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29 results found
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284 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
Christie van der Beeke
supported this idea
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384 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Christie van der Beeke
supported this idea
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684 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Christie van der Beeke
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6 votes
Hi Holly, thanks for sharing your idea here.
This can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Christie van der Beeke
supported this idea
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113 votes
Hi team, thank you for the input from you all that helped with our team's research.
Over the coming months we'll be delivering a new purchase orders experience, that'll provide the ground work for new features like the ability to create part bills from a Purchase order.
We understand the appetite from our community in this and will be sure to keep you looped in on progress. 🙂
An error occurred while saving the comment Christie van der Beeke
commented
Hi @Xero
This thread has been running for almost two years with lots of comments and support for the issue, and there are other threads on the same topics. When will something be done about this?
An error occurred while saving the comment Christie van der Beeke
commented
There are multiple threads requesting the same basic functionality. Please address Xero AU.
Christie van der Beeke
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24 votesChristie van der Beeke
supported this idea
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17 votes
Hello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history.
At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow.
If there’s any news to share, we’ll come back here and let you all now.
Christie van der Beeke
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8 votesChristie van der Beeke
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6 votesChristie van der Beeke
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3 votesChristie van der Beeke
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17 votes
Thanks for your feedback here, everyone. To confirm, if you're using Xero Analytics Plus the dashboard can predict payroll expenses if they’re reconciled as spend money transactions or bills, and are regular in amount and frequency. To manually include payroll expenses, add them as upcoming money out transactions.
We don't have any planned changes for how these type of transactions are represented in Short term cashflows in the near term. If there are any updates made we'll share this with you here.
An error occurred while saving the comment Christie van der Beeke
commented
I have just attended the Cash Flow with Xero webinar, which was useful. However, it was confirmed that payroll is not a part of the cash flow forecasting/analytics functionality. Payroll can be a significant cost to a business, and cashflow forecasting excluding it is pointless. It is not a true representation of your cashflow or analytics if it does not include payroll. As payroll is also a function within Xero, is this something that Xero is looking to add to the cash flow forecasting/analytics functionality?
Christie van der Beeke
supported this idea
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1,358 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Christie van der Beeke
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276 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
An error occurred while saving the comment Christie van der Beeke
commented
@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?
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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551 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
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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56 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
supported this idea
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63 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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127 votesChristie van der Beeke
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81 votes
Hi team, work for negative inventory is well in development and we really value all of your inputs here as we've picked into how we solve the needs of backorders in both the purchase and sales flows.
We look forward to being able to share more updates soon with detail of how this works within your Xero organisation. Thanks!
Christie van der Beeke
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257 votes
Hi everyone, thanks for voting and your detailed comments on this idea.
We understand the challenge of having to navigate away from the approval screen to find an employee's leave balance. Providing this information directly within the approval screen could streamline the process and reduce the risk of approving leave that results in a negative balance.
The good news is that our product team's reviewed this idea and recognise the value it would deliver. It's something they’d like to work on in the long term. It's not on the roadmap just yet but we'll update you when we're able to bring more focus to this idea.
Christie van der Beeke
supported this idea
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470 votes
Thanks for your engagement with this idea to allow setting specific working days for part-time employees in AU Payroll. We understand wanting to handle these common working arrangements smoothly and accurately.
We know this is a key area for improvement and we'd like to look into this deeper in the long term, however it’s not in our roadmap just yet.
Right now you'll need to manually adjust leave requests.
We'll be sure to provide another update as we move forward with our investigations.
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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Expenses - Submit mileage claim for staff member without Expenses access
Allow an authorised staff member to submit a mileage expense claim for an existing staff member that does not have access to the Expenses add-on. Sometimes business owners do not want staff to have authority to submit expenses, or they're so rare, maybe a few times per year.
Giving someone Expenses access brings with it a range of policy requirements, authorisation and approvals process and other administrative burden, simply for being able to submit an occasional claim.
An authorised person should be able to submit on behalf of the staff member, up to a certain number of times per year, before it's obvious they need full Expenses submitter access. I would have thought once per month or even 6 times a year shouldn't incur the additional cost of adding someone to Expenses and the additional authorisations and supervision required to manage this.