Settings and activity
35 results found
-
89 votes
Chris Pritchard
supported this idea
·
-
26 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Chris Pritchard
supported this idea
·
-
27 votes
Hi everyone, just a quick update to let you know that we are aware of this request, and we get that having a direct bank feed for Chase Bank UK would streamline your workflow and make reconciling much easier.
Currently, the best way to get your transactions into Xero is by manually importing your bank statements.
For now, we’ll keep an eye on the engagement and support for this bank feed here, and let you know when we have any updates on this.
Chris Pritchard
supported this idea
·
-
26 votes
Hi team, we appreciate interest in a specific annual CIS statement. While this isn't in our immediate plans right now you can run the CIS Contractor return for a custom date range.
If you then select individual subcontractors and download this will be the annual statement.
We'll continue to track interest from community in the idea here and if there's any news will share for you all.
Chris Pritchard
supported this idea
·
-
10 votes
We're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Chris Pritchard
supported this idea
·
-
11 votesChris Pritchard
supported this idea
·
-
375 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
Chris Pritchard
supported this idea
·
-
30 votesChris Pritchard
supported this idea
·
-
60 votesChris Pritchard
supported this idea
·
-
23 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
Chris Pritchard
supported this idea
·
-
9 votesChris Pritchard
supported this idea
·
-
97 votesChris Pritchard
supported this idea
·
-
12 votesChris Pritchard
supported this idea
·
-
23 votesChris Pritchard
supported this idea
·
-
2 votes
Hi Sarah, when a bank rule is applied it'll use the date of the statement line to apply to the transaction it creates so you don't need to set this within the rule itself. Or are you saying you'd like to set the date of the transaction that's going to be created when the bank rule is applied?
An error occurred while saving the comment Chris Pritchard
supported this idea
·
I have several bills from Apple for various subscriptions, which are paid through PayPal.
The invoices indicate the payee (Apple), transaction date, and amount. Many of these amounts are identical, making it challenging to differentiate between the different subscriptions since the invoices only state "Apple."
Each subscription is charged on a different day of the month. It would be helpful to establish a bank rule that allows the transaction date to be used as a filter, so I can select a specific contact for that rule.
For example:
28th of the month - Apple £7.99 (I know that on the 28th it's always for Photoshop)
25th of the month - Apple £7.99 (I know that on the 25th it's always for cloud storage)
And this would apply to all transactions on their respective dates.