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← Share and support customer ideas for Xero

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7 results found

  1. Files - Include attached files when using 'Copy'

    25 votes

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    submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Mike Yates commented  · 

    Keep the same file attached when converting a Purchase Order to a Bill.

    Mike Yates supported this idea  · 

  2. Bills - Attachments from repeating bill template to be linked to generated bills

    25 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Mike Yates supported this idea  · 

  3. Bills - Share bills for approval with users outside Xero

    10 votes

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    3 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.

    While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.

    Mike Yates supported this idea  · 

  4. Purchase Order - Link Purchase Order to Bill

    178 votes

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    submitted  ·  44 comments  ·  For small businesses » Business features  ·  Admin →
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    Mike Yates supported this idea  · 
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    Mike Yates commented  · 

    We need the ability to link a Purchase Order and a Bill when it is submitted via email. Currently there is no way of knowing which Purchase Order a Bill is meant to be processed against.

    Two reference fields on PO's and Bills would work, a dedicated 'PO number reference field' on a bill or a dedicated 'Bill reference field' on a PO.

  5. Purchase Orders - Ability to Void/Archive purchase orders

    48 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Mike Yates supported this idea  · 

  6. Purchase Order - Make Recurring Purchase Orders

    45 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Mike Yates supported this idea  · 

  7. Contacts - Allow multiple addresses for a single contact record

    1,272 votes

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    418 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

    We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

    We appreciate your patience as we work through the complexities…

    Mike Yates supported this idea  ·