Settings and activity
24 results found
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29 votes
Accounts & Admin
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30 votes
Hi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
Accounts & Admin
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3 votesAccounts & Admin
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17 votes
An error occurred while saving the comment Accounts & Admin
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17 votes
It's been a while since we've provided you with an update about this idea, so wanted to touch base.
We've reviewed your comments and can see the that this idea has been steadily gaining support.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Accounts & Admin
commented
Agree, this would be very useful. If it helps anynone: the way I calculate super owed currently is to run an 'Account Transactions' report and filter the results by Contact Group type 'Carpenters'. I then ensure all non-employee carpenters are added to the 'Carpenters' group from within their Contact settings. Under Grouping/Summarising dropdown I select Contact. Export the Excel file and apply the 12% formua. It's a bit of a workaround but it works for me.
Accounts & Admin
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
524 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Accounts & Admin
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4 votes
Hi there 👋, thanks for reaching out to our Xero Support team and clarifying the difference between your idea here from the one we merged to. Apologies for this oversight - I've restored your idea here.
While increasing the character limit of a bills description when invoicing from a project isn't something we have plans for atm, we can gauge the interest from community in this and will update you if there's any progression.
An error occurred while saving the comment Accounts & Admin
commented
To clarify:
The character limit is only 86 characters. The truncation happens when a Bill is assigned to a Project. Line item descriptions then load into the Project incomplete and this carries over when an Invoice is generated from within the project.
The issue therefore lies somewhere between PROJECTS add-on and BILLS - where bill line item descriptions are cut to just 86 characters (99 including spaces) due to a database limit. The shortened description is then carried over to INVOICES generated from within Projects and the only workaround is to copy/paste the original bill description for each line item into the corresponding invoice line item. The 86 character limit is excessively small and causes unnecessary rework. This is not to be confused with the 4000 character limit applied in Invoices which is discussed in another project idea thread.
Accounts & Admin
shared this idea
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14 votes
Hi team, thanks for showing interest in this idea.
While we don't have any plans for adding this within Xero atm, as mentioned in my last update if you're working on a desktop you can use the 'Home' button on a Windows, or on a Mac you can press the 'Command' key + Left arrow.
This should help when navigating a long lists or pages like reports.
We will continue to track the appetite through this idea.
Accounts & Admin
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10 votes
An error occurred while saving the comment Accounts & Admin
commented
Need to be able to bulk select items to move them together as a group instead of one by one
An error occurred while saving the comment Accounts & Admin
commented
Sort Line Items by Criteria (e.g. Alphabetically) – An option to sort line items alphabetically or by another chosen field would be helpful for organising large invoices and making them easier for clients to read.
Accounts & Admin
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27 votes
Hi everyone, thank you to everyone that participated in our teams survey from my last update. We appreciate your insights and these continue to help inform our teams of where they can best focus their efforts, as they continue to develop invoicing.
We don't have any plans at this stage to increase the Description field character limit from 4,000, however we're interested to continue tracking the interest in community and understand what the optimal amount of characters would be for our customers.
If there are any changes we will share an update with you all, here.
An error occurred while saving the comment Accounts & Admin
commented
I created a new thread about the character limit and it was merged with this thread: "We wanted to let you know that an idea you follow has been combined with a similar idea so we can consider them together." However it's not the same thing as my issue revolved around generating invoices via the Projects add-on and the character limit is MUCH less than 4000 characters!
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6 votes
Further to our previous update on this request, we'll continue to track the interest for adding multiple lines at once from this idea.
As for this idea, the community can add their votes and comment to share additional detail about how this idea could also improve their experience with Xero.
An error occurred while saving the comment Accounts & Admin
commented
Improvements that would make working with invoices much more efficient:
Bulk Select and Move Line Items – The ability to select multiple line items and move them together up or down in an invoice would save a lot of time, especially for longer invoices.Accounts & Admin
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33 votes
An error occurred while saving the comment Accounts & Admin
commented
Please add markup settings to Projects.
An error occurred while saving the comment Accounts & Admin
commented
It seems like such a standard requirement and a clear oversight for a 'project' based app. There are other issues which I can live with but this one is by far the most critical issue affecting the bottom line.
An error occurred while saving the comment Accounts & Admin
commented
Frustrating and time consuming. We run a building company on a cost plus basis. Not being able to set a default margin rate on bills costs me hours every week during peak times. To get around this, I sometimes create a tracked expense and assign multiple bills at once with the desired margin rate. This isn't ideal of course because it doesn't reflect the actual cost to us and so the profit figures become inaccurate... not sure what to do about this moving forward. Might need to move away from Xero Projects.
Accounts & Admin
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28 votesAccounts & Admin
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10 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
Accounts & Admin
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6 votes
Hi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
Accounts & Admin
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230 votes
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.
Accounts & Admin
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81 votes
Appreciate your input here, everyone. Our team has looked into this idea to better understand the needs and complexities involved, however they don't have any concrete plans for it just yet.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Accounts & Admin
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8 votesAccounts & Admin
shared this idea
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164 votes
An error occurred while saving the comment Accounts & Admin
commented
provide placeholder for date/day because sometimes we want to show timeline for the customers
Accounts & Admin
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217 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Accounts & Admin
commented
So frustrating that Xero made these changes which were not needed and can't be removed. I've emailed support and they had nothing better to say than share your thoughts on our customer feedback page, which is a complete waste of time as Xero staff either don't bother reading the posts or don't listen, not sure which but never seen them actively fix anything that customers complain about in the forums.
Accounts & Admin
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Add a sort order option A-Z | by date | etc or at very least ability to manually drag and drop items in bulk instead of one by one