Settings and activity
54 results found
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18 votes
Hi all, I'm pleased to let you know we've progressed work, and are now in the development phase for this request.
To be clear, we're not planning to allow "current date" to be inserted in reports at the client level, rather, we'll be changing the behaviour of Report Fields so they always stay connected, meaning the date will continue to automatically update.
We look forward to sharing another update with you all in the new year. 😊
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Christopher Le
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Christopher Le
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19 votesChristopher Le
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20 votes
Hi team, we appreciate wanting a connection between an invoice and a document it's been copied to. While this isn't in our roadmap just atm, we're tracking the support in this here and I'll let you know if there are any updates to share on this.
An error occurred while saving the comment Christopher Le
commented
i refer to 31 Jul 6:21 PM
Closed
CX0015357926
in the old blue xero invoice system - you can view notes of how invoices were copied toand for copied invoices - it will show a note where it was copied from.
Christopher Le
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78 votesChristopher Le
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16 votes
An error occurred while saving the comment Christopher Le
commented
Xero team, any updates?
Christopher Le
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328 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Christopher Le
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20 votesChristopher Le
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47 votesChristopher Le
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7 votesChristopher Le
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185 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Christopher Le
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100 votesChristopher Le
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2 votes
Hi Francisca, thanks so much for submitting this idea — we really appreciate your feedback!
We understand how much smoother data entry would be with a more user-friendly date picker when entering historical dates in the Relationships tab in Xero HQ. Being able to quickly scroll or jump through years would save you time and make the process much easier.
Right now, the date picker requires multiple clicks to go back several years, which can slow things down. Your suggestion for an improved, intuitive date selector would make a big difference to your workflow.
This idea is currently in the Gaining Support stage. If this feature would help you, please consider voting and sharing your thoughts . Your support really helps us prioritise it with the product team.
Christopher Le
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2 votesChristopher Le
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33 votesChristopher Le
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69 votesChristopher Le
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25 votes
An error occurred while saving the comment Christopher Le
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the blue xero search bar is VERY restrictive.
In exhibit A I can search by email and it brings up the two profiles.
However, if I type in ANTHONY HA, it only comes up with one profile, and not the other.The same can be said for the BUSINESS > INVOICES
It very restrictive in its word order,Christopher Le
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4 votesChristopher Le
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3 votes
Hi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
Christopher Le
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11 votesChristopher Le
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any updates on this yet?