Settings and activity
25 results found
-
95 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
Louis Evangelou
supported this idea
·
-
38 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 🙂
Louis Evangelou
supported this idea
·
-
55 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Louis Evangelou
supported this idea
·
-
22 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
Louis Evangelou
supported this idea
·
-
44 votes
Great suggestion, Ben! Thanks for your comment here.
Currently, our automation relies on your Xero organisation's reconciliation history and bank rules, new organisations, or those with a limited history, may find it takes longer for the automation to learn patterns initially.
To get the most out of automation, we do recommend setting up bank rules, keeping your contacts and chart of accounts up to date, and reconciling frequently.
When you're just getting set up and started there is also the option of uploading a pre-coded bank statement to help with getting your first few months of spend and receive money transactions created and reconciled quickly.
We appreciate how this process could help in onboarding new clients and setting up their organisations, and this is something we're exploring. I'll be sure to share any progress of this through the idea here.
Louis Evangelou
supported this idea
·
-
27 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!
Louis Evangelou
supported this idea
·
-
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. 🙂
Louis Evangelou
supported this idea
·
-
444 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Louis Evangelou
supported this idea
·
-
477 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Louis Evangelou
supported this idea
·
-
694 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Louis Evangelou
supported this idea
·
-
1,099 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Louis Evangelou
supported this idea
·
-
1,157 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Louis Evangelou
supported this idea
·
-
79 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
Louis Evangelou
supported this idea
·
-
5 votes
Hi Louis, thanks for sharing this idea. Having a reusable online statement link for each customer could make it easier to use the same statement across different workflows instead of generating a unique link each time.
We hear that a consistent link could support things like templates, QR codes, contact records, or external portals where businesses want customers to access their statements more easily.
We'll continue tracking the votes and use cases here to gauge the community's interest.
Louis Evangelou
shared this idea
·
-
247 votes
Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.
Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.
Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.
An error occurred while saving the comment Louis Evangelou
supported this idea
·
-
238 votes
Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
Louis Evangelou
supported this idea
·
-
2 votes
Hi Louis, thanks for sharing this suggestion. We can see how having VAT and jobs automatically created from HMRC obligations would reduce manual setup and help with staying on top of deadlines.
At the moment, HMRC obligation dates and statuses are already brought into Xero for VAT and Tax Manager to support filings, but XPM jobs sit separately as a workflow tool for managing internal work and time. Because of this, jobs don’t currently generate automatically from HMRC data.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
With regards to the Companies House integration suggestion, this will be best raised in our Xero Developers Ideas website instead as it involves external app.
Louis Evangelou
shared this idea
·
-
1 vote
Hi Louis, keeping client details in sync between XPM and Xero can mean updating information in more than one place. A two-way sync would make this much simpler and help keep everything consistent.
This idea is now in Gaining Support so we can track interest and share it with our product teams.
Louis Evangelou
shared this idea
·
-
31 votes
We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned
Louis Evangelou
supported this idea
·
-
61 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
Louis Evangelou
supported this idea
·
Allow the customer to pay an existing sales invoice by Direct Debit (BACS DD in the UK) in instalments using the stripe payment method. allow us to set up the instalment plan on the invoice page e.g. number of instalments, the tool could split the invoice amount into equal instalments automatically which the user can overide, or be able to set the instalment amounts manually if you wanted to collect more at the first payment for instance. Direct debit mandate approval handled by Xero/stripe, progress of the instalment plan visible by customer on their online statement view, automated emails to go to customer X number of days before the payment comes out of their bank account (stripe would typically handle this requirement anyway), failed payments to be automatically attempted again and appropriately reflected both in our xero org and on the customer online statement. incoming instament payments would be automatically reconciled against the invoice.
what would really be clever is if you were able to set up an instalment plan covering multiple invoices outstanding for a customer. you could select which invoices you wanted to include in the instalment plan and follow the same logic as explained above in terms of splitting into X number of instalments etc, allow us to decide from inception how xero will match off the instalment amounts when they come in e.g. instalments are used to pay off oldest invoices first. no other platform has this capability.