Settings and activity
11 results found
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3 votes
Susan Montanari
shared this idea
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9 votes
An error occurred while saving the comment Susan Montanari
supported this idea
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18 votes
An error occurred while saving the comment Susan Montanari
commented
I am importing 300 jobs for 2023. I would like to populate the custom field for Hi everyone
Each year we import 300 jobs using the import function, but we are not able to import any Custom Fields eg "Job Accountant". Furthermore we are not able to import Staff.
Whilst the import function is useful it still requires significant manual intervention. It would be great if Custom Fields could be imported to Jobs as is the case with Clients and Leads. And that Staff could also be imported.
Susan Montanari
supported this idea
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41 votesSusan Montanari
supported this idea
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68 votes
An error occurred while saving the comment Susan Montanari
commented
I have asked for this on many occasions over the past 5 years. It would be great to see this implemented.
Susan Montanari
supported this idea
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23 votesSusan Montanari
supported this idea
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44 votes
Thanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.
If there's any updates to share around this I'll definitely share with you all through the idea.
An error occurred while saving the comment Susan Montanari
commented
So many small changes to Xero Expenses would make the product 100% better.
Susan Montanari
supported this idea
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102 votes
Thanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
An error occurred while saving the comment Susan Montanari
commented
Just makes sense to have it embedded.
Susan Montanari
supported this idea
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94 votes
We appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
Susan Montanari
supported this idea
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120 votesSusan Montanari
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23 votesSusan Montanari
supported this idea
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Absolutely agree. This is a fundamental requirement of a system with multiple users. It is currently impossible to easily see or download a user permission profile and/or update permissions to ensure they are consistent across the practice.