Settings and activity
17 results found
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106 votes
Thanks again for everyone's support in this idea.
We'd like to let you know that the ability to drag contents from one field up or down a column within an individual invoice is now live to all users, to help save time repeating details like tracking, account codes and tax rates across multiple line items.
From the blue dot in the bottom-right corner of a cell drag up or down the column. Alternatively, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply.
Again, we know some members here were also looking for bulk updates across multiple invoices, rather than just across lines within a single invoice. That part of the request isn’t included in this release, so we’ll keep the idea open as Accepted for future consideration. 🙂
Casey Sun
supported this idea
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117 votes
Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
An error occurred while saving the comment Casey Sun
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43 votes
An error occurred while saving the comment Casey Sun
commented
updates for this please
Casey Sun
supported this idea
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An error occurred while saving the comment Casey Sun
commented
Hi could i have a button to show originate currency in amount inn supplier bill activity report?
An error occurred while saving the comment Casey Sun
commented
Hi could i have a button to show originate currency in amount inn supplier bill activity report?
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60 votesCasey Sun
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581 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
Casey Sun
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54 votesCasey Sun
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34 votesCasey Sun
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9 votesCasey Sun
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19 votesCasey Sun
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270 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
An error occurred while saving the comment Casey Sun
commented
- please make a platform to view all payment voucher listing instead of go into each specific bank to see transaction.
all payment listing, receipt listing.
- enable filter function on the top of each column instead of filter by clicking one column to do filter for every platform with this featureCasey Sun
supported this idea
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104 votes
An error occurred while saving the comment Casey Sun
commented
BANK RECON - In the bank reconciliation , please add this feature , combine 2 bank statement lines (on the left hand side) to match with 1 invoice in Xero (on the right hand side)..
Casey Sun
supported this idea
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255 votes
Hi community, thanks for sharing the challenges you face around deleting invoices.
Right now in Xero, invoices with a Draft status can be deleted in bulk from the list view - simply select the invoices and you’ll see an option to Delete at the top of the list.
We understand that for many in the thread here you’re referring to the ability to bulk remove invoices that have an approved status(bulk void) and I have just updated the title of this idea to better reflect this.
This isn’t a feature we have planned at this stage, but maybe something we explore longer term as a possible enhancement to the list view. For the time being, while not within the product for those with more technical resources there’s capability via our API that you may like to consider.
Casey Sun
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9 votesCasey Sun
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14 votes
Thank you for sharing this idea and letting us know that a reference option would be desirable in manual journals. We’re moving it to Gaining Support so other customers can show their interest in the request. We’re also gradually rolling out a new Manual Journals experience. We’d love to hear what features or improvements you’d most like to see in the new experience, as your feedback will help us share the most valuable ideas with our product team. Thanks again for helping us improve Xero 🙂
Casey Sun
shared this idea
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74 votesCasey Sun
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130 votesCasey Sun
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339 votes
Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
Casey Sun
supported this idea
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Kindly please add to show local and foreign currency in the Aged payable summary, details , and supplier bill activity. Applied the same to receivable.
This is definitely a must for our reporting. Thank you.