Settings and activity
7 results found
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9 votes
Great to hear you're expanded thinking on the Groups here, Melanie.
It'd be good to get a sense of interest in each separately.
I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂
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Sarah Pilling
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56 votesSarah Pilling
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37 votes
Thanks for sharing your idea, and letting us know that you would like to be able to enter your own exchange rate for your expenses.
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!
Sarah Pilling
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3 votesSarah Pilling
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1 voteSarah Pilling
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644 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
An error occurred while saving the comment Sarah Pilling
commented
I would love this. I always raise my bills at odd times, but never want to send them at the time. And then forget to send them.
I use the "schedule send" feature on my inbox ALL the time and would love this.Sarah Pilling
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514 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.Sarah Pilling
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We need enhanced group-first navigation options, built-in group-level reporting capabilities, and workflow management tools that allow us to assign jobs, track time, and manage tasks at the group level while maintaining visibility into individual client components.
We actively use client grouping in Xero Practice Manager with most of our clients organised into families/taxable groups, but the system is based on individual client views.
We will often have 1 job per group, track time by group.
Folders are organised by Group, then client. Notionally, when we have a single client, it’s a group of 1.
Despite having clients properly grouped, we cannot easily navigate by groups as the primary view, generate reports at the group level, or plan and assign work by group rather than individual clients.