Settings and activity
62 results found
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35 votes
An error occurred while saving the comment 
Chris Curlett
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33 votes
An error occurred while saving the comment Chris Curlett
commented
This would be a huge help to manage receivables. It could be an option under "more".
An error occurred while saving the comment Chris Curlett
commented
Last Payment Date on the Accounts Receivable Report. Have the "Turn on/off" this so the user can see when a Customer last paid. It would be very helpful to see this, especially with recalcitrant Customers.
Chris Curlett
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14 votesChris Curlett
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244 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Chris Curlett
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25 votesChris Curlett
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124 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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21 votesChris Curlett
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17 votesChris Curlett
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29 votesChris Curlett
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90 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
Chris Curlett
supported this idea
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67 votes
An error occurred while saving the comment Chris Curlett
commented
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.
Chris Curlett
supported this idea
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161 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
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86 votesChris Curlett
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84 votes
Hi team, we appreciate wanting more flexibility in expense permissions and that for some businesses a multi-level approval process is necessary.
Though we are continuing to develop Xero expenses to encompass more tools and features our customers are after, we want to be upfront that we don’t have any plans to change expense permissions on our current roadmap.
We will continue to assess your feedback and consider ideas like this as our plans evolve. If there is any change we will share an update.
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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54 votes
An error occurred while saving the comment Chris Curlett
commented
This would be a huge help
Chris Curlett
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16 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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516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Chris Curlett
supported this idea
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154 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
Chris Curlett
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29 votesChris Curlett
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51 votesChris Curlett
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A great improvement XERO.