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  1. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

    115 votes

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    submitted  ·  65 comments  ·  For small businesses » Business features  ·  Admin →
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    Leanne Reid commented  · 

    The new update for the UK Xero has it on the Dashboard - so good!!

    Leanne Reid supported this idea  · 
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    Leanne Reid commented  · 

    The fact that this idea looks to be first shared in 2015 and it still hasn't been done is very disappointing..... Anyone that works in a business where the approver is different to the inputter will understand how crucial this is!!

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    Leanne Reid commented  · 

    On the Dasnboard under Bill's it shows all the bill tabs except "awaiting approval" this needs to be on the list. At a quick glance it looks like everything is under control but once you go into drafts or awaiting payment suddenly you discover bills awaiting approval

  2. Contacts - Different default email addresses for different transactions in Xero

    655 votes

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    225 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

    Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

    While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

    Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

    We do regularly review all ideas here, and your input is vital. We'll…

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    Leanne Reid commented  · 

    When putting in contacts email, would be good to have tick boxes of what that email can receive.

    Invoices
    Statements
    Both

    We have a lot of customers wanting the invoices sent to their site contact and their accounts email and the statements sent only to the accounts email.

    Leanne Reid supported this idea  · 

  3. Cash Coding - Ability to attach file

    13 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Leanne Reid commented  · 

    Totally agree with this, just need to be able to drag and drop onto that line.

    Leanne Reid supported this idea  · 

  4. Invoices - Unapprove option

    493 votes

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    162 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

    As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

    While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…

    Leanne Reid supported this idea  · 
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    Leanne Reid commented  · 

    Be able to move invoices back to draft

    I often get "Click Happy" and send through for approval when I need them to stay in drafts.