Settings and activity
12 results found
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20 votes
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Bevan Simpkin
supported this idea
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2 votes
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
Bevan Simpkin
shared this idea
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4 votes
Hi team, we appreciate your feedback on this idea and the recent input around the new navigation. Our product team are considering all feedback we receive on this closely and we'll share if there developments for this with you here.
In the meantime, make sure you share the idea with any colleagues that could benefit from this so they can add their vote here, too.
An error occurred while saving the comment Bevan Simpkin
commented
Need to be able to click the + and select "New Project" without having to go into projects, then start from there
Bevan Simpkin
supported this idea
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5 votes
An error occurred while saving the comment Bevan Simpkin
commented
Under Products & services, when you bring up a product, it needs the ability to click "generate Purchase Order for this item"
This would open a Purchase Order, and prepopulate the product. Having it select the default supplier would be even better, but at least can we get the core function?Bevan Simpkin
supported this idea
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519 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.Bevan Simpkin
supported this idea
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47 votesBevan Simpkin
supported this idea
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259 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
Bevan Simpkin
supported this idea
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124 votesBevan Simpkin
supported this idea
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188 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Bevan Simpkin
supported this idea
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33 votesBevan Simpkin
supported this idea
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47 votesBevan Simpkin
supported this idea
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164 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Bevan Simpkin
supported this idea
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@ayeza : you're in the wrong forum for help. Your problem is you ticked the box for tracked inventory when you made the product. Delete/archive and start again.
@Ni Wayan : Wrong chat for that. There is a feature request for exactly that, but Xero doesn't listen to feature requests (we've been waiting since the 20teens for basic functions to be fixed)