Settings and activity
35 results found
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40 votes
Mark Lelievre
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286 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Mark Lelievre
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114 votesMark Lelievre
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72 votesMark Lelievre
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95 votesMark Lelievre
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64 votesMark Lelievre
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110 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Mark Lelievre
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65 votesMark Lelievre
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191 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…Mark Lelievre
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99 votesMark Lelievre
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84 votesMark Lelievre
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161 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
Mark Lelievre
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569 votesMark Lelievre
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244 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Mark Lelievre
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26 votes
An error occurred while saving the comment Mark Lelievre
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I have a client Dardan Electric who prints many cheques. There Vendor wants the HST amount printed beside each entry for invoice tracking. Currently it just shows as a lump sum which Vendors are stating unacceptable. Is this possible to fix