Settings and activity
18 results found
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179 votes
An error occurred while saving the comment An error occurred while saving the comment 
Christie van der Beeke
commented
Virtually all our suppliers invoice at milestone increments against a purchase order, however our only option is to have it marked 'billed' or not. We need to be able to mark PO's as partially billed against. This is a very common scenario.
Christie van der Beeke
supported this idea
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342 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.An error occurred while saving the comment Christie van der Beeke
commented
Tony Morcom - on the top right of the Invoice template there is a reference box, which allows you to insert text. There is where I reference PO numbers. Hope this helps :)
Christie van der Beeke
supported this idea
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28 votes
An error occurred while saving the comment Christie van der Beeke
commented
Purchase order - Ability to cancel without deleting
You need to be able to cancel a PO without having to delete it, and then you can use the 'notes' to say why it was cancelled. When you search Xero help, it says you can do this, but it's not a function of the AU version. Given the functionality has been created, it shouldn't be hard to implement it for Australia.
An error occurred while saving the comment Christie van der Beeke
commented
I completely don't understand why a PO can't be cancelled, this is a basic accounting function. Deleting it completely removes it from the system, and then obscures the numbering, and you can't necessarily remember why it was cancelled. This could be for a number of reasons, including changed amounts, cancellation of a job, etc. There's even instructions on how to do it, so clearly it was thought useful at some point, but these instructions ar enow obsolete: https://central.xero.com/s/article/Issue-send-or-cancel-purchase-orders#Cancelordeleteapurchaseorder
Christie van der Beeke
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42 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
Christie van der Beeke
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74 votesChristie van der Beeke
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38 votes
An error occurred while saving the comment Christie van der Beeke
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There are multiple threads requesting the same basic functionality. Please address Xero AU.
Christie van der Beeke
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50 votesChristie van der Beeke
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117 votesChristie van der Beeke
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250 votes
An error occurred while saving the comment Christie van der Beeke
commented
This is critical, and is an issue that has been raised many times over a long period of time. I understand the NZ version of Xero allows for setting a roster for part time employees, so if this is already developed, it should be a very simple implementation for the AU version. The hours beign split evenly across 5 working days does not allow for the public holidays, annual leave or sick leave requests, which all have to be manually adjusted. With government procurement and Fair Work Australia pushing priority focus on flexible workforces, Xero needs to support its users in managing this through basic payroll functionality.
Christie van der Beeke
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30 votes
Hi community 🙋
Thanks for starting this idea! Did you see last week that our Product Team released an update that helps speed things up on Xero Me Mobile? They’ve enabled the ability to copy previous time entries in start-end timesheets on a per day basis. To do this, enter your time entries as usual for the first day in your timesheet, and then select the “copy from [date]” option when adding a new time entry for a consecutive day.
The team are interested in further exploring improvements in this area, but at this stage there are no firm plans to progress this idea. They’ve got their eyes on the ground though - closely monitoring your ideas, votes and comments.Christie van der Beeke
supported this idea
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908 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…
Christie van der Beeke
supported this idea
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29 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
Christie van der Beeke
supported this idea
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27 votes
Hi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.
Christie van der Beeke
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66 votesChristie van der Beeke
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An error occurred while saving the comment Christie van der Beeke
commented
Like many organisations, I have staff trying to plan their leave in a few months, but they don't currently have enough leave to cover the period they will be away. However, by the time they go, they will be close to it. For regular hours staff, it would be very helpful to have an annual leave predictor, otherwise it's manual calculating having to add up for every fortnight before they go their fortnightly accrual, which is very laborious. Please can you develop an annual leave predictor to assist staff and management in managing leave.
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29 votes
An error occurred while saving the comment Christie van der Beeke
commented
We need to be able to breakdown all income and expenditure associated with a tracking category, which is how we manage individual projects - a combined Profit and Loss, with an Account Transactions Report. This seems to be a common request, that doesn't seem overly onerous from a Xero perspective, that is very time consuming for an end user
Christie van der Beeke
supported this idea
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161 votes
An error occurred while saving the comment Christie van der Beeke
commented
Xero, this request has been going on for 9 months in this thread, and I also know there are other threads on the same topic. Please listen to the requests of your subscribers, and focus on delivering something that is pretty fundamental and critical to some many. This isn't about something looking good, or a minor tweak, it significantly impacts our work/businesses.
An error occurred while saving the comment Christie van der Beeke
commented
This has been requested by so many people in different threads - it's a really fundamental function, that Xero needs to address. It affects annual leave requests and public holidays, and is very time consuming having to do it manually for all staff.
An error occurred while saving the comment Christie van der Beeke
commented
Fully agree with these comments. Xero calculates the leave accruals pro-rata, but then when employees submit leave requests, it pro-ratas the request by the hours in a leave request is calculated by the number of hours in a full pay period, divided by the number of business days in the pay period. For example, 38 hours in a week, divided by 5 working days. But all my part time employees work full days and have non-working days, so it needs to reflect 7.6 hours per day of leave requested - we shouldn't have to manually over-ride this every time. An easy option would be to set up a standard roster per employee, and it calculates the leave request based on that.
Christie van der Beeke
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55 votesChristie van der Beeke
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233 votesChristie van der Beeke
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@Xero, this has been an ongoing issue raised by many, many people over 10 years - since 2014, according to this thread alone. Its time to stop making reports look prettier, and start actually focussing on functionality and the needs of your users. This is a pretty basic requirement, I can't possibly understand why 10 years later it's still not resolved?