Settings and activity
18 results found
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59 votes
Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.
We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.
We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.
We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.
Our aim is to give a clearer…
Tasman Simkins
supported this idea
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636 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.
Tasman Simkins
supported this idea
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7 votesTasman Simkins
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9 votesTasman Simkins
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22 votes
Thanks for your continued support on this, it’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Tasman Simkins
supported this idea
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1,223 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Tasman Simkins
supported this idea
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69 votesTasman Simkins
supported this idea
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1,091 votes
Hi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g…An error occurred while saving the comment An error occurred while saving the comment Tasman Simkins
commented
This is very frustrating and causes me a lot of lot work. I have an invoice open for working on. I leave it for a bit and come back to it make a lot of changes and then when I try and save it come up that it cannot save. Instead of just loggin back in and allowing me to save the invoice I loiose all of the changes that i have made. It is so frustrating and should not be the case. Xero Fix it,.
Tasman Simkins
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10 votesTasman Simkins
supported this idea
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An error occurred while saving the comment Tasman Simkins
commented
Hubdoc should have the ability to extract the VAT amount from the invoice and apply it correctly. The Idea of Hubdoc is to reduce the manual entry of Bills but at the minute you are still required to manually entered the VAT.
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101 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
An error occurred while saving the comment Tasman Simkins
commented
We need this functionality badly for chasing overdue invoices. Normally an invoice will be sent out the a contacts email for incoming invoices. However when it comes to reminders for overdue invoice you will most likely be wanting to send the reminder to alternative contacts at your client and as the invoice becomes more overdue you might what to send the reminder to higher up people in the clients organisation.
Tasman Simkins
supported this idea
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38 votes
Hi community, we understand wanting to hear more from us here. Thank you for sharing and supporting how increasing the number of invoice reminders would help your business workflows.
Our product team are conducting research in this space and we have form you can sign up through here to share your input.
Throughout the research the team may engage you through surveys or direct interviews. We'd love to get your involvement to help us develop the future of Invoice reminders!
Tasman Simkins
supported this idea
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505 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Tasman Simkins
supported this idea
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8 votesTasman Simkins
shared this idea
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221 votesTasman Simkins
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An error occurred while saving the comment Tasman Simkins
commented
As Other have said it is vitally important that Bills are allocated to a project so that when the project is invoiced out no costs are missed. It makes sense that this is done in Hubdoc when the bills are entered into the system. Having to do it as an addiction set is a step that should not need to be done.
As Other have said it is very poor that this is not a planned feature. -
7 votesTasman Simkins
supported this idea
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93 votes
An error occurred while saving the comment Tasman Simkins
commented
Many of our clients need the invoice and attached files be submitted in one PDF document that their systems can handle.
Tasman Simkins
supported this idea
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551 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 Tasman Simkins
commented
It is vitally important that we as able to assign a purchase order to a project.
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234 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
Tasman Simkins
supported this idea
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An error occurred while saving the comment Tasman Simkins
commented
We need to be able to import Project from our other system into Xero. Our projects are typically a couple of days each and to have to Manually enter each one is just extra work. It should be a simple task of having some import feature from a CSV I cannot understand why it has not been implemeted.
Thanks for the tip Kenin Y. I will try that.