Settings and activity
6 results found
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62 votes
Thank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.
We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.
Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.
An error occurred while saving the comment 
Brett Inman
supported this idea
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17 votes
An error occurred while saving the comment Brett Inman
commented
As JT said, once they click over xx days, switch to weekly reminders
Brett Inman
supported this idea
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112 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
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.
Brett Inman
supported this idea
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1 vote
Hi Brett, thanks for sharing this suggestion. We understand you’re looking for the ability to keep a default bank account and payment date when recording manual bill payments.
Having these fields retained could help make high-volume bill processing smoother and reduce repetitive steps when entering multiple payments.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
Brett Inman
shared this idea
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33 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
An error occurred while saving the comment Brett Inman
commented
Hi, be great to turn off auto reconcile for invoices being paid.
I like keeping an eye on them coming in, and then marking off the hard copy.
now, it just disappears -
486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Brett Inman
supported this idea
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so the way i manage this (i agree with what everyone is saying) is add my email address as a secondary contact in my customers and tick include in email.
then whenever an email is sent by xero, i get included.