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10 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. 🙂
Robert Mitchell
shared this idea
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192 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Robert Mitchell
supported this idea
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19 votes
Hi team, we appreciate the interest in a duplicates warning for sales invoices. This isn't something we have in the works at present but will continue to track the appetite around this here.
If there is any update we'll let you all know through this idea. Thanks
An error occurred while saving the comment Robert Mitchell
supported this idea
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15 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you Nicola.
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.
An error occurred while saving the comment Robert Mitchell
commented
I have this issue as well, got a client who travels abroad for his job and attains a lot of receipts in so many different currencies (from Euro to Turkish Lira to Swedish Krona) but when they're uploaded to Xero, Documents just puts them all as GBP and then constantly getting the "my values do not match extracted"
Robert Mitchell
supported this idea
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31 votes
Hi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.
We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.
An error occurred while saving the comment Robert Mitchell
commented
Client wants to be able to log in to Xero and see how much the upcoming return is without having to go to the VAT Returns tab. as to quote them
"I need to get to a point where I can click on Xero and see the business financial as they are today. "Robert Mitchell
supported this idea
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24 votes
An error occurred while saving the comment Robert Mitchell
commented
If I have access to the Client's Xero, I should have access to the HubDoc of the client as well, it's near impossible to get the client who isn't very tech savvy or a very busy office to set aside time to find who hasn't got access to which client's HubDoc despite having access to the Xero!
Robert Mitchell
supported this idea
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22 votesRobert Mitchell
supported this idea
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37 votesRobert Mitchell
supported this idea
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4 votesRobert Mitchell
supported this idea
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34 votes
Hi everyone, appreciate all the engagement here by far.
We understand you’re looking for a way to apply tracking categories directly while reviewing documents uploaded into Xero, so transactions can be coded completely.
Having tracking options available earlier in the workflow could help reduce extra steps when managing expenses across different teams, projects, or locations.
We’ll continue to monitor the conversation and gather feedback from the community as this idea gains support.
Robert Mitchell
supported this idea
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Client has had recent issues with that they have made a set of duplicated Invoices (same Reference Number for the Job) but nothing flags on Xero to say it is a duplicate.
So the Customer of the Client is now receiving Two Invoices for the One Job, it shows up on their side and they are the ones having to inform my Client that they are being charged again for a Job, so now having to make a lot of credit notes to clear all these duplicated invoices which could have been avoided if Xero flagged up the Job Reference being the same on the Invoice when being made.