Settings and activity
21 results found
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76 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
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Kathy Pupo
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132 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Kathy Pupo
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149 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
Kathy Pupo
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139 votes
Thanks for reviewing and letting us know how we could keep improving the new homepage experience.
For the time being we're paying attention to the pulse of this idea, here.
We will let you know if there are any updates.
Kathy Pupo
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506 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
Kathy Pupo
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26 votes
Hi everyone, just a quick update to let you know that we are aware of this request, and we get that having a direct bank feed for Chase Bank UK would streamline your workflow and make reconciling much easier.
Currently, the best way to get your transactions into Xero is by manually importing your bank statements.
For now, we’ll keep an eye on the engagement and support for this bank feed here, and let you know when we have any updates on this.
Kathy Pupo
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17 votes
Hey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kathy Pupo
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38 votes
Hi community, thanks for all your votes and comments on this idea – it’s great to see so much support for this idea.
We know that having to manually upload statements takes valuable time away from running your business, especially when your bank doesn't offer CSV exports.
I’m happy to share that we're exploring a bank feed for Cynergy Bank.
While we can't give any commitment at this point, we'll be back once the team have had a chance to dig in deeper and share any progress.
Kathy Pupo
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63 votesKathy Pupo
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139 votesKathy Pupo
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373 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Kathy Pupo
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9 votes
Hi everyone, appreciate the feedback here. As you may have noticed we have made some changes to the Contact field within new invoicing over the past few months to improve the experience.
When entering a contacts name, the contact's shown are results from your existing contact record.
As a start to help with cleaning up contacts that have been created in error you can either edit contact records, or merge contacts that may have been created as duplicates in error. This will help limit the number of contacts that are appearing in results when you type a contacts name on an invoice.
Kathy Pupo
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19 votesKathy Pupo
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33 votesKathy Pupo
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439 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…Kathy Pupo
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7 votesKathy Pupo
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62 votesKathy Pupo
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9 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Kathy Pupo
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52 votesKathy Pupo
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28 votesKathy Pupo
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Our organization works with Islands outside such as Nassau, Aruba, Grand Cayman, St. Thomas, etc. It is crucial that we are able to integrate with banks to automate this process. Banks such as Butterfield, RBC Bank and CMB, which till this day we have to manually download, convert and import data, this is too manual. Please work on such with a high priority level to ensure Xero is covering their users basic needs.