Settings and activity
46 results found
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47 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
Laura Frampton
supported this idea
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18 votes
Hi Amy! appreciate you raising this here. We appreciate the need for having a due date or deadline on a task . While this feature is currently unavailable in Xero, we'll open this idea up for the community to add their votes. Cheers
Laura Frampton
supported this idea
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102 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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52 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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55 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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80 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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21 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 -
226 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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517 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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131 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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9 votes
Hi Michael, thanks for sharing your idea here. We can appreciate the convenience of being able to create an invoice from a calendar date. We'll open this idea up for the community to vote. We'll monitor this space in the meantime. thanks!
Laura Frampton
supported this idea
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43 votes
Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.
Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.
Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.
Laura Frampton
supported this idea
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28 votes
Hi team, thanks for the extra input and detail in how your business operates in relation to the needs here.
I want to be transparent with you all here that this isn't something we have plans for developing projects for at this time, however are continuing to pay attention to the ideas and improvements our customers would like to see in this feature through these forums. I'll share if there are any updates planned.
Laura Frampton
supported this idea
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12 votes
Thanks for the engagement here everyone, appreciate the feedback.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.
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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25 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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17 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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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.