Settings and activity

9 results found

1. Reporting - Add a Budget column to the Cash Summary

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jacqui Bates supported this idea  ·  17 January, 2025

2. Contacts - Send out bulk emails to suppliers and customers

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   82 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.

   
   

   That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.

   
   

   I know this isn’t the news you’re hoping for, but we want to be transparent so you can make the best choices for your business.

   Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.

   
   

   That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.

   
   

   I know this isn’t the news you’re hoping… more

   Jacqui Bates supported this idea  ·  02 September, 2024

3. General Ledger (detailed) - Quantity column

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   2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Maddy, may depend on how the stock is being recorded in Xero and reconciled with Figured - would the Inventory Item Details report be of use here? 

   You could group by Item name, include Expense, Inventory & Revenue accounts, as well as QoH movement to view the total # of units sold in the period you're running the report for. 

   Jacqui Bates supported this idea  ·  02 August, 2024

4. Bank Rule - Automated bank rule reconciliation

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jacqui Bates supported this idea  ·  25 July, 2024

5. Bank Reconciliation - Show Total of selected transactions

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   submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jacqui Bates commented  ·  06 June, 2024  ·  Edit…  ·  delete…

   This would make manually reconciling a till account so much quicker. Due to delays in the card money hitting the bank, I can't always get it to come back to a running total

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   Jacqui Bates supported this idea  ·  06 June, 2024

6. Batch Payments - Bills stays selected/ticked on multiple pages

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

   Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.

   We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.

   Jacqui Bates supported this idea  ·  06 June, 2024

7. New Invoicing - Reduce number of steps and clicks

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

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

   This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

   We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… more

   Jacqui Bates supported this idea  ·  06 June, 2024

8. Tracking - Ability to import categories

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   submitted  ·  25 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Jacqui Bates supported this idea  ·  23 March, 2024

9. Advanced Inventory - Assembly Inventory

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   submitted  ·  22 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jacqui Bates supported this idea  ·  25 January, 2024