Settings and activity
35 results found
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21 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
Nicole Neale
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23 votesNicole Neale
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110 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
An error occurred while saving the comment Nicole Neale
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163 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.
An error occurred while saving the comment Nicole Neale
commented
Couldn't agree more Sunny Gill!
People (Your paying customer base) have been requesting this for YEARS!!!!
Unfortunately, Xero don't seem to care about their current customers, they just want to make it look pretty to attract more customers. The new customers will inevitably be unhappy with the product once they find out all the basic accounting features it should have, are non-existent and there are no plans to fix the inadequacies.
An error occurred while saving the comment Nicole Neale
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Surprise surprise. Yet another request from hundreds of users over many years not being implemented. Really regretting my change to Xero!
An error occurred while saving the comment Nicole Neale
commented
We send drawings of parts to be made with purchase orders. Automating this function will save time and ensure all relevant information regarding the purchase order is all sent together, meaning things won't get missed.
Nicole Neale
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3 votes
An error occurred while saving the comment Nicole Neale
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It seems ridiculous that you cannot edit a note once submitted. If you make a mistake, you cannot correct it.
Nicole Neale
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27 votesNicole Neale
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1 voteNicole Neale
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32 votes
An error occurred while saving the comment Nicole Neale
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This is a critical feature. If you are not going to deliver on keeping a log of mail sent to customers, which in my opinion should be a legal requirement. At least give us the option to send these reminders to ourselves when sent to customers, so we have proof of what has been sent.
Nicole Neale
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224 votes
An error occurred while saving the comment Nicole Neale
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This is such a critical feature. The lack of it is causing so many problems. Come on Xero, why do you not listen to your customers? It's really bad customer service!
Nicole Neale
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8 votesNicole Neale
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4 votesNicole Neale
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125 votesNicole Neale
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18 votesNicole Neale
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14 votesNicole Neale
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4 votesNicole Neale
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3 votesNicole Neale
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215 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
An error occurred while saving the comment Nicole Neale
commented
I really wish Xero would take our ideas seriously. This is something that would benefit everyone. However Xero have no current plans for it. Possibly because they are too busy making things look pretty rather than actually being functional.
Nicole Neale
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51 votes
Hi Paul-John, appreciate your feedback here. Our team are constantly reviewing new as well as sharing and rallying for many of the trending ideas across the site here.
Hopefully you feel more of the interaction overtime.
We take ideas seriously and this does mean sometime may need to be put into evaluating an idea internally before it's position is updated in the community here. There are many factors that weigh into the product decision and development process that extend beyond the site alone and some ideas require careful consideration from multiple areas and people throughout the business. Where possible we will do our best to openly set expectation and you can use the Status of an idea to better understand it's position.
An error occurred while saving the comment Nicole Neale
commented
ACTIONS SPEAK LOUDER THAN WORDS. The actions of Xero taking our ideas seriously, are spoken but not shown. So many ideas have been here for years, and like many others users have stated, are still receiving votes, but nothing has been done. Xero's actions show they do not care what we think, no matter what their words say. It's all about the developers, not the people who actually use the program everyday.
Nicole Neale
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298 votesNicole Neale
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496 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Nicole Neale
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Has there been any movement on this? We would really like to keep all the technical drawings used with each project for future reference.