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  1. Xero expenses - Ability to export submitted expenses

    14 votes

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    1 comment  ·  Payroll & expenses » Expense claims  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Sorry to hear your're not satisfied with Xero Expenses, Jeremy. Appreciate there are a few things that you've noted that you feel could enhance your experience when using expenses. 

    We do try to keep one idea per thread to make it simple for community to understand what they're adding their support and to help share this back with our product teams. I've adjusted the title of your idea here to reflect exporting expenses. We have an idea for changing the sort order here, and  you're welcome to start new ideas for any other points you've shared too. 

    Mary Anum supported this idea  · 

  2. Invoices/Bills - Separate field for posting date and invoice date

    261 votes

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    106 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.

    While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.

    We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.

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    Mary Anum commented  · 

    Hi,

    For bills and invoices, can we have a 3rd date field please? The 3 dates will be for:

    1. Bill/Invoice Date
    2. Due Date
    3. Period Date

    This way, when a period is closed, the bill or invoice date will not need to be change to fit into the open period.

    Thanks,
    Mary

    Mary Anum supported this idea  · 

  3. Manual Journals - Assign Contact name to journal

    307 votes

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    161 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to share that this work is now underway.

    Our intention is to allow you to associate a contact per line in a manual journal.

    We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.

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    Mary Anum commented  · 

    This will help with tracking Prepayments and Accruals, it'll be easy to see balance not released easily in Xero

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    Mary Anum commented  · 

    To add a customisation for Manual Journals to be linked to Contacts?
    We're having to type names of Contacts into descriptions and they don't show in Contact record.

    Mary Anum supported this idea  ·