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6 results found

  1. Bills - Highlight bills due to be paid by Direct Debit

    143 votes

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    submitted  ·  38 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Leonard Trewarn supported this idea  · 

  2. Bills - Drag and drop Files from email into Xero

    37 votes

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    submitted  ·  9 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Leonard Trewarn supported this idea  · 

  3. Bills - 'Upload supplier credit notes' button, like the 'Upload bills' feature

    108 votes

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    9 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).

    Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!

    In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.

    Leonard Trewarn supported this idea  · 

  4. Bank Reconciliation - Automatic coding of transfers between bank accounts

    22 votes

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    submitted  ·  2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Leonard Trewarn supported this idea  · 

  5. Bank Reconciliation - Filter by spend/receive money

    82 votes

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    29 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone ✨

    Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊

    We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.

    We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨

    We’ll continue to monitor the feedback here and share any updates as we have them.

    Leonard Trewarn supported this idea  · 

  6. New Homepage - Track Quotes

    163 votes

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    78 comments  ·  New Homepage » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.

    An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.

    We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.

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    Leonard Trewarn commented  · 

    A fantastic idea and I hope it is implemented!

    Leonard Trewarn supported this idea  ·