Settings and activity

33 results found

1. Bills | Awaiting payment - Ability to overide maximum of 200 bills.

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   14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Sandra Craig supported this idea  ·  28 August, 2024

2. Customer Payments - Payments on Account, instead of Overpayments/Prepayments

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   submitted  ·  8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sandra Craig supported this idea  ·  28 August, 2024

3. Organisation Settings - Dark theme for light sensitive eyes

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   submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Sandra Craig supported this idea  ·  28 August, 2024

4. Bills - Highlight bills due to be paid by Direct Debit

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   submitted  ·  8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sandra Craig supported this idea  ·  28 August, 2024

5. User Role - Access to specific feature only

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   38 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   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… more

   Sandra Craig supported this idea  ·  28 August, 2024

6. Purchase Order - Applying multiple bills to a single PO

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   submitted  ·  17 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sandra Craig supported this idea  ·  09 July, 2024

7. Purchase Orders - Allow for backorders

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sandra Craig supported this idea  ·  09 July, 2024

8. Purchase Orders - Show partial amounts billed

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   submitted  ·  91 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sandra Craig supported this idea  ·  04 July, 2024

9. AU - Manually edit AU GST on transactions

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sandra Craig supported this idea  ·  12 March, 2024

10. Bills | NZ - Manually adjust GST for each line

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Sandra Craig supported this idea  ·  12 March, 2024

11. Batch payments - Ability to include credit notes

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    92 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

    We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently… more

    Sandra Craig supported this idea  ·  12 March, 2024

12. Purchase Order - Link Purchase Order to Bill

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    submitted  ·  40 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Sandra Craig supported this idea  ·  12 March, 2024

13. Bills - Purchase order number field on bill

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    29 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Sandra Craig supported this idea  ·  12 March, 2024