Settings and activity
18 results found
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9 votes
Sam Robilliard
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15 votesSam Robilliard
supported this idea
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289 votes
Thanks for the response and continued support in this idea, everyone.
Work for partial billing of a purchase orders is taking shape. ✨
To give a taster of what this'll look like - when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill, and your Approved purchase order will show the amount of each item Billed.
I'll come back to share as soon as the feature begins roll out!
Sam Robilliard
supported this idea
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650 votes
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.
Sam Robilliard
supported this idea
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903 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Sam Robilliard
supported this idea
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9 votesSam Robilliard
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Sam Robilliard
commented
It would be great to have a few spare fields that could be named at will.
We really need a 'to be invoiced' or ' job complete' so our staff can complete the job and hand over to management to invoice that job. -
6 votesSam Robilliard
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9 votes
Hi Michael, thanks for sharing your idea here. We can appreciate the convenience of being able to create an invoice from a calendar date. We'll open this idea up for the community to vote. We'll monitor this space in the meantime. thanks!
Sam Robilliard
supported this idea
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23 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sam Robilliard
supported this idea
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180 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
An error occurred while saving the comment Sam Robilliard
commented
Any updates on this as this is a necessity for our business for directions, noted, blueprints etc
Sam Robilliard
supported this idea
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An error occurred while saving the comment Sam Robilliard
commented
Projects is in your top tier pricing. Surely this means we should get a few updates over 2 years. Come on Xero, Project users have been making do and finding work arounds for crucial improvements for too long.
I can even add an attachment to this comment. Why not in projects?
An error occurred while saving the comment Sam Robilliard
commented
Essential.
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58 votesSam Robilliard
supported this idea
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9 votes
We appreciate you sharing your idea and letting us know what matters most to you!
Your suggestion has been reviewed and is now live for community support. Be sure to share it with your colleagues so they can add their votes and comments on how it would benefit them.
Sam Robilliard
supported this idea
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15 votesSam Robilliard
supported this idea
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6 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sam Robilliard
supported this idea
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26 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sam Robilliard
supported this idea
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562 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
An error occurred while saving the comment Sam Robilliard
commented
Please note, it's the votes that count, not the comments. Ask everyone you know who uses Xero to vote (critical).
Sam Robilliard
supported this idea
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An error occurred while saving the comment Sam Robilliard
commented
Xero support have just called me and apparently they cannot help. This is the only method of getting our ideas heard so we have to get this upvoted a lot more times for them to even take notice.
An error occurred while saving the comment Sam Robilliard
commented
Maybe it is time to go directly to CEO. I found this comment at the bottom of a page. Maybe we should all email Sukhinder.
Still need help?
We're listening At Xero, small businesses aren't just customers — they're who we champion. If something's not right and you haven't been able to resolve it through our support channels, reach out directly to ceo@xero.com. Sukhinder and her team personally review these messages.An error occurred while saving the comment Sam Robilliard
commented
All new Xero updates are improving or speeding up areas that already work and this one is still unusable. Such a shame.
Last time Xero responded on here was Nov 23, very disappointing.
An error occurred while saving the comment Sam Robilliard
commented
As far as I know, Projects have NEVER had and updates.
An error occurred while saving the comment Sam Robilliard
commented
Projects is in your top tier pricing. Surely this means we should get a few updates over 2 years. Come on Xero, Project users have been making do and finding work arounds for crucial improvements for too long.
An error occurred while saving the comment Sam Robilliard
commented
Xero admin this shocking service. Xero Projects was sold to us as the perfect solution, but it does not even incorporate standard Xero features let alone any to improve the system. Quickbooks has all of the features we required. Someone has dropped the ball here. Very disappointing.
An error occurred while saving the comment Sam Robilliard
commented
We moved from QBO to Xero under the impression it was better. Some things are better in Xero Projects but the ease of PO's in QBO is much better.
If you already use QBO think twice about moving until Xero pull their finger out and make Projects what it was promised to be.
An error occurred while saving the comment Sam Robilliard
commented
Very disappointing this is not being made priority. This is a key function of which the ability is possible in slightly different way for just Client assignment, and should be available on an extra, paid for, addition to Xero.
An error occurred while saving the comment Sam Robilliard
commented
Hi It wont just benefit, it is essential. At the moment we have no way of noting which part of order goes to which client. This is making a huge amount of work for us that we did not have using Quickbooks. Starting to regret moving to Xero (and I dont say that lightly).
An error occurred while saving the comment Sam Robilliard
commented
Have just switched from Quickbooks to Xero and very disappointed this is not a function. Slowed down our whole process.
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120 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Sam Robilliard
supported this idea
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An error occurred while saving the comment Sam Robilliard
commented
It would be great to have an extra tab for this too. One that can be customised. We always struggle to know when a job is finished and can be invoiced (but not closed).
The irony is you can even add an attachment in these comments but not in Projects.
An error occurred while saving the comment Sam Robilliard
commented
What do the Xero team have against making much needed improvements on Projects. There are issues on Projects (like this one) that should have been resolved before even rolling it out.
Shame on you Xero, we don't need anymore ways to make the Reports look pretty, the bookkeepers need these fundamental issues resolved ASAP.An error occurred while saving the comment Sam Robilliard
commented
Needed for addresses and various other important info
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194 votes
Thanks so much for all your support and input on this idea, everyone.
We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.
A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.
We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.
The idea will remain open for votes…
An error occurred while saving the comment Sam Robilliard
commented
I have nowhere to keep a track of this in Xero.
Sam Robilliard
supported this idea
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Any more thoughts on this Idea, Xero?