Settings and activity
57 results found
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1 vote
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Karen Bennett
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46 votesKaren Bennett
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7 votesKaren Bennett
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10 votes
An error occurred while saving the comment Karen Bennett
commented
Would also be helpful to have a clearer calendar view screen without other information cluttering it.
Karen Bennett
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17 votes
An error occurred while saving the comment Karen Bennett
commented
In my opinion there is no point using XPM if cannot use a mobile time tracker. It is so important for when not sat in front of the computer. Considering the invoicing may be from time worked it seems crazy not to have more options of how to track that time.
Karen Bennett
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22 votes
An error occurred while saving the comment Karen Bennett
commented
Very important as the amounts can have a huge impact on the cash flow.
Without this the cash flow is meaningless in my opinion.
Karen Bennett
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9 votes
Hi Karen, could you edit the report to create groups that would show this separation?
Karen Bennett
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5 votes
Appreciate the need for succinct records, and we're pleased to share that this'll soon become a thing of the past with Xero Partner Hub - This'll combine your practice tools into one centralised experience. Meaning you have all client details in one place, no more need to update in HQ and Practice Manager 😊
If you're not across the announcement you can read up on our blog. I'll return to share as this rolls out to Partners.
Karen Bennett
shared this idea
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630 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Karen Bennett
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17 votesKaren Bennett
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74 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
Karen Bennett
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116 votes
Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.
The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.
As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.
If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…
An error occurred while saving the comment Karen Bennett
commented
Very important for speedy viewing and drawing attention for client to see.
Karen Bennett
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8 votes
An error occurred while saving the comment Karen Bennett
commented
Very important as current templates are impersonal and unprofessional.
Karen Bennett
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An error occurred while saving the comment Karen Bennett
commented
Be able to send queries addressed to first names and not full name toymaker it more personal
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11 votesKaren Bennett
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115 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Karen Bennett
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4 votesKaren Bennett
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18 votesKaren Bennett
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41 votesKaren Bennett
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36 votes
Thanks for sharing how we can improve notes in reports for you. Currently, our product team is currently doing some research to identify areas for improvement in the Notes to Financial Statements in Report Templates.
We'd like to engage and get input from you all here, which will help the team understand where they can focus their efforts.
If you'd like to participate and share your thoughts, please fill in our short survey here✍️ - It'll only take a few minutes to complete, and our team would greatly appreciate your contributions to their discovery.
If you have any colleagues, that have interest in this you're welcome to share the link with them, too. 😊
Karen Bennett
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52 votes
An error occurred while saving the comment Karen Bennett
commented
Allow remittance advices being sent for direct payments screen without having to individually send from bank account transactions afterwards.
Karen Bennett
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Need to be able to move jobs around, based on capacity, from the calendar view as it is so much easier to see the empty days in this format.