Settings and activity
1293 results found
-
13 votes
Freya Pieroz
supported this idea
·
-
6 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Freya Pieroz
shared this idea
·
-
28 votes
An error occurred while saving the comment Freya Pieroz
supported this idea
·
-
2 votes
An error occurred while saving the comment Freya Pieroz
commented
I regularly have every single transaction for a particular supplier flagged as 'Higher than average'. It's not significantly higher than average for that supplier, they just happen to be the major supplier for that category of thing. Like, of course the office cleaning company that comes in every week costs more than the occasional purchase of cleaning supplies from the supermarket!
Freya Pieroz
supported this idea
·
-
9 votesFreya Pieroz
supported this idea
·
-
15 votesFreya Pieroz
supported this idea
·
-
11 votesFreya Pieroz
supported this idea
·
-
111 votesFreya Pieroz
supported this idea
·
-
35 votesFreya Pieroz
supported this idea
·
-
659 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Freya Pieroz
commented
Here's a screenshot of what downloading each. Individual. File. Separately. looks like right now when using Xero in Chrome. As you can see, the list of downloaded files in the browser covers the navigation buttons, rendering this unnavigable.
Unless you have the time to wait for the dropdown to time-out, which when I'm downloading timesheets for payroll (since holding on to timesheets is required by law, and they can't be attached to pays) I very much do NOT have that time!
Freya Pieroz
supported this idea
·
-
167 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Freya Pieroz
supported this idea
·
-
26 votesFreya Pieroz
supported this idea
·
-
12 votes
Hi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.
We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.
Freya Pieroz
supported this idea
·
-
8 votesFreya Pieroz
supported this idea
·
-
15 votesFreya Pieroz
supported this idea
·
An error occurred while saving the comment Freya Pieroz
commented
This would make things more Accessible for people who can't use a mouse - when I had wrist surgery (and beforehand, when I needed it but hadn't had it yet), it was a constant pain having to shift my one working hand from keyboard to mouse and back again, just to do basic things.
-
9 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Freya Pieroz
supported this idea
·
-
27 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
Freya Pieroz
supported this idea
·
-
157 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Freya Pieroz
supported this idea
·
-
28 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
An error occurred while saving the comment Freya Pieroz
commented
In the new contacts view, bills and invoices have an icon on the far right that is a shortcut button for "copy to a new draft". This icon is in the same place and is similar to the icon that indicates files are attached to the bill on the new bills page (files attached is one rectangle, draft a copy is two piled squares).
If I can only have one, I would prefer to have an icon for files attached, since I would want to check the details of an invoice or bill before I copy it, and it's a tedious process to check whether I've attached files to the relevant bill or invoice before I delete the file off my computer. But if the duplicate button is useful to someone, then we should have both.
Freya Pieroz
supported this idea
·
-
42 votesFreya Pieroz
supported this idea
·
I'd like to be able to specify which font Xero uses without having to change the font for the entirety of everything I do in a browser. My husband is dyslexic, and reads more easily with dyslexic-friendly fonts; I am not and do not.