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  1. Manual journals: Add projects category to Manual journals

    23 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Bryan Simpson supported this idea  · 

  2. Projects - Add Project Field to Find and Recode Tool

    3 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thank you for sharing your idea and providing details on the desired improvements.

    Your proposal has been reviewed and is now open for community support. To help it progress, we encourage you to circulate this idea among colleagues who stand to benefit, asking them to vote.

    In addition to voting, community members can comment to provide further insight into the value this enhancement would bring to the Xero experience.

    Bryan Simpson supported this idea  · 
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    Bryan Simpson commented  · 

    Find and Recode to include Projects.

    Found that a staff member had added a number of expense bills to the wrong project, and would like a fast way to correct.
    In the same way as we can change a tracking category.

  3. Projects: Post journal entries directly to Projects

    13 votes

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    3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Bryan Simpson supported this idea  · 

  4. Document Packs - Edit sent pack

    119 votes

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    42 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

    Bryan Simpson supported this idea  ·