47 results found
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Xero HQ - Bulk linking Outlook 365 client activity
We love the idea of linking our Outlook 365 emails to Contacts in our practice Xero but I can't see my colleagues emails and she can't see mine unless we add them to the clients activity. At the moment, we will have to add each email one at a time. The ability to "bulk add" to activity would be a game changer as my other team members would be able to share their emails with us too.
3 votesSorry no one's updated on the idea here sooner. With low partner usage and the big investment required for upkeep, we retired this integration from March 2022.
The app was removed from Outlook meaning you can no longer save emails against client records in Xero HQ.
There are alternative ways of saving emails against client records, which you may want to explore in the Xero App Store
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Adjusting Quantities in Quote Information Tab
Being able to adjust quantities in the main quote / information tab, rather than having to go into each cost in a new window to change the quantities.
5 votesHi everyone, I understand this idea is about WorkflowMax.
Xero is retiring its WorkflowMax product on 26 June 2024 and has entered into an agreement with tech-led business advisory firm, BlueRock, who are acquiring the brand. As part of this, they have commenced plans to offer a new product. BlueRock’s intent is that their new WorkflowMax product, WorkflowMax by BlueRock will be available to customers in early 2024. To reflect these changes we're moving this idea to 'not planned'.
You can read more about this on the blog.
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Allow Zapier to upload files to Contacts
I've got a form for vendors to submit details and upload their W-9. The Zapier integration with Xero allows me to use their details to create a Contact, saving lots of time, but it doesn't have the ability to attach files to Contacts, so I have to do it manually.
Other actions for Xero in Zapier like "Create Bill" allow you to upload files, but "
Create/Update Contact" does not. Seems like it wouldn't take much to enable this feature, and it would allow me to have this process fully automated instead of 90%.1 voteAppreciate hearing how enhancing the integration with Zapier would help your business efficiencies, Thomas.
Many applications have designed and built their integrations with Xero themselves. It would be up to Zapier to make the changes necessary to adapt their integration for what you're asking here.
I want to be open that we don't have direct plans for developing individual applications but if you haven't already I'd recommend approaching Zapier on your ideas here.
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Xero Sign | Without needing to create a Xero account
Xerosign: Remove the requirement to sign up to a xero account to sign documents.
This frustrates the client and causes so much headaches for us that we have stopped using xerosign and now have to use a third party provider.
111 votesThanks for the idea and support here - We're sorry to hear this has caused some from making use of Xero Sign with your clients.
With the sensitive nature and detail of information that can be shared through document packs - creating an account and logging in is necessary to secure information.
We appreciate features like Document packs allow collaboration with others who might not regularly use Xero for their business - There's a special sign up flow that takes your client through a shortened version of the sign up flow if we detect they don't already have an account.
💡If your client is being asked to create an org as part of the process, it's likely that they've clicked the sign up option at the bottom of the screen instead.
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Recall and import our previous feature request from the old platform
I had posted EXTENSIVELY on the old platform https://community.xero.com/business/topic/23/ of feature requests, and now its all gone.
You should have notified users so we could have exported to save and post again here. Now its gone and you've started afresh. I can't recall all the features we mentioned.
1 voteHi Christopher, we appreciate all our users involvement in the previous Feature Request forums. All content from Feature Requests - including ideas not moved over to Xero Product Ideas - has been carefully archived internally at Xero. This includes all comments and total votes for each thread. These will continue to be used by our product teams in their research, strategy and prioritisation when considering new features for Xero.
Prior to the launch of Xero Product Ideas we communicated directly with users that had most recently posted, and also posted on our Blog to share the upcoming changes with everyone.
While we can’t add back individual ideas/comments from Feature Requests, we encourage you to search the new site and if there’s an important idea you think has been removed, please add it back!
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Xero Sign - Signature Pad
SIGNATURE PAD
It would be great if you could attach a signature pad to the computer so that a client can sign their Tax Returns on the spot without having to print the Tax Returns for the client to sign.
We love the convenience of digital signatures however some clients don't have their emails on their phone, don't have email addresses at all, or just refuse to sign electronically via email when they can just sign their documents when they are in the office.
We think that having the option to sign an an electronic signature pad, like you do…
53 votesHi everyone, after further review we're going to move this idea to 'not planned' as there are no plans for developing this functionality directly from Xero.
As mentioned in my earlier comments here there are a some apps in our Xero App Store that offer 'signature' based services.
It is best to explore these yourself and how they could aid in your business processes. App partners will be best placed to confirm if they provide capabilities to collect signature through a device with your clients. Thanks
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Report Templates - Add more User defined report codes
Is it possible to add more report mapping codes?
At the moment our clients / firm have access to
3 x "User Defined Revenue 1/2/3"
5 x "User Defined Expense 1/2/3/4/5"Can we create more? 6, 7, 8, ... ?
It would be beneficial when we are generating reports using the same firm template (ie Company - Single Director) for different clients who have expenses/revenue specific to their business that need to be grouped.
1 voteThank you all for the feedback, and your contributions here over the years.
You'll have seen over this time that we've made significant changes to Reporting in Xero, with the release and on-going iterations in Report Templates, superseding Report Packs.
Having presented your request here to the Product team, I do want to come back and confirm that we will not be developing the ability to create user defined report code and I'll close this thread to return your votes back to use on another request.
We really value your input here, and while there's the possibility of more Xero defined codes down the line, being open user defined codes are outside this scope.
- Don't see your idea?