Settings and activity
9 results found
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309 votes
Megan Shell
supported this idea
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304 votes
An error occurred while saving the comment Megan Shell
supported this idea
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199 votes
An error occurred while saving the comment Megan Shell
commented
This should definitely exist! And since I pay extra to have expenses, I shouldn't have to pay extra extra to use an addon from another company...
Megan Shell
supported this idea
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677 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
Megan Shell
supported this idea
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99 votes
Thanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
An error occurred while saving the comment Megan Shell
commented
Why is this not already a thing? I have to check the mileage rate every time someone makes a submission when I should just be able to set it.
Megan Shell
supported this idea
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171 votes
An error occurred while saving the comment Megan Shell
commented
This was a big issue for us - I ended up making a "Quotes" user that everyone logs into to build quotes and the email goes to a shared mailbox. Not an ideal solution.
Megan Shell
supported this idea
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74 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Megan Shell
supported this idea
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215 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Megan Shell
supported this idea
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453 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Megan Shell
supported this idea
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Allow us to select a contact to be the default receiver of quotes. My main contact is usually a billing contact, and they are not usually the same person that is responsible for approving quotes. It would be very handy to be able to set that contact separately, or even to choose a contact from a drop down after selecting the client.