Settings and activity
17 results found
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70 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
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Jenny Mackenzie
supported this idea
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149 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
Jenny Mackenzie
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139 votesJenny Mackenzie
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250 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Jenny Mackenzie
supported this idea
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919 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Jenny Mackenzie
supported this idea
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219 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
An error occurred while saving the comment Jenny Mackenzie
commented
I agree with the comments below - copying invoices is essential and in 99.99% of the time it is going to the same customer - why remove the feature - I am reverting back to old version until I am forced to change.
Jenny Mackenzie
supported this idea
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104 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
An error occurred while saving the comment Jenny Mackenzie
commented
Very disappointed to hear this - There seems to be a focus on cute changes and not on basic functionality. Xero be warned - I have been in this game for a long time and am really experienced in a lot of platforms. If you keep focussing on aesthetics over core functionality you will loose customers very quickly.
Jenny Mackenzie
supported this idea
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78 votes
We appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
An error occurred while saving the comment Jenny Mackenzie
commented
I 100% support this - the issue we are having is when a user posts an expense item say £15 for a taxi but this included a tip. The money coming though in the bank is say £14.50 and £0.50. We are not able to match this in the bank feed - i.e split a payments on expenses. You can do it against supplier bills I know but not an expenses. Also happens with hotels - they take a small charge like a deposit and then the rest on a separate payment and transport companies where they take an initial fee then a second fee when they know how much the user has travelled. Not sure it the same request as the thread but appropriate anyway
Jenny Mackenzie
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109 votesJenny Mackenzie
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67 votes
Hi everyone, thanks for your ongoing interest and support for this idea!
We understand the needs surrounding being able to adjust the dates for your leave year, whether that be to shadow the UK tax year or otherwise.
Our product team are excited to share that this is an area we are currently looking into developing.
Your feedback and ideas are extremely important to us. As such, we’d like to reach out to our valued community members to get involved in prototype testing, commencing later this month.
The testing will involve using a prototype tool to assess the usability and functionality of our proposed changes to a customisable leave year. We would encourage users that feel strongly about the lack of this function to sign up and welcome users of all experience levels.
Given the popularity of this idea we expect spaces to fill up fast. We will close the…
An error occurred while saving the comment Jenny Mackenzie
commented
Alot of UK companies run their holiday year in line with the tax year and only having the option for the calendar year is short sighted. This would be a big step forward. I like xero payroll with the exception of the leave section which is very weak.
Jenny Mackenzie
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235 votesJenny Mackenzie
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185 votesJenny Mackenzie
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110 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 Jenny Mackenzie
commented
This is really important - it then allows user to keep all the documentation associated with a project in an accessible location.
Jenny Mackenzie
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115 votesJenny Mackenzie
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130 votes
Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
Jenny Mackenzie
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176 votesJenny Mackenzie
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459 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Jenny Mackenzie
supported this idea
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This is very disappointing and seems the Xero team are determined to push its users away by not responding positively to requests for additional functionality. It now means I will have to action looking for a new projects solution for my client.