Settings and activity
12 results found
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135 votes
361 Support
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5 votes361 Support
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291 votes
Hi everyone, the ability to attach files when sending purchase orders from Xero is in the process of rolling out and live with 50% of users already!
If you have attached files to your purchase order you will see these shown when sending, with a check box to choose whether they are attached to the email 😁
I'll be back again to confirm once it's live to all users.
361 Support
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80 votes361 Support
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674 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
361 Support
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597 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
361 Support
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4 votes361 Support
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9 votes361 Support
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54 votes361 Support
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120 votes
An error occurred while saving the comment 361 Support
supported this idea
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15 votes
Hi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.
An error occurred while saving the comment 361 Support
commented
Add in additional reference when doing Find & Match
Xero allows user to do find and match for an awaiting payment invoice, but does not allow user to key in any payment reference.
please enable user to key in a reference when doing Find and match
361 Support
supported this idea
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470 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
361 Support
supported this idea
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Allow user to export/print Add Note