Settings and activity
19 results found
-
176 votes
Johan Potgieter
supported this idea
·
-
7 votesJohan Potgieter
shared this idea
·
-
5 votesJohan Potgieter
supported this idea
·
-
15 votesJohan Potgieter
supported this idea
·
-
495 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Johan Potgieter
supported this idea
·
-
216 votesJohan Potgieter
supported this idea
·
-
314 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Johan Potgieter
supported this idea
·
-
66 votesJohan Potgieter
supported this idea
·
-
170 votes
An error occurred while saving the comment Johan Potgieter
supported this idea
·
-
55 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
An error occurred while saving the comment Johan Potgieter
commented
Yes. That might be true. You can use Find & Recode.
BUT, you can not use it on Quotes, Purchase Orders or Any Voided/Deleted transactions in Xero (which still hovers in the deep dark corners of Xero)
So if you want to get rid/delete a tracking option that was used, and maybe on that one invoice that was voided. You c
an forget about correcting that element. You are stuck. If it irritates you as much as me, then you must start a brand new Xero profile.Johan Potgieter
supported this idea
·
-
23 votes
Hi Jason, have you read our help on how you can set up and manage a loan on Xero?
An error occurred while saving the comment Johan Potgieter
commented
I would consider this function to form part of Bank rules ideally
Submitting a amortisation schedule linked to the fixed amount coming of the bank to do the automatic interest and capital splitJohan Potgieter
supported this idea
·
-
722 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Johan Potgieter
supported this idea
·
-
448 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Johan Potgieter
supported this idea
·
-
661 votes
Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
Johan Potgieter
supported this idea
·
-
35 votesJohan Potgieter
shared this idea
·
-
191 votesJohan Potgieter
supported this idea
·
-
589 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.Johan Potgieter
supported this idea
·
-
320 votesJohan Potgieter
supported this idea
·
-
444 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Johan Potgieter
supported this idea
·
In agreement with everyone.
For especially rental agencies or similar type of businesses. You always send recurring invoices that relates to the period coming.
I.e sending invoices on 20 July for effect of August Services (therefore the invoice date for accrual purposes have to be August)