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4 results found

  1. Contacts - Add more than 5 additional people

    57 votes

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    submitted  ·  26 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Martin Flavell supported this idea  · 

  2. Reporting - Automatic generation and emailing of reports

    784 votes

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    296 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

    Martin Flavell supported this idea  · 

  3. Bills - Option to unapprove

    675 votes

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    109 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

    While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

    So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

    Martin Flavell supported this idea  · 

  4. 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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    Martin Flavell commented  · 

    We require an email notification when expenses have been submitted.

    Martin Flavell supported this idea  ·