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14 results found
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28 votes
Thanks for the feedback around adding the description or reference form the statement line when auto reconciling with JAX. We really appreciate the feedback as it is invaluable to our Product team. 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!
Myra Sheehy
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38 votes
Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
Myra Sheehy
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215 votes
Thanks for everyone's feedback and the strong support for a report that shows average days to pay by customer. We know this visibility is important for businesses wanting to identify habitual late payers and make better credit and cash flow decisions.
Right now, we've begun work to develop reports that improve visibility of payment performance. Our immediate focus on the supplier side and a new Supplier days to pay detail report that'll show historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for customer payment performance, which will solve the needs in this idea.
I'll be back to update you all here as work for customer reports gets underway. 🙂
An error occurred while saving the comment Myra Sheehy
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32 votesMyra Sheehy
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4 votesMyra Sheehy
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10 votesMyra Sheehy
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16 votesMyra Sheehy
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11 votesMyra Sheehy
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17 votes
Thanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
Myra Sheehy
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25 votesMyra Sheehy
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329 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Myra Sheehy
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46 votesMyra Sheehy
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7 votes
An error occurred while saving the comment Myra Sheehy
commented
We have the same issue in our firm. Our budget is flowing through to the job from Ignition. However I cannot allow all staff access to all the financial data. Fix needed!
Myra Sheehy
supported this idea
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23 votes
An error occurred while saving the comment Myra Sheehy
commented
We also raise 1 invoice that gets settled over several months via direct debit. The current GoCardless integration doesn't support this process. It is vital to our business as that this is supported
Myra Sheehy
supported this idea
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This feature really needs to be enabled. Crazy that the average days is available to view in the client card but no report can be generated