Settings and activity
10 results found
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81 votes
An error occurred while saving the comment 
Mel Eckford
supported this idea
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140 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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13 votesMel Eckford
shared this idea
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208 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
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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545 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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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93 votes
Hi community, we'd like to provide an update for you all here with backorders for tracked inventory now in the process of rolling out to customers.
As this rolls out, customers will be able to approve sales invoices for tracked inventory even when there isn't enough available stock.
Your stock on hand will be allocated straight away, and the remaining quantity goes on backorder. Incoming stock is then automatically allocated to the oldest approved backorders.
This coupled with the ability to track the receiving of goods from a Purchase order through to Bills will help solve for needs shared in this idea.
We throughly appreciate all your input through this thread and will come back to confirm once this roll out reaches 100% of users. 😊
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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1,296 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Mel Eckford
supported this idea
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15 votes
Hi everyone, we appreciate the additional feedback and use cases shared here.
We are currently releasing updated experiences for our Bills view and edit pages, however I want to be upfront that the idea here is not addressed as part of this initial release.
This is something we're continuing to keep a close watch of the support in this, so if there's any news to share I will update you, here.
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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229 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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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Mel 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.