Settings and activity
25 results found
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100 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Daniel Bond
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5 votes
Hi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field.
While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?
Daniel Bond
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10 votes
Thanks for engaging and voting for this idea, everyone. Our product team have been thinking about how they might help alleviate the pain of identifying duplicate bills in Xero. We're at the point where we'd like to get some feedback on their designs and would like to offer the ability to share back with us.
✍️If you'd be interested in participating in concept testing of this feature please fill in this short form
We may not be able to contact or schedule everyone who registers their interest, however we'll return to share outcomes, and any updates with you here. 😊Daniel Bond
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425 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Daniel Bond
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181 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Daniel Bond
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4 votesDaniel Bond
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9 votesDaniel Bond
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3 votesDaniel Bond
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3 votesDaniel Bond
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3 votesDaniel Bond
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3 votes
An error occurred while saving the comment Daniel Bond
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2 votesDaniel Bond
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3 votesDaniel Bond
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2 votes
An error occurred while saving the comment Daniel Bond
commented
This is a standard feature in prettymuch every other bit of expense software. Would be lovely to see it in Xero.
Daniel Bond
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19 votesDaniel Bond
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25 votesDaniel Bond
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12 votesDaniel Bond
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26 votesDaniel Bond
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11 votesDaniel Bond
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55 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
An error occurred while saving the comment Daniel Bond
commented
For everyone waiting for this feature I've found a workaround, at least for iPhone users.
Open the email on your iPhone > Press reply > Press Print > On the print popup reverse pinch the preview at the bottom (like you're trying to zoom in) > This opens a new screen, press 'share' in the bottom left corner > Share to Xero Me > Press Analyse.
It will go into Xero Expenses and be analysed.
It's somewhat convoluted but has revolutionised our workflow!
An error occurred while saving the comment Daniel Bond
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This is the biggest feature I miss since moving to Xero Expense from Receipt Bank.
When receiving a receipt via email the ability to just hit 'forward' and have it appear in Xero fully populated would save considerable time and effort compared to the current method of:
Print email > save to cloud based folder > open expense app > press capture > find file (in file system which doesn't remember the last used location) > select and upload file.Daniel Bond
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My notifications tab is just an endless list of expense related notifications, which I'm already aware of because I'm running the expenses...
Indeed just a minor annoyance, but filtering would be appreciated.