Settings and activity
54 results found
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7 votes
Johan Potgieter
supported this idea
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16 votes
Hi all, I'm pleased to let you know we've progressed work, and are now in the development phase for this request.
To be clear, we're not planning to allow "current date" to be inserted in reports at the client level, rather, we'll be changing the behaviour of Report Fields so they always stay connected, meaning the date will continue to automatically update.
We look forward to sharing another update with you all in the new year. 😊
Johan Potgieter
supported this idea
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648 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Johan Potgieter
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272 votesJohan Potgieter
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89 votesJohan Potgieter
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221 votes
An error occurred while saving the comment Johan Potgieter
supported this idea
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434 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Johan Potgieter
commented
This is just extremely dissapointing.
Especially after you state the obvious - "we know this idea has a lot of interest"
Unfortunately, most customers pay 30 days on statement. So unless the Statement gives the 30 days portion CLEARLY, whilst showing the movement and ensuring they have all the latest invoices of the past month ready for payment in the next... This creates a lot of headache and I have a lot of clients thats is constantly asking.
Then Xero is constantly talking of making things beautiful... Have you had a look at the Statements section?? It is still the OLD Xero look - So the hope and the expectation has been that when Xero started moving to the NEW INVOICING the Statements on which that invoicing is based will also receive some love.
So unfortunately, the very poor workaround given above, adds to the frustration and does not take away from it.
I realise that Xero will probably never read what I have just written - considering the amount of feedback we get on these requests - even though this particular request has been coming on for YEARS! I am talking before 2017 period.
So unless there is doubt - This function is an Accounting System BASIC - not a gimick or nice-to-have. And the expectation from every business owner is that this is included - it is not specifically asked, becuase it is like asking if water is wet - it is a universally accpeted fact... but here we are... the Xero community stading corrected in the desert where water is dry.
Johan Potgieter
supported this idea
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61 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
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46 votes
Hi everyone, while we appreciate your interest in a direct feature in Xero to schedule and manage loans this isn't something we have planned right now.
We do have some information on Xero Central that may help some here with managing loans in Xero.
We will continue to monitor the community support for this in the forums here, and share if there are any updates.
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
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525 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
Johan Potgieter
supported this idea
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111 votes
An error occurred while saving the comment Johan Potgieter
commented
Restrict the ability to create a new contact,
or at least do a verification of a new contact by e.g. pop up window "are you sure you want to create a new contact?"And taking it one step further - running a validation check in the current contact list and make suggestions of other current contacts that is closely alligned.
e.g. after entering " H and M stores" a pop up can ask, did you not mean "H&M Stores" that is currently a contact?Johan Potgieter
supported this idea
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634 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Johan Potgieter
supported this idea
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364 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
Johan Potgieter
supported this idea
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498 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Johan Potgieter
supported this idea
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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)