Settings and activity
12 results found
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54 votes
An error occurred while saving the comment 
Mel Eckford
supported this idea
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94 votes
An error occurred while saving the comment Mel Eckford
commented
I agree with this one too, seems very backwards atm.
We have so many projects on at the same time (and many with such similar names) that this would be so useful - keeping all the project information together from Quote to Completion would be amazing
Mel Eckford
supported this idea
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8 votesMel Eckford
shared this idea
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171 votes
An error occurred while saving the comment Mel Eckford
commented
This would be so much better for us also
Mel Eckford
supported this idea
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224 votes
An error occurred while saving the comment Mel Eckford
commented
It would be useful if there was an option to automatically attach a document to ALL quotes (in settings) - we specifically want to have our purchase T & C's PDF attached to every Quote sent out - currently we have to manually attach to each - if we remember (though it is great that we can now send attachments with quotes)
Mel Eckford
supported this idea
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58 votes
An error occurred while saving the comment Mel Eckford
commented
This is critical for our business as we do large purchase order.
Better connectivity between the purchase order and the bill - This is one thing that QBO was miles ahead as they have it automated between bill and purchase order.
Mel Eckford
supported this idea
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1,082 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Mel Eckford
supported this idea
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8 votes
Appreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
Mel Eckford
supported this idea
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An error occurred while saving the comment Mel Eckford
commented
We also have a similar issue- only ours is when we create a purchase order the discount tab is available (outlined in red in my attachment), but when we copy this purchase order to a bill - the discount is applied to it, but it appears to be a hidden line - so the unit price shows as the "pre-discount" amount, yet the total incorporates the discount - super confusing to look at - when my directors go to approve the bill they are constantly rejecting as they look at the unit price of the item.
Can Xero please change it so that there is a discount column in Bills?
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142 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Mel Eckford
supported this idea
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526 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Mel Eckford
supported this idea
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242 votes
Appreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know.Mel Eckford
supported this idea
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836 votesMel Eckford
supported this idea
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Agreed 100%, as we have multiple admin staff that overlap, being able to have notes pop up for all users is ideal.
This would be super helpful for things like "Alert, send invoice as a PDF" or "Please speak to admin before invoicing".
This could also link to the idea of an account stop alert - letting every user know that this customer account is PROFORMA ONLY or SUPSENDED.