Settings and activity
94 results found
-
59 votes
Elise McKinnon
supported this idea
·
-
199 votesElise McKinnon
supported this idea
·
-
10 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Elise McKinnon
supported this idea
·
-
22 votesElise McKinnon
supported this idea
·
-
22 votesElise McKinnon
supported this idea
·
-
2 votesElise McKinnon
supported this idea
·
-
13 votesElise McKinnon
supported this idea
·
-
166 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Elise McKinnon
supported this idea
·
-
215 votesElise McKinnon
supported this idea
·
-
2 votes
There are already ways you can automate this process, Elise. Is there a specific reason you'd like to do this through the Xero mobile app?
I'd recommend looking into connecting Hubdoc to your Xero org, or emailing bills to your organisation.
An error occurred while saving the comment Elise McKinnon
shared this idea
·
-
463 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Elise McKinnon
supported this idea
·
-
11 votesElise McKinnon
supported this idea
·
-
14 votesElise McKinnon
supported this idea
·
-
27 votesElise McKinnon
supported this idea
·
Thanks for your reply!
It was specifically for clients that are always on the go ie. tradies, hairdressers, labourers, etc. They don't necessarily have time to scan/photograph and email a receipt through to Xero for us to then approve & match the bill.
Does HubDoc allow for the photo just to be uploaded into bill section same as emailing?