Settings and activity
10 results found
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4 votes
Hi everyone, thanks for the idea. It has been awhile since this idea was raised, so we just want to update the status of it. We understand you’d like more detail visible in the bank transaction report, such as contact names, descriptions, and reference information.
Having this in one view could help make reviewing and checking transactions a lot quicker.
We’ll continue to keep track of the feedback and interest from the community.
Ester Pereira Martins
shared this idea
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538 votes
Hi team, while the status of this idea remains unchanged from our last post we did want to provide an update in the channel here.
As shared previously there's the possibility of exploring third-party apps like Google's High Contrast, which allows you to change the colour on your screen so it's easier to read.
Our Xero Accounting app is a bit of a different kettle of fish and for iOS users there is a dark mode available from the 'Appearance' option that you can navigate to from the 3 dot menu in the top right of the app screen.
Though we fully understand and appreciate needs for wanting dark mode, the ability to develop this requires resource from across all areas of product to implement in the web version. Providing dark mode is not on our current roadmap.
If there are any further changes to share we will provide further…
Ester Pereira Martins
supported this idea
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279 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Ester Pereira Martins
supported this idea
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409 votes
Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.
We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.
Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.
As soon as there's movement…
Ester Pereira Martins
supported this idea
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An error occurred while saving the comment -
531 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
Ester Pereira Martins
supported this idea
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548 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
Ester Pereira Martins
supported this idea
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1,162 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
We want to keep you updated as work progresses on this, and I'll be back to share…
Ester Pereira Martins
supported this idea
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779 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
Ester Pereira Martins
supported this idea
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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Ester Pereira Martins
supported this idea
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284 votes
Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.
From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.
This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.
Ester Pereira Martins
supported this idea
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Hello,
At the moment, we can't change the currency for manual journals. Which makes it difficult for companies that work a lot internationally.
Also when booking bills, it would be cool when submitting the invoices to be approved, to get send automatically to the next one.
Thank you.