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  1. Overpayments - Email/Print

    90 votes

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    submitted  ·  42 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Graeme Muir commented  · 

    All payers ( ie customers, overpayers, payers of deposits etc) should have the option of receiving a recieipt confirming their payment has been received

    Graeme Muir supported this idea  · 

  2. Bills - Option to unapprove

    622 votes

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    93 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

    While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

    So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

    Graeme Muir supported this idea  · 

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

    117 votes

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    68 comments  ·  Users & setup  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.

    The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.

    As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.

    If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…

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    Graeme Muir commented  · 

    If the dashboard is to be the "go to" place for all important functions then this feature should appear there.

    Graeme Muir supported this idea  ·