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13 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Julie Rouleston.
shared this idea
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63 votesJulie Rouleston.
supported this idea
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10 votes
An error occurred while saving the comment Julie Rouleston.
shared this idea
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14 votes
Thank you for submitting your idea and clearly outlining the most impactful changes for your workflow.
Your suggestion has been reviewed and is now open to the community for support. Please encourage any colleagues who would benefit from this to vote on your idea. They can also comment to provide further details on how this change would enhance their Xero experience.
Julie Rouleston.
supported this idea
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221 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 Julie Rouleston.
commented
We are a building company and would like to be able to load in a copy of the contract into Xero.
Julie Rouleston.
supported this idea
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26 votes
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
Julie Rouleston.
supported this idea
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13 votes
Thanks for your feedback on Projects here, Tia. If you have any other detail you can share or examples of how sub projects would be used by your business this would be useful for our product teams consideration.
We don't have any plans for this at present, but make sure you share the idea with other colleagues that could also find this useful so we can get a wider understanding of the interest.
Julie Rouleston.
supported this idea
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25 votes
Thanks for sharing this idea. We’re going to move it to Gaining Support so we can better understand how much interest there is from others who would also find this useful. If this is something more customers would value, that support will help show the demand for adding a project start date and allowing projects to be sorted by date rather than name 🙂.
Julie Rouleston.
supported this idea
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88 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Julie Rouleston.
supported this idea
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46 votesJulie Rouleston.
supported this idea
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256 votes
Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.
Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.
Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.
An error occurred while saving the comment Julie Rouleston.
commented
We've only just set up Stripe payments specifically so that one of our larger clients can pay their invoices via credit card. We hit a snag with the very first invoice whereby their credit card limit wouldn't allow them to make the full payment and they wanted to make partial payments. We have now had to find work arounds and have been back and forth with the client about how to make alternative credit card and EFT payments. Quite unprofessional really.
There are now 123 votes here for Stripe partial payments and people are crying out for this feature. Surely this is enough to start the process moving?? I understand that both Quickbooks and MYOB allow partial payments with credit card.
Xero could you please elevate this matter with your products team?
Thank you.
Julie Rouleston.
supported this idea
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11 votes
When you say you'd like the expense date on the invoice - would you expect this to be visible just in Xero, or o your customer as well?
An error occurred while saving the comment Julie Rouleston.
commented
Can we please introduce the bill date next to Untracked Expenses under the Tasks & expenses tab??
I have raised this issue a number of times previously but haven't heard anything.
I understand that the date can be accessed by opening the bill or viewing it, but this is very tedious AND if you open the bill, you can't easily find your way back to the bill you were looking at. It is extremely difficult to navigate these expenses when there are thousands of them attached to the project, so having the bill date here would be SO much more convenient.
I look forward to hearing.
Thank you,
JulieJulie Rouleston.
supported this idea
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167 votes
An error occurred while saving the comment Julie Rouleston.
commented
Last week I needed to amend hours for an employee that were included on an invoice (a keyboard issue meant I had logged 999 hours instead of 9!!). I couldn’t amend those hours until after I had “VOID” the invoice. I wanted to use the same invoice number to re-send to the client but was unable to as the system won’t allow you to re-use the same invoice number.
Julie Rouleston.
supported this idea
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We too have a large project with 2 years worth of invoices assigned to it. Having to manually mark off invoices as "invoiced" would save an immense amount of time.