Settings and activity
21 results found
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66 votes
Hello everyone, thanks for your engagement and feedback regarding using labels in Xero Expenses.
We are currently reviewing all of our product ideas as part of a wider project to streamline the status of our community support on Xero Product Ideas and wanted to provide you with an update about this idea.
After reviewing this idea and our product roadmap, this feature isn't currently on our immediate plans as our development teams are focused on other core improvements across the Xero platform.
The status has now been updated to Not In Pipeline. Our product team will continue to monitor this idea and we’ll let you know if anything changes.
Ronald Zuniga Delgado
supported this idea
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95 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
Ronald Zuniga Delgado
supported this idea
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2 votes
Hi everyone, thanks for raising this suggestion. It’s clear that managing practice cash flow is a key priority, and having a way to handle client access when accounts are overdue would help streamline credit control. We hear that manually adjusting permissions or subscriptions in these situations can take time, and a more centralised approach would be helpful.
As noted in the thread, the current process involves manually updating client or staff permissions, or adjusting subscription settings where needed.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more formal suspension or control option could support better accounts receivable management.
Ronald Zuniga Delgado
shared this idea
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347 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Ronald Zuniga Delgado
supported this idea
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
An error occurred while saving the comment Ronald Zuniga Delgado
supported this idea
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580 votes
Hi everyone, thanks for continuing to share feedback about paying multiple bills in foreign currencies with us here.
As mentioned in my last update UK organisations can use our online bill payments solution with Crezco to pay international suppliers.
UK businesses can now use open banking to pay suppliers in 180+ countries, including in EUR, USD and AUD, either individually or in batches. Payments can be prepared by a team member, authorised and tracked in Xero.
To share further progress in the US we've launched online bill payments through Melio, which includes ACH and international or cross-border payments.
We've also launched a bill payments solution for AU with AirWallex that's currently in early access. This doesn't yet support paying in foreign currency however this functionality is high on our radar as we continue to develop this experience.
We’ll continue to share progress as the further regional capabilities develop. Thanks
Ronald Zuniga Delgado
supported this idea
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726 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Ronald Zuniga Delgado
commented
Improve all user role. Not only en bank. Is very important in financial information (reports) too. Remember that Xero work with administrative staff, accountant, owners. Is very importan to fix scope of diffents roles.
Ronald Zuniga Delgado
supported this idea
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72 votes
Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
Ronald Zuniga Delgado
supported this idea
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74 votes
Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
Ronald Zuniga Delgado
supported this idea
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123 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Ronald Zuniga Delgado
supported this idea
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90 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Ronald Zuniga Delgado
supported this idea
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803 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.
Ronald Zuniga Delgado
supported this idea
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407 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Ronald Zuniga Delgado
supported this idea
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320 votes
Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.
We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.
Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.
At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅
Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.
We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.
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Ronald Zuniga Delgado
supported this idea
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19 votes
An error occurred while saving the comment Ronald Zuniga Delgado
commented
it would be usefull
Ronald Zuniga Delgado
supported this idea
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6 votes
An error occurred while saving the comment Ronald Zuniga Delgado
commented
It would be very useful to improve quality information to Practice Manager. Is very important to us when we send information to goverment or other third party. Each license has this features, so in our case we have more than 250 customer an this action take its time.
Ronald Zuniga Delgado
supported this idea
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17 votesRonald Zuniga Delgado
supported this idea
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28 votesRonald Zuniga Delgado
supported this idea
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82 votesRonald Zuniga Delgado
supported this idea
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286 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
An error occurred while saving the comment Ronald Zuniga Delgado
commented
It will be usefull for global user that Xero can convert pdf files to upload bank statement. There are a lot of banks that use only pdf format file.
Ronald Zuniga Delgado
supported this idea
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it will be very usefull. Invoice reminder is very usefull when relation is one customer to one invoice. So in many bussines operations usually have one customer to several invoices. So in that case it will very usefull be able to send statemente in automatic way, similar to invoice reminder.