Settings and activity
6 results found
-
38 votes
We appreciate you taking the time to suggest this idea.
We've reviewed your idea and is now live for community engagement. We look forward to receiving their feedback.
We'll keep you updated!
Chris Rickerby
supported this idea
·
-
549 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
An error occurred while saving the comment An error occurred while saving the comment Chris Rickerby
commented
I've added my email too.
An error occurred while saving the comment Chris Rickerby
commented
It's really disappointing to see that work has been completed on areas which essentially makes the software look a bit different, yet the functionality we are screaming out for is not being progressed. Please can you focus on some useful improvements that your customers have been requesting for years!!
An error occurred while saving the comment Chris Rickerby
commented
Please can you get some focus on this piece of work, we don't really want to have to use 3rd party solutions to fill these missing links. We've invested a lot of time and effort into Xero, adapted process where needed to make your solution work for us, but there are some bits that we just can't get round and the allocation of PO's to projects and the ability to attribute multiple bills to one PO is two such areas. Please look into this asap, it has been something people have been asking for over 2 yrs now.
Chris Rickerby
supported this idea
·
-
166 votesChris Rickerby
supported this idea
·
-
99 votesChris Rickerby
supported this idea
·
-
58 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Chris Rickerby
supported this idea
·
-
303 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Chris Rickerby
supported this idea
·
I have also had a response Rebecca Payne posted below.
In reply I have outlined how I would envisage this working. It would be interesting to understand what others would like to see.
"In an ideal world I would like to see the ability to assign purchase orders to projects as a "pending expense" or recorded as an expense so we can allocate to an Estimated Expense (we refer to this as our budget category). When the PO is marked as invoiced, the purchase order is removed from the Project so that the bill can be allocated to the Project Estimated Expense. This will give us excellent visibility on the committed expenditure on a project assuming the data can be incorporated into the reporting.
I hope this provides a bit of clarity over what we require. I do understand that people will use the software in different ways and others may want more or less functionality but I would like my favoured approach to be considered."