Settings and activity
45 results found
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9 votes
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 🙂
Laura Frampton
supported this idea
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100 votes
We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
Laura Frampton
supported this idea
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51 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Laura Frampton
supported this idea
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52 votes
Great to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
Laura Frampton
supported this idea
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77 votes
Thanks so much for the interest in this idea, everyone! We're currently exploring how we could make automation more visible from the Homepage/Dashboard. 🙂
So, imagine we updated the bank account widgets. How would you rank the importance of different statistics? Complete our short, anonymous poll here.📊
Laura Frampton
supported this idea
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18 votes
Appreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
An error occurred while saving the comment -
222 votes
An error occurred while saving the comment Laura Frampton
commented
I had to quit Hubdoc - I now just email all supplier invoices to draft bills (annoyingly credit notes still don’t work this way) most information is then pre filled and it appears they are also introducing line item extraction from April! From the same screen it can be allocated straight to the corresponding project. This is the best work around I found - Not sure if that’s a better option for anyone!
An error occurred while saving the comment Laura Frampton
commented
Please please please add the ability to add invoices directly to projects from Hubdoc the same as being able to add them as a billable expense.
The process is currently extremely time consuming.
Laura Frampton
supported this idea
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6 votesLaura Frampton
supported this idea
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513 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Laura Frampton
supported this idea
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129 votes
An error occurred while saving the comment Laura Frampton
commented
Is there any updates on this?
Laura Frampton
supported this idea
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13 votes
An error occurred while saving the comment Laura Frampton
commented
Also the ability to pre add manual break deductions.
Laura Frampton
supported this idea
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11 votesLaura Frampton
supported this idea
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4 votes
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 🙂
Laura Frampton
supported this idea
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43 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
Laura Frampton
supported this idea
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27 votes
Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
Laura Frampton
supported this idea
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8 votes
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 🙂
An error occurred while saving the comment Laura Frampton
commented
Please can we have an update on this and any possible new features for projects.
Laura Frampton
supported this idea
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41 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
An error occurred while saving the comment Laura Frampton
commented
Please can we have an update on this and any possible new features for projects.
An error occurred while saving the comment Laura Frampton
commented
Please can we have an update on this and any possible new features for projects.
Laura Frampton
supported this idea
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21 votes
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
Laura Frampton
supported this idea
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16 votes
Thank you for submitting your idea and highlighting the changes that matter most!
We've completed our review, and now it’s time for the community to show its support. You idea can now be shared with any colleagues who would benefit, encouraging them to cast their vote.
Other members can also add comments to share more detail about how this change would improve their experience with Xero. Keep sharing and tracking its progress!
Laura Frampton
supported this idea
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7 votes
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 🙂
Laura Frampton
supported this idea
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I would just like to use the po list the same as excel! Just for record keeping - it would be amazing if you could add approved bills (with the option to exclude ones that don’t need to be added) to it at the same time as approving them, so this then gives them a po number we then snap shot and upload the corresponding delivery note.