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6 results found

  1. Sales Invoicing - Automate 'send me a copy' on invoices

    129 votes

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    submitted  ·  79 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Raj Shah supported this idea  · 

  2. Find and Recode - Sort on Find and Recode by description

    150 votes

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    58 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.

    While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.

    To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.

    Raj Shah supported this idea  · 

  3. Reporting - Show Billable Expenses in Account transactions report

    49 votes

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    submitted  ·  19 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Raj Shah shared this idea  · 

  4. Find and Recode - Edit payment Bank Account

    50 votes

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    submitted  ·  14 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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  5. Billable Expense - Copy billable expense details when copying a bill

    12 votes

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    submitted  ·  3 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Raj Shah shared this idea  · 

  6. Billable Expenses - Show Bills that have and haven't been assigned as billable expenses

    170 votes

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    86 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    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.