Settings and activity
25 results found
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16 votes
Daniel Bond
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17 votes
Thanks for your feedback, Christine. Appreciate how this could help though I want to be upfront that we don't have plans for changing this atm.
It would help in passing on your feedback to the right team to know if there is a specific area in Xero that you'd most commonly view the balance owing to your supplier - e.g would this be within their contact record, or do you run a particular report to view multiple supplier balances at once?
Daniel Bond
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188 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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6 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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616 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Daniel Bond
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448 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Daniel Bond
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5 votesDaniel Bond
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10 votesDaniel Bond
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3 votesDaniel Bond
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3 votesDaniel Bond
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6 votesDaniel Bond
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6 votes
Hey team, we began releasing updates to expense notification which included the change mentioned in my last update here. However, with some of the other changes that were bundled with this one we quickly found that there were some customers receiving many more notifications than before.
Unfortunately we've needed to turn this off and will look longer term and how we can develop controls for notification preferences.
For the time being I'm going to move this back to Accepted and when we can bring more attention and resource to developing controls for notifications we'll share an update with you all.
An error occurred while saving the comment Daniel Bond
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3 votesDaniel Bond
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2 votes
An error occurred while saving the comment Daniel Bond
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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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34 votesDaniel Bond
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37 votesDaniel Bond
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23 votesDaniel Bond
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34 votesDaniel Bond
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17 votesDaniel Bond
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76 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
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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.