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Luke Rooney
Luke Rooney
  • Male
  • Brisbane
  • Australia
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App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard

Started this discussion. Last reply by Luke Rooney Jan 27. 8 Replies

To say things are complicated is an understatement. Im in a business where I collect money with 9 different payment methods (amex, diners, visa, master-card, cab-charge, manual vouchers, invoices…Continue

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Luke Rooney replied to Luke Rooney's discussion 'App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard'
Fantastic!  Thanks for taking these ideas on board.
Jan 27
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Catherine (Xero) replied to Luke Rooney's discussion 'App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard'
Thanks so much for this detail - very useful and the team has it. And we definitely love raving lunatic fans! We will be releasing a mobile version of Xero Personal at some point ... so much to do!!
Jan 27
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Luke Rooney replied to Luke Rooney's discussion 'App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard'
I would think if you go to the app you could have the same functionality when you go to the bank account section (currently display only) that currently is available to the invoice section. Having the ability to add entries in the 'spend…
Jan 23
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Catherine (Xero) replied to Luke Rooney's discussion 'App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard'
Good point and something we're already very aware of - the addition of getting this data into Xero via a mobile device seems sensible and once it's done in the main app I'm sure the mobile team will look to open this up as well. Would…
Jan 21
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Luke Rooney replied to Luke Rooney's discussion 'App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard'
Hi Catherine, I think some of the digital storage softwares on the market only focus on receipts... yet nobody out there is capturing the full options of possible paper trail to digital scenarios that can occur in a business... its looks like an…
Jan 19
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Catherine (Xero) replied to Luke Rooney's discussion 'App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard'
Thanks for the suggestions Luke. We will be adding the upload/attachments functionality to bank transactions at some point - very popular on invoices and expense claims - it's on the list. Great suggestion on Dashboard improvements - I know…
Jan 17
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Luke Rooney replied to Luke Rooney's discussion 'App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard'
Hi Michael ill send it through on word doc to you so all the photos are displayed.. I don't use the mail in feature so ill have a try of your program today...  Luke
Jan 13
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Michael Wood replied to Luke Rooney's discussion 'App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard'
Hi Luke, Receipt Bank (who I work for) is a Xero partner that has an advanced integration with Xero for dealing with receipts, invoices and expenses. Unfortunately your screenshots and attachments are not being displayed on your post and therefore I…
Jan 13
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App enhancement to fill a gap in shoeboxed import + display of most valuable clients on dashboard

To say things are complicated is an understatement. Im in a business where I collect money with 9 different payment methods (amex, diners, visa, master-card, cab-charge, manual vouchers, invoices (mthly,weekly & randomly) & cash, with charge fees in 3 different ways (w/ transaction, monthly debit & on deposit) which are received into my account in 8+ different ways (mobile eftpos, bank visit, bank transfer, phone payment, accounts (mthly, weekly & random)   I’ve come to learn…See More
Discussion posted by Luke Rooney Jan 13
8 Comments
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Luke Rooney is now a member of xerousers.com Jan 13
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Automated overdue invoice reminders and automated late fees

2 hours ago
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Kym replied to Kym's discussion 'Automated overdue invoice reminders and automated late fees'
hi chris "enables this functionality" which are you referring to we are looking for the ability to automatically assing late fees can't see it anywhere on your site that your service does aside from that we are happy wiyh debtor daddy…
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Chris Hexton replied to Kym's discussion 'Automated overdue invoice reminders and automated late fees'
Hi all, we've launched invc.me which enables this functionality.  You can add invoices simply by signing up and sending them to 'invoices@invc.me'.  We take care of the rest.  It's easy to set automated reminders…
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