Settings and activity
12 results found
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50 votes
An error occurred while saving the comment 
Mel Eckford
supported this idea
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75 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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6 votesMel Eckford
shared this idea
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145 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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201 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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50 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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908 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
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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109 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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409 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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209 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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667 votes
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
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.