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Settings and activity

633 results found

  1. Payroll: Show employee leave balances when approving leave

    251 votes

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    42 comments  ·  Payroll & expenses  ·  Admin →
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    Accepted  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi everyone, thanks for voting and your detailed comments on this idea.

    We understand the challenge of having to navigate away from the approval screen to find an employee's leave balance. Providing this information directly within the approval screen could streamline the process and reduce the risk of approving leave that results in a negative balance.

    The good news is that our product team's reviewed this idea and recognise the value it would deliver. It's something they’d like to work on in the long term. It's not on the roadmap just yet but we'll update you when we're able to bring more focus to this idea.

    TENG CHRISTOPHER supported this idea  · 

  2. Contacts: Pin a note on client profile

    16 votes

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    submitted  ·  0 comments  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  3. Invoices/Bills - Don't update contact address for existing invoices

    85 votes

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    submitted  ·  15 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  4. Contacts - Add a new contact directly into a Group

    3 votes

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    submitted  ·  0 comments  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  5. Contacts - Preview contact files

    5 votes

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    0 comments  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  6. Sales invoices - Download all invoices

    15 votes

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    3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as mentioned in my last update this is already possible with the option to export invoices as a CSV. This will download your invoices with the detail in a CSV format that could be used for some of the purposes described here.

    I want to be open that we don't have any plans at this time for enabling a download of multiple invoices at a time as separate PDF documents.

    While the idea will moved to Not in pipeline voting will remain open, and if it does pick up traction from the community we may revisit.

    TENG CHRISTOPHER supported this idea  · 

  7. Contacts - Display the "included in emails" tag for additional contacts with no name

    4 votes

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    submitted  ·  0 comments  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  8. Contacts - display unpaid invoice on top only under client/contact

    6 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  9. Contacts - Multiple reference numbers for one Contact

    4 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  10. Contacts - Credit Hold to stop Quotes being raised

    3 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  11. Contacts - Add 'invoice description' to Supplier & Customer activity feed

    9 votes

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    submitted  ·  3 comments  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  12. Xero dashboard - See client code in quick search

    7 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  13. Email template - Placeholder for tax exclusive amount

    13 votes

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    submitted  ·  7 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  14. Contacts - Form to request & capture details of a new customer or supplier

    32 votes

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    submitted  ·  14 comments  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  15. Contacts - Ability to bulk restore archived contacts

    14 votes

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    submitted  ·  5 comments  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  16. Inventory - Add Unit Cost Price to Inventory Item Details report for untracked items

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  17. Contacts - Add fields for Primary/Secondary/Other contacts

    7 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  18. Contacts - Send invoices and statements through WhatsApp

    13 votes

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    submitted  ·  3 comments  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  19. Contacts- Edit a file name

    8 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 

  20. Contacts - Option to exclude contacts from marketing notification

    6 votes

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    0 comments  ·  Contacts & files » Contact  ·  Admin →
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    TENG CHRISTOPHER supported this idea  · 
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