Settings and activity
43 results found
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24 votes
Aileen Pennington
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424 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Aileen Pennington
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14 votes
Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
An error occurred while saving the comment Aileen Pennington
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284 votes
An error occurred while saving the comment Aileen Pennington
commented
@Nelson Shaw
Repeating invoices?Aileen Pennington
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188 votes
An error occurred while saving the comment Aileen Pennington
commented
I think Xero misunderstood the assignment. You can now upload multiple individual invoices but still not an individual multiple page invoice.
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167 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
An error occurred while saving the comment Aileen Pennington
commented
Try using FYIdoc. It integrates with XPM so you can put your time through FYI and it syncs with XPM and FYI has a pause button!
An error occurred while saving the comment Aileen Pennington
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Totally agree. The number of times I have wished I could pause my time clock while ansering a phone call etc. It would be hugely helpful if you able to add another timesheet while you have one on pause namely for times you need to pause your clock to take a call then record the time on the phone call to another client.
Aileen Pennington
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3 votes
An error occurred while saving the comment Aileen Pennington
commented
Alternatively, you can bring XERO HQ 'activity' tab back so i can see whose GST is due without a report.
Aileen Pennington
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10 votesAileen Pennington
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Aileen Pennington
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14 votesAileen Pennington
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11 votesAileen Pennington
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29 votesAileen Pennington
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30 votes
An error occurred while saving the comment Aileen Pennington
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We provide training for all our new clients and not being able to demonstrate Hubdoc at work is a problem.
Aileen Pennington
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65 votesAileen Pennington
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9 votesAileen Pennington
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41 votesAileen Pennington
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104 votesAileen Pennington
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45 votesAileen Pennington
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222 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Aileen Pennington
supported this idea
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An error occurred while saving the comment Aileen Pennington
commented
The autosync is handy when you have lots of the same invoices coming in every week however, it would be even better if you could have multiple line items, very much like creating a rule in Bank Reconciliations in Xero.
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301 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Aileen Pennington
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12 votesAileen Pennington
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You can do this and more through FYI Elite which is integrated with XPM.