Settings and activity
13 results found
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173 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
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Christina Duff
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157 votesChristina Duff
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216 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.
Christina Duff
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128 votesChristina Duff
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174 votesChristina Duff
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271 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
An error occurred while saving the comment Christina Duff
commented
Is it possible to get an update on this issue from the Xero team? It looks like this was first posted in April 2016, and it still hasn't been addressed?
Christina Duff
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34 votes
Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
An error occurred while saving the comment Christina Duff
commented
It'd be nice for there to be a 'Summary' view in Xero where the client can go to see and address all transactions with 'Discuss' comments.
It'd be nice to send the client a link directly to this view, or to be able to send a notification (with automated reminders) directly from Xero prompting the client to address these comments, WITH a link that takes them right to this view.
In this view, it'd be nice to...
(1) see which user posted each comment,
(2) be able to upload support directly into each transaction (which then stays with the transaction through reconciliation),
(3) be able to track the status of each transaction (with options to push it back to the client, or accept the comments & support), and
(4) have notifications set up where the accountant/bookkeeper is notified when the client responds to the 'Discuss' comments, or uploads a document to a specific transaction.Christina Duff
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14 votesChristina Duff
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4 votesChristina Duff
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Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
19 votesChristina Duff
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16 votes
An error occurred while saving the comment Christina Duff
commented
It would be nice to be able to find all the Discuss comments summarized somewhere, and to be able to simply send the client a link for them to review them all at once in the same place.
Christina Duff
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160 votes
An error occurred while saving the comment Christina Duff
commented
I would love if Xero support could provide an update on this feature!
Christina Duff
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175 votesChristina Duff
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This would be a huge time saver to have for both repeating bills and repeating invoices.