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  1. 6 votes

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     ·  2 comments  ·  Practice tools  ·  Admin →
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    Susan Montanari shared this idea  · 
  2. 19 votes

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     ·  8 comments  ·  Practice tools  ·  Admin →
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    Susan Montanari commented  · 

    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.

    Susan Montanari supported this idea  · 
  3. 21 votes

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     ·  4 comments  ·  Practice tools  ·  Admin →
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    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  · 
  4. 44 votes

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    Susan Montanari supported this idea  · 
  5. 79 votes

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    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  · 
  6. 31 votes

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    Susan Montanari supported this idea  · 
  7. 61 votes

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    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.

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    Susan Montanari commented  · 

    So many small changes to Xero Expenses would make the product 100% better.

    Susan Montanari supported this idea  · 
  8. 123 votes

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    Hi everyone, thanks for all of your valuable feedback on this idea. The number of detailed comments clearly show how important this feature is for many of you.

    We also agree that this would add significant value to Xero Expenses. That’s why we’re pleased to update the status of this idea to Accepted. This means we have reviewed your feedback and it aligns with our product vision.

    While it is a feature we’d like to build, it’s not currently on our roadmap, so we can't provide a delivery timeframe just yet. We will share another update on this thread as soon as we have more news.

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    Susan Montanari commented  · 

    Just makes sense to have it embedded.

    Susan Montanari supported this idea  · 
  9. 119 votes

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    Susan Montanari supported this idea  · 
  10. 141 votes

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    Hi team, we appreciate and thank everyone for feedback. While we began a roll-out for the notification changes mentioned in my last update, as shared in some of the recent comments this resulted in a fair amount of noise for some customers inbox.

    We've made the decision to turn off the recent notifications changes.

    We'd like to provide more controls around this so users can set a preference, however this does require a fair amount of work and not something we're able to do right now.

    Please know we have keen eyes on this idea and when we're in a position to progress this again I'll share news with you all here. Thanks

    Susan Montanari supported this idea  · 
  11. 24 votes

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    Susan Montanari supported this idea  ·