Settings and activity
19 results found
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9 votes
Thanks for sharing your feedback on the new updated Files. We appreciate the time you've taken to bring this to our attention. We've reviewed your idea and moved this to gaining support, 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 An error occurred while saving the comment 
Fozia Muddassir
commented
We create separate folders for VAT quarter ends and move the relevant files there to attch to bills. But that option is disabled once a file is moved to archive, you can only rename or delete files.
So we have had to do the attach to bill in the inbox screen, it goes automatically to archive, where to you cannot tell which folder it has gone to if it has. When trying to highlight several files to move to the correct folder - it does not give an error of you have already moved it to that folder, it simply moves none of the files. This should not be the case and either allow us to attach to bill from within the folders or allow files to be ticked and moved even when it has already been moved. I would also say an a column to be able to see which folder it is under if it has been moved.Fozia Muddassir
supported this idea
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34 votes
An error occurred while saving the comment Fozia Muddassir
commented
agree this is standard on all CRM systems and should be surfaced
Fozia Muddassir
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23 votes
An error occurred while saving the comment Fozia Muddassir
commented
I agree this is critical in managing and searching for clients
Fozia Muddassir
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132 votes
An error occurred while saving the comment Fozia Muddassir
commented
This is critical, and should not require getting another app. Even a simple ability to generate custom approval reports for different department heads to approve and simple automation of that should be easy enough for Xero to deliver.
Fozia Muddassir
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8 votesFozia Muddassir
shared this idea
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15 votesFozia Muddassir
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27 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
Fozia Muddassir
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41 votesFozia Muddassir
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15 votesFozia Muddassir
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20 votesFozia Muddassir
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24 votesFozia Muddassir
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28 votesFozia Muddassir
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66 votesFozia Muddassir
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23 votesFozia Muddassir
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18 votesFozia Muddassir
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158 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Fozia Muddassir
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194 votesFozia Muddassir
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220 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Fozia Muddassir
supported this idea
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270 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Fozia Muddassir
supported this idea
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ALSO - when we are working from the files folder and attaching them to bill, it would be good after posting the bill for it to default back to the Files screen so we can work on the next bill :(