Settings and activity
6 results found
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5 votes
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Roslyn Zillman
shared this idea
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10 votes
An error occurred while saving the comment Roslyn Zillman
commented
To save having to add up bills or invoices in any of the "Bills to Pay" or "Invoices" Tabs (All, Draft, Awaiting Approval, Paid) wouldn't it be handy if when you do searches by both date and contact name that when you click the boxes on the left hand side of bills Xero is adding them up in the top left hand corner like it does in awaiting payment. I don't know how many times I've gone to work out something for a client and I have to use a calculator to do this. Seems logical to me that every thing be automatically added up for you on Xero without the manual option. I'm sure many people would appreciate this function too. Hopefully you will strongly consider this. Thank you.
Roslyn Zillman
supported this idea
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Roslyn Zillman
supported this idea
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919 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Roslyn Zillman
supported this idea
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68 votes
An error occurred while saving the comment Roslyn Zillman
commented
Time and time again when entering supplier quantities and want to use the unit price it only has 4 decimal places. Is there any way to increase this to more than 4 so I don't have to add a useless line just for rounding to match the supplier invoice. This happens in particular with Fuel invoices and also entering Levies for Commodity payments. It would be great to have something in settings if some businesses don't want so many but kind of frustrating and time consuming so would be appreciated if Xero can change this. I've put up with it for years but today felt the need to finally say something. Seems crazy the maths isn't balancing. Fingers crossed this is a simple fix and can happen soon.
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17 votesRoslyn Zillman
shared this idea
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It would be SO SO very helpful if Hubdoc could add another "Sort by" option at the top of the page so that when we're allocating, we can allocate in alphabetical order for the same supplier as you are in the same head space of that expense to allocate, far easier than doing a supplier search and then allocating especially when my client has 100s of different suppliers to allocate in the month. It's also helpful in the other tabs too, for example when trying to sort your statements in alphabetical order to check them off against Xero before paying. Currently I create a folder, drag the statement to that folder, archive them then change the Due Date to a number that puts each of those suppliers in alphabetical order. HUBDOC already has Upload Date, Bill Date, Due Date & Amount so what's one more. PLEASE it would make life so much better for many people, I'm sure.
PLEASE VOTE FOR THIS to get it over the line. I'm sure it wouldn't be too big of an ask for the Hubdoc Creators.