Settings and activity
13 results found
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1,077 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment An error occurred while saving the comment 
Louise Bagatelas-Allen
commented
There has been a new Bills layout - but not what is needed!
And the new Bills layout is worse than the old one - massive text, bold text, busy screen - horrible!Louise Bagatelas-Allen
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56 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
An error occurred while saving the comment Louise Bagatelas-Allen
commented
The above comment dated Aug 2022 - isn't what is being asked. Find and Recode does not delete / archive the tracking code list. This would simply move the entry from one to another.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
PLEASE make bulk archive a option on tracking. The process is tiresome
Louise Bagatelas-Allen
supported this idea
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749 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Louise Bagatelas-Allen
supported this idea
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324 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Louise Bagatelas-Allen
supported this idea
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304 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Louise Bagatelas-Allen
supported this idea
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102 votes
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Please Please add this as a matter of urgency.
Without archiving tracking codes the Compare Tracking Codes P&L report doesn't work if you have over 200 codes alive.
We need to archive hundreds before this report will work - HELP!!!!An error occurred while saving the comment Louise Bagatelas-Allen
commented
Please add this simple feature, it will make things much quicker. I have over 100 to archive. That is three clicks each - 300 clicks to carry out one simple task!!!
An error occurred while saving the comment Louise Bagatelas-Allen
commented
YES please, we too use tracking for jobs/projects - and because the reporting is so poor we have to find away of keeping the tracking numbers down. Archiving one by one is painful!
Louise Bagatelas-Allen
supported this idea
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169 votes
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Please add this is critical.
Louise Bagatelas-Allen
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4 votesLouise Bagatelas-Allen
shared this idea
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2 votesLouise Bagatelas-Allen
shared this idea
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1,109 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Louise Bagatelas-Allen
supported this idea
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370 votes
Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.
We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.
We'll keep you updated of further developments here.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Having to mark one bill at a time as paid if in foreign currency is BAD. Please let bulk bills be marked as paid if paid in a group from a bank account.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Foreign currency payments, in bulk - the ability to clear more then one bill and mark as paid on 'bill payments' screen - in ALL currencies.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Please can you add the batch payment option to multi currency bills, at the moment we have to wait for the transaction to show on the bank statement and then clear the bills.
At the Pay Bill screen, it should be ok to chose a number of bills to batch pay and send remit to the supplier no matter what the currency of the bill.Louise Bagatelas-Allen
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57 votesLouise Bagatelas-Allen
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29 votes
An error occurred while saving the comment Louise Bagatelas-Allen
commented
I feel there needs to be better reporting and project allocation on this software. Most businesses want to track what each project is 'looking like'. There needs to be P&L options per project/ a group of projects/ all projects.
I would say this is urgent, as we can't be the only management team looking at moving all our companies away from Xero because of the lack of project costing/ reporting.
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Totally agree with Rachel and Sarah - this needs to change.