Settings and activity

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1. Projects - Ability to import to projects

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   60 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.

   While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.

   Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.

   Sherry Chua supported this idea  ·  20 April, 2023

2. Batch Payments - Ability to 'split' when reconciling

   338 votes

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   17 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.

   We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.

   For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;

   • About online bill payment - US
   • About online bill payment - UK

   Similarly, we are working on a solution for our AU customers and will be sure to share more as this progresses.

   We’ve updated the idea status to Not in pipeline to reflect where things stand today. We’ll continue to review it alongside other improvements in this space, and share if there are any active developments that will solve the needs expressed here.

   Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.

   We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.

   For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;

   • About online bill payment - US
   • About online bill payment - UK

   Similarly, we are working on a solution for our AU customers and will be sure to share more as… more

   An error occurred while saving the comment
   Sherry Chua commented  ·  11 January, 2023  ·  Edit…  ·  delete…

   If I missed one payment, I need to redo the whole thing again. I hope we can add more payments in edit payment batch. Thanks!

   Save Submitting...
   Sherry Chua supported this idea  ·  11 January, 2023

3. Projects - Ability to add a budget that integrates with the overall budget

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   9 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now. 

   We'll track the interest of this here. 

   Sherry Chua shared this idea  ·  11 January, 2023