Settings and activity
6 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
John Gleeson
shared this idea
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104 votes
Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.
While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.
To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central explains some of these options that can help with needs expressed in this conversation.
The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.
For future cases, if you're looking to…
An error occurred while saving the comment John Gleeson
supported this idea
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4 votes
Hi Gemma, while appreciate your idea and how you'd like to synchronize data between Saturation.io and Xero as we have an open API we generally don't build integrations with other applications ourselves.
We have our Xero developer centre where interested parties can get information on integrating with Xero. Welcome to share this with Saturation.io to see if it's something they'd look to develop themselves.
John Gleeson
supported this idea
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127 votes
Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
An error occurred while saving the comment John Gleeson
commented
Exactly what I want too. Subfolders within FIles for batch storing previous year folders and documents such as bank statements, Credit Card statements and VAT returns.
John Gleeson
supported this idea
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28 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
An error occurred while saving the comment John Gleeson
commented
See which BILLS have attached documents.
On a Suppliers Contact page, under ACTIVITY tab, in the overview of the Bills/Spend Money, it would be useful to be able to see which items have a document attached to them.
And which items don't.
A simple icon to indicate that there is documentation behind the entry.
We frequently have to add documents after the entry has been made via Bank Reconciliation rules. Knowing which items have already been populated, rather then having to open/close individual items, would be a great time saver.John Gleeson
supported this idea
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60 votes
An error occurred while saving the comment John Gleeson
commented
The ability to include invoice links in our custom statements would enhance usability by allowing customers to access invoices directly from their statements. This would be a great time saver and help expedite prompt payment. Thanks. John
John Gleeson
supported this idea
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Using Control-C now to have an automatic nightly Xero backup to a secure server thats not AWS. Still, it should be an in-built feature for user to activate if they so wish...