Settings and activity
114 results found
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367 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
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Emma Rosenblatt (Accounts)
supported this idea
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446 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 Emma Rosenblatt (Accounts)
commented
This feature is now becoming more and more requested by our customers as well. I feel like we should not have to get anything additional for this feature like an app. Ageing statements should be a standard feature.
Emma Rosenblatt (Accounts)
supported this idea
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12 votes
Hi team, we appreciate wanting to make flows as efficient as possible and this would simplify making payments to your employees.
While this isn't possible right now, we have a close eye on all the ideas in the forums here and will continue to track the interest in this closely.
Emma Rosenblatt (Accounts)
shared this idea
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184 votes
Hi everyone, I wanted to share another update regarding timesheet flexibility.
Our product team is currently working on a feature that will allow employees to add other unit-based earnings types directly to their timesheets via Xero Me. This means your team will soon be able to record allowances and other non-ordinary earnings pay items alongside their regular hours.
We know this has been a highly requested feature to help reduce manual adjustments for admins. We are currently in the development phase and will provide a further update here once we’re closer to a release date.
Emma Rosenblatt (Accounts)
supported this idea
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29 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Emma Rosenblatt (Accounts)
supported this idea
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4 votesEmma Rosenblatt (Accounts)
supported this idea
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55 votes
Hi team, we appreciate your idea and interest for this here. We apologise it's been a bit quiet on our front till now, however I want to assure you product ideas continues to be a core channel for our product teams as they continue to plan their roadmaps.
I'm pleased to share an update that this is a feature our product teams are currently taking a look into. As soon as there is further news on this to share I'll be back with another update for you on this.
Emma Rosenblatt (Accounts)
supported this idea
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27 votes
Hi team, we understand how being able to search reference from the Account Transactions screen would create more efficiencies for those who've supported here.
Being open, this isn't something we have plans for extending the search for at present.
Right now, the best option would be to make use of the search within the Account Transactions report, where you can select the bank account you'd like to search and then can add a filter for Reference.
If this is something you'd find yourself commonly using you could make sure the Account Transactions report is favourited, and could even save a custom report of the Account Transactions report filtered by the bank account to save you a step.
For now, we'll continue to watch the interest in this idea grow and share if there are any updates planned. Thanks
Emma Rosenblatt (Accounts)
supported this idea
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184 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would be an excellent feature.
Emma Rosenblatt (Accounts)
supported this idea
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636 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.
Emma Rosenblatt (Accounts)
supported this idea
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2 votes
Hi everyone, thanks for the idea and support here.
We appreciate being able to easily add a secondary emergency contact to the details tab of the employee record is important to you.
Atm, you could use the notes tab to add a new note to the employee record and include the details in here.
To be open we don't have direct plans for making this change within the details tab any time in the near future.
Emma Rosenblatt (Accounts)
shared this idea
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299 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
Emma Rosenblatt (Accounts)
supported this idea
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736 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Emma Rosenblatt (Accounts)
supported this idea
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103 votes
Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
Emma Rosenblatt (Accounts)
supported this idea
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Not having this feature is starting to create a lot of issues for us as well...It is looking very unprofessional on our part as well.