Settings and activity
17 results found
-
130 votes
361 Support
supported this idea
·
-
5 votes361 Support
shared this idea
·
-
275 votes
Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.
As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.
I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊
361 Support
supported this idea
·
-
76 votes361 Support
supported this idea
·
-
665 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
supported this idea
·
-
547 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
supported this idea
·
-
2 votes361 Support
shared this idea
·
-
4 votes361 Support
shared this idea
·
-
2 votes361 Support
shared this idea
·
-
1 vote361 Support
shared this idea
·
-
1 vote361 Support
shared this idea
·
-
8 votes361 Support
shared this idea
·
-
53 votes361 Support
supported this idea
·
-
116 votes
An error occurred while saving the comment 361 Support
supported this idea
·
-
12 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
·
-
2 votes361 Support
shared this idea
·
-
443 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
·
Allow user to export/print Add Note