Settings and activity
26 results found
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11 votes
Kasia Gazeas
supported this idea
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546 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.
Kasia Gazeas
supported this idea
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14 votes
An error occurred while saving the comment Kasia Gazeas
supported this idea
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33 votes
Hi everyone, we appreciate the feedback we've received from customers that would like to use Xero to manage their own personal finances.
We want to be open that we don't have plans for developing a specific product for personal use - However, if you'd like to use a Xero business organisation for monitoring your personal finances, you could follow this process for getting set up:
- Set up your 'personal finances' organisation.
- Edit the Chart of Accounts, adding accounts that you would like to use (eg Salary & Wages, Groceries, Insurance Expense), and delete any unnecessary accounts.
- Add your personal bank accounts and import your bank transactions.
You could then use Tracking to create Categories like Income & Expenditure Goals and add the items that you'd like to track, as options within the related category.
The Tracking Summary Report will give you an overview of these 'goals'.
For customers in the…
Kasia Gazeas
supported this idea
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755 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
An error occurred while saving the comment Kasia Gazeas
commented
Hi Hannah G :-) https://productideas.xero.com/users/6244926721-hannah-g
Any chance you have an update for this one?
.... I'm happy to BETA test over Christmas new years :-D just putting it out there....Kasia Gazeas
supported this idea
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An error occurred while saving the comment Kasia Gazeas
commented
I often whip up an invoice a few days before it should be sent. It would be wonderful to have the option to "Schedule" or "delay" SEND, like with Outlook...
Click schedule send, pick the date, confirm and forget about it because it goes out to the customer when you want.This shouldn't be confused with repeat invoicing... just a once off invoice.
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5 votesKasia Gazeas
supported this idea
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Reference field needs to be DYNAMIC - like when you look at emails on outlook and you can DRAG the field to the appropriate length in your inbox - sometimes seeing the FULL reference is more important than the contact for example