Settings and activity
19 results found
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140 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Gina Dagg
supported this idea
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57 votes
Hi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
Gina Dagg
supported this idea
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14 votes
Hi team, while not a feature wide control we've implemented a change leveraging Xero notifications service so you can set a reminder and stay on top of Activity Statement lodgments - Within the settings of this report you'll find a due date reminders tab where you can select a recipient and when you want the reminder to be sent.
Gina Dagg
supported this idea
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31 votes
Hi team, pleased to share that this is a feature that will be coming with the new Xero Homepage! Once released it will be an option available from the bill drop down within the Bills to pay widget 😊. I'll round back to share as it becomes available in orgs.
If you'd like to get more understanding of the new homepage and navigation visit our website and try out the prototype!
Gina Dagg
supported this idea
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345 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Gina Dagg
supported this idea
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23 votesGina Dagg
supported this idea
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97 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Gina Dagg
supported this idea
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105 votes
Hello everyone, while you can currently export reports to compare pay runs, we understand the value of having this capability built directly into Xero and have been following this idea closely.
For now, AU and UK organisations can use the Payroll Activity Details report for one employee at a time by selecting the relevant date range for the pay periods. To help prevent errors, we recommend checking that employee pay templates are set up correctly, ensuring future pay runs are consistent and accurate.
Although this isn’t on our roadmap at present, we recognise the impact it'd have for customers and will continue to consider it as we plan future payroll enhancements. We’ll share any updates related to payroll comparatives here.
Gina Dagg
supported this idea
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126 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Gina Dagg
supported this idea
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131 votesGina Dagg
supported this idea
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742 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Gina Dagg
supported this idea
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57 votes
Hi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.
We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.
This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.
Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.
Gina Dagg
supported this idea
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70 votesGina Dagg
supported this idea
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735 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Gina Dagg
supported this idea
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641 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Gina Dagg
supported this idea
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472 votes
Thanks for your engagement with this idea to allow setting specific working days for part-time employees in AU Payroll. We understand wanting to handle these common working arrangements smoothly and accurately.
We know this is a key area for improvement and we'd like to look into this deeper in the long term, however it’s not in our roadmap just yet.
Right now you'll need to manually adjust leave requests.
We'll be sure to provide another update as we move forward with our investigations.
Gina Dagg
supported this idea
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177 votes
Hey Community, thanks for all the support shown for this idea. We understand that the core of this request is for business owners and payroll admins to be able to view, edit and complete draft timesheets.
Our product teams have carefully considered this, however we want to be upfront that developing this capability isn't on our foreseeable roadmap at this time.
The idea will remain open for votes so we can continue to gauge interest, as it will be important for when we next review our payroll priorities. Thanks again for sharing with us here, we really do value your input.
Gina Dagg
supported this idea
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1,227 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Gina Dagg
supported this idea
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636 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Gina Dagg
supported this idea
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