Settings and activity
4 results found
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243 votes
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Belinda Hall
supported this idea
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14 votes
Hi team, we appreciate wanting a direct feature within Contacts in Xero that helps verify a contact's bank account details when entered.
Being open this isn't something we have plans for at this time, however I'd like to highlight existing features that may meet some of the needs here.
You can use the Assurance Dashboard to check contact details that have been edited that can help with identifying errors or potential fraudulent activity.
For those using online bill payments there are also some verifications as part of this process;
- Australia with AirWallex - Each payment is subject to a Confirmation of Payee (CoP) check, verifying that the account details match the bank’s records.
- UK with Crezco: CoP may be applied by the bank; the payee name in Xero must match the name held by the bank.
- US with Melio: Melio verifies supplier payment details when first entered and saves them.…
An error occurred while saving the comment Belinda Hall
commented
Last Paid Date flag for Vendor or Check bank account details alert.
Increasing there is a need to check bank details for Suppliers - to make sure haven't changed. If a Supplier hasn't been used for many months, Xero doesn't prompt the bank details to be checked. We have had cases where the supplier changed owners and bank accounts but not informed us. The bank details weren't checked. it would be useful if we could have an alert or flag that prompts a check after 3 or 6 months.Belinda Hall
supported this idea
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87 votes
Thanks to everyone following this idea. We understand how being able to import and export pay items would positively impact your review processes.
Though this isn’t currently in the roadmap, we see the value this’d bring in regards to pay award updates. We’ve updated the idea status to accepted and we’ll share any future developments, here. Your input in idea’s is always appreciated.
An error occurred while saving the comment Belinda Hall
commented
A report on pay items and amounts would be really helpful, particularly when updating rates for award increases.
An error occurred while saving the comment Belinda Hall
commented
Yes - export, update and import would make updating pay items for new award rates so much easier.
Plus a report that will list all pay items with amounts would be a step in the right direction.Belinda Hall
supported this idea
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24 votes
Hi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis.
You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen.
While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here.
Belinda Hall
supported this idea
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I would like the ability to select the attachment to a billable expense to the invoice. At the moment it can create a line item for each billable expense, but it doesn't bring the attachment over. So it means downloading the attachment from the billable expense and uploading to the invoice. Could we just have an option to add the attachment to the invoice as well.
This would be very handy and streamlined, as many clients require back up of the billable expense.