Settings and activity
4 results found
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5 votes
HENNIE RAUTENBACH
supported this idea
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45 votes
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HENNIE RAUTENBACH
supported this idea
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654 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
HENNIE RAUTENBACH
supported this idea
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116 votes
Hi community!👋
Thank you to everyone who contributed to the team’s research in this area. Your input has been invaluable. The discovery phase has given us rich insights, and we’re excited to share that we’ll be moving ahead to design and build a solution.
As we begin development, we’ll transition the idea into this next stage. We look forward to coming back to you when there are new opportunities to be involved and to share further updates along the way.🙏
HENNIE RAUTENBACH
supported this idea
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The Prepayment and Over Payment options on Customers really adds an unnecessary layer of complexity - and in my opinion one of Xero's worst features. Given that some might find it beneficial in my opinion its BS compared to other accounting products.
Idea: give me an option to use customer as 'open-item' or 'Balance forward' in Pastel terms. If it's a payment without an invoice - post it as credit on account, if it's an over payment on account, leave it as a credit. In other words just take payment from oldest invoices and leave credit or over payment which ever might apply - easy as that.
You should really look to products like QB and they way they handle customer payments, much much easier.