Settings and activity
6 results found
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80 votes
Thanks for your input and letting us know how useful being able to show formula rows as %'s would be when reporting from Xero.
This is something our team have plans to pick up work for soon and for now we'll move to Under review, I'll return to share as this moves along 😊
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Chris Thomas
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360 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…Chris Thomas
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
335 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
Chris Thomas
supported this idea
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677 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
Chris Thomas
supported this idea
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664 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Chris Thomas
supported this idea
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354 votes
An error occurred while saving the comment Chris Thomas
commented
Another vote for this feature. We work with Ecommerce businesses and there are Shopping Cart systems like Brightpearl and Shopify that create 1 consolidated invoice per day for the sales and 1 consolidated invoice per day for the refunds.
At the moment each individual credit note needs to be manually matched to the invoice for that day. Extremely time consuming.
This thread was opened 5 1/2 years ago and no comments from Xero support. So it's safe to assume that this one needs a few more thousand votes to be considered.....
Chris Thomas
supported this idea
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Another vote for the percentage formula in a custom report please Xero.