Settings and activity
31 results found
-
3 votes
Leah McVeigh
shared this idea
·
-
11 votes
An error occurred while saving the comment Leah McVeigh
supported this idea
·
-
109 votesLeah McVeigh
supported this idea
·
-
22 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
An error occurred while saving the comment Leah McVeigh
commented
The work flow is this:
June 1 - project begins
June 10 - project is complete
July 1 - receive a bill from a vendor for closed project. At this point if the project is marked closed it is IMPOSSIBLE to enter a bill and assign it to a closed a project.That is unhelpful. I would like to be able to assign bills to closed projects, the same you can create an invoice and assign it to a closed project.
Leah McVeigh
shared this idea
·
-
618 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
Leah McVeigh
supported this idea
·
-
260 votes
An error occurred while saving the comment Leah McVeigh
commented
Agreed. at least 70% of my customers want to receive a W9 WITH their invoice. Sending in a separate email is annoying for all involved. I suppose I could create a template with the W9 embedded as an image in a Word document, but there are plenty of other pieces of information, banking details, proof of licensure, which clients sometimes require. I wish I could upload these docs to Xero and then check off which ones to include in a particular invoice.
Leah McVeigh
supported this idea
·
-
300 votesLeah McVeigh
supported this idea
·
-
598 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Leah McVeigh
supported this idea
·
-
573 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
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 register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
Leah McVeigh
supported this idea
·
-
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…
Leah McVeigh
supported this idea
·
-
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…
Leah McVeigh
supported this idea
·
Yes! as an example - Uber, Amazon, and Lyft receipts often show a bold total at the bottom of a receipt that is in fact 2 separate transactions (one for the ride, one for the tip). When reconciling It's nearly impossible to match the 2 transactions to 1 submitted expense, so I need employees to submit the same receipt twice, once time for each transaction. It would be a lot quicker if they could just copy the expense and change the total without having to change the method of payment or the project.