Settings and activity
12 results found
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161 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
Mackey Freise
supported this idea
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17 votesMackey Freise
supported this idea
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175 votes
Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.
We understand the appetite here and will continue to review this idea in future planning.
If there are any changes we'll let you know here.
For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.
Mackey Freise
supported this idea
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181 votes
Hi everyone, apologies for the gap since our last update.
We appreciate your ongoing feedback and additional detail that’s been shared in this thread.
A dedicated units-of-measure field for line items isn't something we've committed to building as a standalone feature, though it's one we're actively considering as part of a wider look at extending invoice documents to better serve our customers.
For now, connected apps in the Xero App Store remain an immediate option to meet needs expressed. We'll post an update here as this broader work develops.
Mackey Freise
supported this idea
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133 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
Mackey Freise
supported this idea
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36 votes
An error occurred while saving the comment Mackey Freise
supported this idea
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167 votes
Hi everyone, thanks for continuing to share your feedback and examples on this idea.
While our team have done some early exploration of bundling tracked inventory and can see the value this could bring to businesses that sell products made up of multiple items, there’s complexity involved in shaping the right solution.
We want to be upfront that this work isn’t on the roadmap at this stage, it’s something we’re continuing to assess longer term.
We’ll make sure to update here if there is any news to share.
Mackey Freise
supported this idea
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187 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
Mackey Freise
supported this idea
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28 votes
Thanks for your support and feedback on how visibility of the transactions related to stock on order and committed would be handy.
While we've been making a few improvements to inventory and Purchase orders recently I want to be open this is not a capability we have planned as yet.
Our product team have reviewed and will consider how they may provide more visibility in future, so I will share if there are any updates for you here.
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35 votes
Hi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
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175 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.
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622 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.
Also notification or alert that a purchase order needs to be approved.