Settings and activity
63 results found
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13 votes
Chris Curlett
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227 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Chris Curlett
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17 votesChris Curlett
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115 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Chris Curlett
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13 votesChris Curlett
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11 votesChris Curlett
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28 votesChris Curlett
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88 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Chris Curlett
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56 votes
An error occurred while saving the comment Chris Curlett
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147 votes
An error occurred while saving the comment Chris Curlett
commented
This would be great especially as a granular improvement to the permissions. They are far to generic as they are and need improving. For more important than the new Invoicing system!
Com on XERO - help the users
An error occurred while saving the comment Chris Curlett
commented
Agree totally. Staff have far to much access to aspects in XERO as the permission system is far to general and non-specific.
Chris Curlett
supported this idea
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92 votes
Hi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.
For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see.
An error occurred while saving the comment Chris Curlett
commented
This is a great idea and would be a real help
Chris Curlett
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83 votesChris Curlett
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77 votes
Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
An error occurred while saving the comment Chris Curlett
commented
The approval system needs to cater for all levels of approval throughout the system. This should also extend to what people see so staff access is much better managed.
This is basic as the current levels of permissions are woefully inadequate.
Chris Curlett
supported this idea
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48 votes
An error occurred while saving the comment Chris Curlett
commented
This would be a huge help
Chris Curlett
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12 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
Chris Curlett
supported this idea
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405 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
An error occurred while saving the comment Chris Curlett
commented
The new layout is a mess. It would be better if they addressed some of the users requests with 500+ votes in favor rather than spending time breaking the Invoice system that is working!
Come on Xero do something that Users WANT done!
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231 votesChris Curlett
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149 votes
We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
Chris Curlett
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28 votesChris Curlett
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44 votesChris Curlett
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This is all a great idea and should be easy enough to implement. It would look a lot more professional and save having to write the details on the receipt as we do now.
Come on XERO this cannot be too complicated.