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4 results found

  1. Xero Files - Removing Files from transactions and Adding back into Xero Files & Searching Xero Files

    It doesn't appear to be possible to Remove attached files from a transaction and save it back to Xero Files. I found it to be a useful function. Would it be possible to add it back again? Also it would be really useful to be able to Search on documents in Xero Files.

    2 votes

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    0 comments  ·  Files  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. Allocating bills from suppliers with multiple line items (eg. Bunnings and Bowens) to a Master Job

    In MYOB, when a bill is sent from a supplier (eg. Bunnings) to the inbox, when converting this from a draft to an "actual" bill, there is an ability to "code" the entire invoice to one particular job (eg. Job X).
    Then you can go into the individual lines and re-allocate them to Job Y (if need be).
    This initial "master job allocation" allocation saves times as then each line is allocated against Job X, rather than manually having to enter this information in on each line before approving the draft.

    1 vote

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    0 comments  ·  Files  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  3. Ability to send xero file receipts directly to new xero forwarding area

    The new forwarding area for bills is great, but is only good for those receipts you haven't already got a repeating bill for. I wish though you could send xero file receipts straight to this new area as often the team send in their receipts and it would be easier from there to determine if these can be created automatically or need to be attached to an existing bill.

    Would also love the function of saving in Xero files and saying attach to "x" bill in Xero Awaiting bills!

    1 vote

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    0 comments  ·  Files  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  4. If an archived file is in a folder, show folder name in the "All archived" section

    Have a column headed "Filed in" and then the name of the folder if that archived file has been moved into a folder. This would make it easier to know it has been filed.

    1 vote

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    0 comments  ·  Files  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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