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154 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
Monique Wolvekamp
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312 votesMonique Wolvekamp
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1,203 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Monique Wolvekamp
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1 voteMonique Wolvekamp
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4 votesMonique Wolvekamp
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54 votesMonique Wolvekamp
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An error occurred while saving the comment -
45 votesMonique Wolvekamp
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80 votes
Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.
As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂
Monique Wolvekamp
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108 votesMonique Wolvekamp
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117 votesMonique Wolvekamp
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126 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Monique Wolvekamp
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111 votesMonique Wolvekamp
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148 votes
Hi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.
The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.
We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.
Monique Wolvekamp
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224 votesMonique Wolvekamp
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An error occurred while saving the comment Monique Wolvekamp
commented
It would be nice to have this integrated and not to rely on an add-on
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682 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!
Monique Wolvekamp
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610 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Monique Wolvekamp
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4 votes
Thanks for raising, GD. May I ask which bank you're using that supplies OFX V2? May help when sharing back with our Banking team. 🙂
Monique Wolvekamp
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An error occurred while saving the comment Monique Wolvekamp
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Hi there, what is OFX v2? I am working with Société Générale. This bank is combining in their OFX format both main bank movement and credit card movements which will give me the following error message in Xero : The file selected contains more than one statement which is not currently supported. Download a file with transactions for one account and try again. Why does Xero not allow for multiple statements? Is this the same as the OFX v2 error?
My error message finds its cause in the fact that I have an export from the bank that contains both <bankmsgrsv1> and <creditcardmsgrsv1> transactions. This now results in manual manipulation of my OFX exports which I believe can be easily avoided if Xero would allow for multiple statement acceptation for the same bank account.. Does any one else have this problem?
I would like the search function to look for all field, for example including the notes of a contact, where you can then add something special that can help in queries