Settings and activity
5 results found
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73 votes
Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.
We've reviewed your idea to increase tracking categories and tracking options, 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.
An error occurred while saving the comment -
111 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
Jacquelene Naude
supported this idea
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279 votesJacquelene Naude
supported this idea
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471 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Jacquelene Naude
supported this idea
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249 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Jacquelene Naude
supported this idea
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An error occurred while saving the comment Jacquelene Naude
commented
This will be a huge improvement. I work with close to 9600 clients and they get billed at different time, meaning statements is sent only when they've been billed.
So now I have to manually select clients and send statements. And they are not always close in sequence to be able to select multiple.
The functionality is already there that contacts is grouped, just add the grouping option on the statements screen.
This would definitely improve our reporting. I require tracking for Areas, projects and would like to add the source of billing as we have multiple systems integrating/manually imported into Xero but I can't add another tracking with this restriction on two categories only. This will make reporting quicker and easier, when checking completeness of income from multiple data sources.