Settings and activity
80 results found
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61 votes
Leah McVeigh
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101 votesLeah McVeigh
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58 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
An error occurred while saving the comment Leah McVeigh
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86 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
Leah McVeigh
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101 votesLeah McVeigh
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312 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Leah McVeigh
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717 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Leah McVeigh
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447 votesLeah McVeigh
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364 votesLeah McVeigh
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73 votes
Hi community, thanks for all your input into this idea. Right now, our product team are looking into this space and we'd like to invite any US based users in this idea to participate in some early concept testing.
✍️If you'd like to be a part of this please fill in this short questionnaire.
Spots are limited, and please note that we may not be able to contact or schedule everyone who registers their interest.
We'll round back to share any progress with you all on the idea here.Leah McVeigh
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20 votes
An error occurred while saving the comment Leah McVeigh
commented
Agree! I have folks buying and returning stuff ALL THE TIME! It's crazy to me that they can't submit a return receipt the same way they submit a purchase receipt. The fewer processes and steps my employees have to learn and remember, the higher the chance that they will actually submit something correctly, which is the end goal!
Leah McVeigh
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4 votesLeah McVeigh
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11 votes
An error occurred while saving the comment Leah McVeigh
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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.
Leah McVeigh
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117 votesLeah McVeigh
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28 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
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666 votes
Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
Leah McVeigh
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283 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
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320 votesLeah McVeigh
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651 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
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1,064 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Leah McVeigh
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It's hard to believe that Xero needs this explained to them, but since they asked...
The majority of invoices I receive via email do not include a separate attachment that I can easily "share" to Xero Expenses. The full UX on an iPhone is:
Find Email>find the reply button at the bottom of the specific email, not the thread > Press Print > Press Share > Share to expenses.
Clearly, it would be a lot faster if I could forward the email directly to xero expenses. I know it's possible to forward the email to Hubdoc, but it's impossible to assign an expense to a PROJECT in hubdoc, so that isn't really helpful.