Settings and activity
30 results found
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111 votes
An error occurred while saving the comment 
James Beylotte
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13 votesJames Beylotte
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An error occurred while saving the comment James Beylotte
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Yes, we deliver a service (home repair) to a customer and want them to pay upon delivery. We hand them a paper invoice that we printed that day. If they had a QR code on the invoice that linked them to the online invoice, they could follow the link and pay on the spot. PLEASE IMPLEMENT!
If this takes too much development cost or time for a QR code, then at least put the text of the link on the PDF invoice. Most phone cameras can recognize the text and follow the link.
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729 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment James Beylotte
commented
This would be very helpful to us!
Furthermore, in the Contact, we would like the ability to map each email address to specific items: PO, Invoice, Quote, Remittance, Invoice Reminder, etc. because there are too many emails associated with each Contact and not everyone in our organization knows which email address to use for each type of item.James Beylotte
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25 votes
An error occurred while saving the comment James Beylotte
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We often copy a quote that has file attachments to send to a different contact. The copy of the quote retains the file attachment. However, when we change the Contact in the quote and save it, we lose the attached file. Could you please fix this so that the file attachments remain with the quote when changing the contact?
James Beylotte
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23 votesJames Beylotte
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501 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
James Beylotte
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271 votes
Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.
As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.
I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊
An error occurred while saving the comment James Beylotte
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This feels like a pretty basic feature. We would benefit from it.
James Beylotte
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530 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.An error occurred while saving the comment James Beylotte
commented
From the Project view we need to see all associated Purchase Orders so we know if material has been ordered. It will also help us verify if project bills are legitimate.
James Beylotte
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195 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
James Beylotte
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13 votesJames Beylotte
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57 votes
An error occurred while saving the comment James Beylotte
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Yes, PLEASE include Projects in financial reports (filters, "group by", columns, ...) because in the Construction industry there is retainage withheld on projects and we need to be able to track this
James Beylotte
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99 votes
An error occurred while saving the comment James Beylotte
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yes, and we need to be able to group by and filter by project.
James Beylotte
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An error occurred while saving the comment James Beylotte
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Include "Project Name" in the available selection of columns for the Account Transaction Report. I use this monthly to make sure transactions associated with projects are associated with the proper account code for reporting sales tax.
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2 votesJames Beylotte
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26 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
James Beylotte
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5 votesJames Beylotte
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55 votesJames Beylotte
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229 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.
James Beylotte
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111 votesJames Beylotte
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168 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 🙂
James Beylotte
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39 votesJames Beylotte
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It seem like nearly every user in my company has created duplicate contacts in Xero, even after coaching and training on how NOT to create duplicate contacts. The UI should be improved to help "regular users" from making this mistake.