Settings and activity
4 results found
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286 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
An error occurred while saving the comment 
Amna Shabbir
supported this idea
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5 votes
Hi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications?
An error occurred while saving the comment Amna Shabbir
commented
Hi Kelly, I was thinking of having an option when sending invoices to customers to select different mailing lists. ie. if I had two projects for customer X, I would like to select mailing list for project Y or mailing list for project Z.
This way I wouldn't need to manually change who to send the invoice to.
Amna Shabbir
shared this idea
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1,469 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Amna Shabbir
supported this idea
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7 votes
We appreciate the passion and feedback we've received from customers about the ability to import and export purchase orders.
We want to be open, that we do not have a direct plan to build export and import functionality in Purchase Order any time soon.
Our Product team in this space are currently focused on modernising our underlying technology so we can build new features, faster in the future.
To give a clear message for anyone coming across the idea, we'll close this idea.
Amna Shabbir
supported this idea
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An error occurred while saving the comment Amna Shabbir
commented
Purpose: Users will be able to convert quotes to purchase orders and continue converting purchase orders to invoices. The idea is that suppliers would submit the quotes themselves.
This would help with purchase orders including specific serial numbers or technical language, thus reducing any errors.
At the moment my business use ApprovalMax for approvals for invoices and purchase orders, however, Xero hasn't made an API within expenses. Therefore ApprovalMax cannot create an approvals process for expenses. It would be great if they could, especially since ApprovalMax is very inexpensive. I have made this a suggestion but it hasn't had much traction.
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46450483-provide-an-api-within-expenses-for-apps-such-as-ap