Settings and activity
14 results found
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159 votes
Ryan Mackey
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15 votes
An error occurred while saving the comment Ryan Mackey
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41 votesRyan Mackey
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84 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Ryan Mackey
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22 votesRyan Mackey
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178 votes
An error occurred while saving the comment Ryan Mackey
commented
In my experience most journals are non cash items, so being able to adjust the default setting would be an improvement.
Ryan Mackey
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332 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Ryan Mackey
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4 votesRyan Mackey
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198 votesRyan Mackey
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267 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Ryan Mackey
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46 votes
Thanks for your interest, everyone - we’ll keep monitoring this here.
While we appreciate the appetite, we want to be open that developing automatic calculation of wine equalisation tax within Xero is not in the teams roadmap at this time.
For those in need right now, we’d recommend looking into our app partner integrators that can fulfill these needs. Alternatively, you can view and join discussion on how others are doing this with invoices in Xero.Ryan Mackey
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71 votesRyan Mackey
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216 votesRyan Mackey
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2 votesRyan Mackey
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A lot of people don't have e-mail, let alone the technical ability to add time to projects. It would be great to have the ability for admin / manager staff to assign time to projects without the need to invite the user in.