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4 results found
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43 votes
Great to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
Joy Chumley
supported this idea
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69 votes
Thanks so much for the interest in this idea, everyone! We're currently exploring how we could make automation more visible from the Homepage/Dashboard. 🙂
So, imagine we updated the bank account widgets. How would you rank the importance of different statistics? Complete our short, anonymous poll here.📊
Joy Chumley
supported this idea
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43 votes
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.
Joy Chumley
supported this idea
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220 votes
Thanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
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Joy Chumley
supported this idea
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It's shocking to me that in 2024 this isn't already an option. I have a client I'd like to move over from QBO, but we use progress invoicing extensively.