Settings and activity

6 results found

1. Billable Expenses - Allocate supplier credit notes to a customer

   44 votes

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   submitted  ·  17 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jomari Steyn supported this idea  ·  28 May, 2024

2. Quotes - Title and Summary to flow through to Sales Invoices

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   216 votes

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   submitted  ·  119 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jomari Steyn supported this idea  ·  02 May, 2024

3. Contact - Having custom fields on invoices and contacts

   589 votes

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   250 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

   With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

   Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

   We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

   Jomari Steyn supported this idea  ·  02 May, 2024

4. Invoice - Add billable expense hyperlink invoice to bill

   35 votes

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   submitted  ·  12 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jomari Steyn commented  ·  17 October, 2023  ·  Edit…  ·  delete…

   This would be amazing, please develop!

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   Jomari Steyn supported this idea  ·  17 October, 2023

5. Invoices: Bulk add attachments to many invoices

   21 votes

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   submitted  ·  12 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jomari Steyn commented  ·  19 April, 2023  ·  Edit…  ·  delete…

   This would help A LOT, please!

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   Jomari Steyn supported this idea  ·  19 April, 2023

6. User Role - Restrict access to specific Settings

   418 votes

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   233 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
   We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   Though we won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
   We will be back to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
   We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews… more

   Jomari Steyn supported this idea  ·  07 April, 2023