when creating transactions.
For now, supplier rules and automation settings can help prefill some details and reduce manual updates. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
An error occurred while saving the comment David Routledge
commented
You can set your company preference to tax exclusive or tax inclusive, but the Xero app to Xero Bills function does not follow the company settings and always puts to tax exclusive. Can this be as per the company settings? Eg we would like it to always be tax inclusive.
My specific use case is, photograph receipt on iPhone, share to Xero and choose "New Bill". This always defaults to Tax Exclusive, ignoring my organisational default of "Tax Inclusive". I have raised with Xero support who said this is expected behaviour (not sure why) and they suggested posting it as a product idea.
Note that this idea is similar to the existing product idea "Emails to BIlls - Auto capture the bill as tax exclusive" but the behaviour via App is different to the behaviour via "email to bills".
David Routledge
supported this idea
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1 vote
Thanks for bringing this to the community, David. Having Reconcile To default to the account selected in Pay From could make processing bill payments more straightforward.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know if you’d expect the field to always match or remain editable.
David Routledge
shared this idea
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25 votes
Thanks Dominique, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
David Routledge
supported this idea
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An error occurred while saving the comment David Routledge
commented
Similarly, when saving a bill via the Xero App, it always sets the bill to Tax Exclusive.
Please note this is different to "Xero email bills" - which always sets the bill to Tax Inclusive.
In both cases, it should be as per the company settings - as a previous commenter said, what is the point of having company settings if they are ignored. Thank you!
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1 vote
Thanks for bringing these ideas to us, David! 🙂
We’ve split your suggestion into two separate Ideas for ease of reference, so the community can vote and comment on each one individually. This will also help us understand which part of the request is most important to the community and gauge the level of interest in each idea.
We’ll keep a pulse on the interest for this idea and share if there are any updates. Feel free to share the Ideas with colleagues who’d also like to see these improvements so they can add their support too.
David Routledge
shared this idea
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10 votesDavid Routledge
supported this idea
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An error occurred while saving the comment David Routledge
commented
agreed, please can this be added
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6 votes
Appreciate hearing your feedback on this here. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm, while slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills).
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to you, or Bills to pay widgets however we'll begin to get…
David Routledge
shared this idea
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318 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
David Routledge
supported this idea
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798 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
David Routledge
supported this idea
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4 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. Remember to 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.
David Routledge
shared this idea
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110 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
An error occurred while saving the comment David Routledge
commented
Agree. And even if it flags a genuine duplicate, there is no option to do anything about it, only a "Keep all" option which basically means this feature is useless! Please tell me I am misunderstanding.
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101 votes
An error occurred while saving the comment David Routledge
commented
The email template, for example sales invoice, controls most of the email body but not all of it. If the email template starts "Hi [Client]" for example, the actual email generated automatically adds content before this, namely a logo, company name, amount and due date. I would like to be able to control this content as well, but it seems unchangeable. In contrast, the invoice template allows full control so you can apply various branding. Please can you open up all the email content to be controlled by the template.
David Routledge
supported this idea
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51 votesDavid Routledge
supported this idea
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This relates to repeating bills. In the reference and description fields, you can insert placeholders, but the options are limited to a few choices, not including "previous year". I have already given a real world example in the main description.