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  1. Reporting - Edit file name when exporting

    85 votes

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    40 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Shannon Corbett supported this idea  · 
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    Shannon Corbett commented  · 

    I would add the ability to edit file names should be available for any file available to download from Xero, including invoices/quotes/purchase orders etc.
    There is an ongoing discussion about this on the discussion forum:
    https://central.xero.com/s/question/0D53m00005SiOQJCA3/can-i-change-the-invoice-file-name

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

    116 votes

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    68 comments  ·  For small businesses » Business features  ·  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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    Shannon Corbett commented  · 

    Not being able to see 'awaiting approval' bills on the Dashboard is bizarre - so much so I thought it would be a setting that needed to be 'turned on'.
    As the panel is supposed to "show a summary of the bills you need to pay, and when you need to pay them", not having the 'awaiting approval' bills showing is counter to what it's supposed to do.

    Knowing bills are ready to approve is valuable information to our business - in which case we expect to be able to view it on the Dashboard.

    Shannon Corbett supported this idea  · 

  3. Notifications - Email/notification when items are Awaiting Approval in Xero

    345 votes

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    submitted  ·  146 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Shannon Corbett supported this idea  ·