Settings and activity
1307 results found
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14 votes
Freya Pieroz
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2 votesFreya Pieroz
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15 votes
Hi team! We're happy to announce that the ability to roll forward existing workpaper packs, URL's and Notes is coming with our new Xero Workpapers. This new solution leverages permanent documents, and has improved data preservation to help minimise the manual rework each year, and get a head start with rolling over key information from previous years.
We're planning ongoing enhancements to this new solution to ensure your workflow is robust and intuitive. We're starting release to our Australian partners now, and other regions will have access from early 2026. We'll keep you updated as the launch for this goes wider.
Freya Pieroz
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9 votesFreya Pieroz
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4 votes
Hi everyone, appreciate the feedback we've received since my previous updates and apologies for any confusion caused.
Checking back in with our product teams around this, there is a current issue that means some NZ practices are unable to add Business Number to their custom reports atm. This is something we intend to rectify and I'll move the idea back to Under review for now, and as soon as there are further updates on it, we'll share with you here.
Freya Pieroz
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3 votesFreya Pieroz
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71 votes
Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.
There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.
We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.
Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.
Freya Pieroz
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7 votesFreya Pieroz
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4 votesFreya Pieroz
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4 votesFreya Pieroz
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45 votes
Thanks for sharing your interest in single sign on across Xero's products. This is available currently across many areas or Xero. For example if you are logged in and working in Xero, then move across to Xero Central(our support hub) you may need to click the login button in the top right of the screen but if you're session hasn't ended you should find the page should refresh and automatically log you in.
We appreciate wanting a smoother login experience that's recognised across all Xero products and will share if there are any improvements planned around this with you all, here.
Freya Pieroz
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27 votes
Hi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
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4 votesFreya Pieroz
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8 votesFreya Pieroz
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31 votes
Hi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
Freya Pieroz
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9 votesFreya Pieroz
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5 votesFreya Pieroz
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4 votesFreya Pieroz
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53 votesFreya Pieroz
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44 votesFreya Pieroz
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Reordering the expenses would be amazing - I'm copying the previous year's Project for a multi-year Project, so that I can delete estimated expenses that are no longer useful, and update the estimated costs for the new year, and when I add new estimated costs, they are down the bottom and in no kind of grouping or order. In order to change the order, I have to delete all the estimated expenses between the one I want to move and where I want it to end up!