Settings and activity
648 results found
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3 votes
Thanks for your feedback, Mark. I've made sure this is shared with our product team.
We're continuously looking to prioritise use cases which our customers get most value from, so it's great to hear other ways you'd like to use JAX, here.
We'll keep you updated as we introduce more use cases.
Tiarna Nouwland
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5 votes
Thanks for sharing your idea in the forums here, Natascha. Can see how if you have a big batch this could save you time from having to scroll through and uncheck the suppliers that don't have an email.
While this isn't something we have immediate plans of we'll continue to get a sense of the interest from your idea here.
We have a big focus on enhancing and expanding our billing payment solutions across Xero and regions so we'll let you know if there are any plans that'd help in your idea here.
Tiarna Nouwland
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9 votesTiarna Nouwland
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6 votesTiarna Nouwland
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8 votesTiarna Nouwland
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7 votes
Hi team, we appreciate how identifying duplicated bank account numbers, and highlighting new payees in batch payments could make payment reviews quicker and provide extra confidence before approval.
We have a new feature that'll soon be rolled out o customers centred around bills protection. This feature will help by screening bills before payment and flagging first-time payees.
Being upfront it's focused on the bills workflow rather than batch payment, and checks for bank-detail changes or mismatches, rather than duplicated bank account numbers across payees.
We’ll continue to consider how these safeguards can be presented in the payment review experience.
If there's any news of improvements that meet needs here I'll be back with an update.
Tiarna Nouwland
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8 votes
Thanks for the extra detail, Yash. I've slightly updated the title of your idea here to reflect this and we'll start to rack the interest in this from others in the community here.
Tiarna Nouwland
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4 votes
Thank you Coby for sharing your idea and letting us know the changes that matter most for you.
We've reviewed your idea for the Xero Mobile App direct bill payment and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Tiarna Nouwland
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3 votes
Hi Mark, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Tiarna Nouwland
supported this idea
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11 votes
Hi, just a quick update on this.
Although the mobile app doesn't have this feature right now, feel free to share this idea with any colleagues that this could also benefit. They can add their votes and comments about how this would help them, too.
Tiarna Nouwland
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10 votesTiarna Nouwland
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5 votes
Hi everyone, thanks for sharing this idea. We understand that having document extraction follow your organisation settings could help reduce manual adjustments when reviewing bills and receipts.
The suggestion is to have document extraction automatically apply existing organisation defaults, such as tax settings, currency, and tracking categories, when creating transactions.
For now, supplier rules and automation settings can help prefill some details and reduce manual updates. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
Tiarna Nouwland
supported this idea
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27 votes
Thanks Dominique, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
Tiarna Nouwland
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73 votes
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8 votes
Thanks for your feedback, Christine! While there's no direct button to 'Mark as sent' if you select 'Print PDF' you'll see you get an option to 'Mark as sent' however you will need to Print and download the PDF of your device for this action to complete.
We'll get a sense of the interest in a specific button for this from your idea here, but hopefully this option helps for now. 😊
Tiarna Nouwland
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7 votes
Appreciate users have differing preferences in how they'd like dates to be formatted in Xero, Leanne. We don't have any plans for changing this at present but will get a better sense of the wider interest from the community here.
Tiarna Nouwland
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13 votes
Hi Khem , thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.Cheers!
Tiarna Nouwland
supported this idea
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6 votes
Hi Jessica, thanks for sharing your idea here. Batch payments are designed to be downloaded and uploaded without the need for any changes to be made outside of Xero. We'd be keen to get a bit more understanding of the control risk you're referring to. 😃
However, automation of batch payments is a great idea in itself so we've opened this up to the community to gain more support. We'll monitor this space in the meantime and provide any feedback on any changes or updates.
Tiarna Nouwland
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31 votes
Hi Jasmine, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently, Xero offers the Supplier bill activity report and the contacts Activity statement. While this information is available on the account transaction report,it is not available in a Statement format. We've moved this idea to Gaining support so that other users who want this idea implemented can vote for it as well. You may share this idea with your colleagues to get more traction!
Tiarna Nouwland
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213 votes
Thanks so much for all your support and input on this idea, everyone.
We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.
A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.
We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.
The idea will remain open for votes…
Tiarna Nouwland
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