Settings and activity
5 results found
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654 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment 
Aileen Asche
supported this idea
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An error occurred while saving the comment Aileen Asche
commented
I would like to be able to download all the attachments I've put in Xero each year as a backup in case Xero ever goes down or I need to provide to an auditor. Downloading them one at a time isn't a good use of time so a bulk download would be really nice.
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110 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
An error occurred while saving the comment Aileen Asche
commented
I accidentally flagged this an inappropriate but that was by accident! I think this is very important to be able to import into Xero without having it hit the bank reconciliation lines. I want to be able to import all the payroll checks that were issued by paper check (entering as spend money transactions) without having to put in one by one. Then when the checks clear they would match to the bank feed or imported statement line. We can import so many other things... why not spend/receive money transactions?
Aileen Asche
supported this idea
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606 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment Aileen Asche
commented
Xero is proving to not be a great choice for accounting software if you want any kind of control or limit on access for your team besides AR/AP entry.
Aileen Asche
supported this idea
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164 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
An error occurred while saving the comment Aileen Asche
commented
This would be helpful. There is currently no way to check to verify expenses have been billed without opening up every single expense or bill manually to see if it's been assigned to a customer.
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220 votes
Thanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
An error occurred while saving the comment Aileen Asche
commented
My client would like to be able to create a quote or invoice for an entire project and then bill % or flat amounts against it. They would also like to be able to see the estimate for the whole project, how much has been billed, paid and how much remains to be billed. I used to do this easily in QuickBooks but I can't figure out how to get this functionality in Xero. I have tested out Xero projects but it doesn't seem to be possible there either unless I'm doing something wrong.
I don't know of any accounting softwares that offer this feature so I'm not that surprised Xero isn't going to make it happen. In case it's helpful to anyone, you CAN do bulk downloads from Hubdoc or Dext or BILL if you are using those for document collection.