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5 results found

  1. Contacts - display unpaid invoice on top only under client/contact

    6 votes

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    1 comment  ·  Contacts & documents » Contact  ·  Admin →
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    Zuzana Kyselova supported this idea  · 

  2. Invoice reminders - Option to send copy to self

    62 votes

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    17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.

    We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.

    Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.

    Zuzana Kyselova supported this idea  · 

  3. Tracking Categories Report - Ability to print/download tracking categories

    49 votes

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

    The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

    Zuzana Kyselova supported this idea  · 

  4. Tracking - Ability to bulk Archive categories

    159 votes

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    submitted  ·  89 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Zuzana Kyselova supported this idea  · 

  5. Notifications - Email/notification when items are Awaiting Approval in Xero

    373 votes

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    153 comments  ·  Users & setup » Navigation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

    We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

    This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

    We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

    You can read more about the …

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    Zuzana Kyselova commented  · 

    We require an email notification when bill/invoice is submitted.

    Zuzana Kyselova supported this idea  ·