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43 results found
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3 votes
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. 🙂
Chris Pritchard
shared this idea
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176 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
Chris Pritchard
supported this idea
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36 votesChris Pritchard
supported this idea
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114 votesChris Pritchard
supported this idea
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16 votes
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. 🙂
Chris Pritchard
supported this idea
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1,230 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Chris Pritchard
supported this idea
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53 votes
An error occurred while saving the comment Chris Pritchard
supported this idea
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68 votesChris Pritchard
supported this idea
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52 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
Chris Pritchard
supported this idea
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10 votes
Aaah gotcha, thanks for the confirmation and additional feedback on the idea here. A bit of an extension from our existing functionality for Contacts and there may be some CRM solutions that you could explore in the Xero app store atm.
For now we'll track the interest in this from community here.
An error occurred while saving the comment Chris Pritchard
commented
Why are you allowing all these spam messages?
Chris Pritchard
supported this idea
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249 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
Chris Pritchard
supported this idea
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178 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Chris Pritchard
supported this idea
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16 votes
Appreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
Chris Pritchard
supported 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…
Chris Pritchard
supported this idea
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30 votesChris Pritchard
supported this idea
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114 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
Chris Pritchard
supported this idea
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132 votesChris Pritchard
supported this idea
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126 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Chris Pritchard
supported this idea
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159 votesChris Pritchard
supported this idea
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187 votesChris Pritchard
supported this idea
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It looks as though this option is currently only available to customers in the USA. Is there an equivalent option for UK customers, or can this be enabled for UK accounts as well?