Settings and activity

2 results found

1. Notifications - Email/notification when items are Awaiting Approval in Xero

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   151 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

   You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

   We want to be upfront that while we'd like to explore providing more controls for notifications in the future this isn't in the short term roadmap. We'll continue to stay attuned to votes for this here, and will post an update if anything changes.

   Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

   You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

   We want to be upfront that while we'd like to explore… more

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   Coral Minifie commented  ·  21 August, 2023  ·  Edit…  ·  delete…

   This is really important to us with the majority of our workers working remotely. It would be a huge improvement if an automatic notification could be sent when approvals are required.

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2. Contact - Supplier Account Credit Limits

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   109 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for all your support and input on this idea, everyone.

   We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.

   A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.

   We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.

   The idea will remain open for votes so we can continue to gauge community interest and feed that back to our product teams.We'll be sure to post another update if the status of this idea changes.

   Thanks so much for all your support and input on this idea, everyone.

   We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.

   A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.

   We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.

   The idea will remain open for votes… more

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   Coral Minifie commented  ·  21 September, 2022  ·  Edit…  ·  delete…

   I would really like this feature as we find it very difficult to manage spending limits without it.

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   Coral Minifie supported this idea  ·  17 September, 2022