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3 results found

  1. Classic Workpapers - Export workpapers to pdf in Bulk

    Classic Workpapers - the Ability to export workpapers to pdf in Bulk. In preparation for the end of the classic workpaper, so that we can upload to our document management system for future reference and audit requirements.

    6 votes

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    0 comments  ·  Classic Workpapers  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for your feedback on bulk PDF export for Classic Workpapers. We appreciate you 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.

  2. Credit notes - Add another / Supplier name Lock

    Bills:

    1. For Credit notes, when you click the 'Save' drop down, there is an option for 'Save and add another' like there is for regular Bills.

    2. Being able to lock a supplier/ 'From' when adding Bills, so we don't need to search for every bill, for when we have multiple bills under one supplier.
      Maybe a lock button next to the contact name which can be clicked to unlock it when no longer needed.

    2 votes

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    0 comments  ·  Classic Workpapers  ·  Admin →
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    submitted  ·  System responded

    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. 🙂

  3. Account transactions display options 2 include whether is attached document

    Offer an option to display on an account transactions page whether or not there is a document attached to a transaction. Also an option to display the file name of the document. Both would save time when checking whether or not the related document has been attached or not. Thank you

    1 vote

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    0 comments  ·  Classic Workpapers  ·  Admin →
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    submitted  ·  System responded

    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. 🙂

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