Settings and activity
1205 results found
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3 votes
Hi Roger, appreciate you sharing your workflows here.
We understand you’re looking for Smart Document Capture to remember your usual settings, like contacts, accounts, and tax details, when reviewing similar documents in Xero.
Having these defaults available during review could help make recurring document processing quicker and reduce manual updates.
We’ll continue to follow the discussion and capture feedback from the community as this idea progresses.
Freya Pieroz
supported this idea
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9 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you Nicola.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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19 votes
Hi Jake, thanks for sharing this idea. We can see why having the ability to split PDF files directly within Xero Files could be useful, particularly when processing multi-page documents that contain multiple invoices, receipts, or other records. Being able to separate pages without downloading the file and using an external tool could help reduce manual handling and make document processing more efficient.
We've updated the status of this idea to Gaining Support. If this is something you'd find useful in your workflow, we encourage you to vote and share more detail about how you'd use it.
Freya Pieroz
supported this idea
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2 votes
Thanks for sharing your idea, Jessasm. We don't have any immediate plans for adding tags to files in Xero, however we can start to get a better understanding of the interest around this from your idea here.
Share the link to this idea with other colleagues that would find this useful so they can add their support for this here, too.
Freya Pieroz
supported this idea
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4 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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1 vote
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
shared this idea
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4 votes
Thanks for sharing your idea on customising the layout of employee payslips.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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2 votes
Thanks for sharing that you'd like to edit the default payment reference on the new wage payment feature.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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2 votes
Thanks for letting us know you're keen to see greater integration between Projects and Payroll.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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17 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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2 votes
Hi Junn Thanks for sharing your feedback about what you enjoyed in the old timesheet layout.
We don't accept ideas for removing or reverting to a previous experience as this forum is specifically for new ideas.
However we appreciate the points you've raised about productivity gains that you'd love to see in the new experience, so we have moved this to gaining support.
Now it's up to the community to get behind and support it. This helps our product team know what matters most to you all.
Freya Pieroz
supported this idea
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50 votesFreya Pieroz
supported this idea
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31 votesFreya Pieroz
supported this idea
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18 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
Freya Pieroz
supported this idea
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16 votes
Hi everyone 🌟, thanks so much for taking the time to share your feedback and ideas with us.
It’s always helpful to hear how customers are using Projects and where there may be opportunities to make the experience even better.
We’re moving this idea to Gaining Support so we can continue to gather interest and learn more about how this could add value for customers.
If this is something you’d like to see, please keep voting and feel free to add any extra detail in the comments about how this would help your workflow.
We really appreciate you sharing your thoughts with us and helping us continue to improve Xero Projects.
Freya Pieroz
supported this idea
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45 votes
Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.
Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.
Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.
Freya Pieroz
supported this idea
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126 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
An error occurred while saving the comment Freya Pieroz
supported this idea
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606 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 Freya Pieroz
commented
This would be incredibly useful right now - I already have a Project set up for a particular clients' work, they've requested some more work which I'll put in the same Project, but to source things related to that new work, I have to issue purchase orders. Those purchase orders should be linked to the Project so that people looking at the Project can see what has been ordered and what hasn't yet!
Freya Pieroz
supported this idea
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87 votes
Thanks for your continual support and engagement here, we want to apologise it's taken so long for us to respond.
You’ve explained the need in displaying the related Project name on an invoice clearly and your feedback here is really helpful.
While we don’t currently have this work roadmapped, our product team's looking more broadly at how invoices can include richer information. This idea will be part of that consideration as the work develops.
Though we can’t commit to development of projects on invoices at this stage, we wanted to acknowledge the feedback here and let you know we will make more efforts to share any updates on this idea as that broader work progresses.
Freya Pieroz
supported this idea
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14 votes
Hi Michael, returning to your idea here this'd be quite a difference to the way in which Xero works today and we don't have any plans of adding an invoice calendar to be able to schedule tasks that'll add new rows to an existing invoice.
That said, we have another idea for being able to add a date column to invoices that you may like to join and would be a step toward what you're hoping to achieve here.
Alternatively, if not already I'd recommend exploring Projects that enables you to add tasks and expenses on the fly. When ready you can create draft invoices from the tasks and expenses within a project which can be carried through as either a combined line or individual lines on your invoice.
Freya Pieroz
supported this idea
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![VitoEnergy Ltd - Cost of Sales Summary[18].xls](https://assets.uvcdn.com/pkg/icons/files/default-sm-0cef6018a827be3ab2ea6d3f2f15c8f8aec45cbb4e04b84be42d172e9a83870b.png){kind=icon}
I have had to add Tasks to Projects just to make sure that the quirks of invoicing for the Project are visible to everyone who might need to see it, and that those quirks get updated regularly. This is a silly workaround.