Settings and activity

10 results found

1. Contact List - Viewing notes from the Contact List

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   submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Louise McG supported this idea  ·  01 March, 2023

2. Contacts - Ability to export/import additional notes

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   submitted  ·  24 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Louise McG supported this idea  ·  01 March, 2023

3. Sales Invoices - Pop-up reminder of notes

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   submitted  ·  27 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise McG commented  ·  01 March, 2023  ·  Edit…  ·  delete…

   This is important as you can act upon knowledge not always known to you.

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   Louise McG supported this idea  ·  01 March, 2023

4. Sales Invoices- Flag as 'in dispute / query'

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   submitted  ·  135 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise McG supported this idea  ·  28 January, 2023

5. Audit Trail Report

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   submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Louise McG supported this idea  ·  27 January, 2023

6. Invoices/Bills - Feature to 'write off' as bad debt

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   13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   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!

   Louise McG supported this idea  ·  27 January, 2023

7. Fixed Assets - Attach a file

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   39 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊

   While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.

   I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.

   Louise McG supported this idea  ·  27 January, 2023

8. Payroll | Employees - Upload/attach files in notes section

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   submitted  ·  190 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Louise McG supported this idea  ·  27 January, 2023

9. Bills - Flag a Bill as 'in dispute / query'

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   223 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

   As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

   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… more

   Louise McG supported this idea  ·  27 January, 2023

10. Contacts - Show attachments for transactions in the contact overview

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Louise McG commented  ·  24 January, 2023  ·  Edit…  ·  delete…

    Contact Account - can you show the attachment icon/and link against each transaction (similar to the vat return summary)

    IE - if there is a 'spend money' transaction can there be an icon to show that there is an attachment linked to that transaction?

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    Louise McG supported this idea  ·  24 January, 2023