Settings and activity

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1. Notifications - Email/notification when items are Awaiting Approval in Xero

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   151 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

   You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

   We want to be upfront that while we'd like to explore providing more controls for notifications in the future this isn't in the short term roadmap. We'll continue to stay attuned to votes for this here, and will post an update if anything changes.

   Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

   You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

   We want to be upfront that while we'd like to explore… more

   Riki Janse van Rensburg supported this idea  ·  28 June, 2023

2. Quotes - Copy partial Quote to an Invoice

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   submitted  ·  34 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Riki Janse van Rensburg commented  ·  25 May, 2023  ·  Edit…  ·  delete…

   We would like to see which parts of a quote has already been invoiced, and which parts are still to be invoiced. As our projects run over a period of +- 3 months, we invoice the parts of the quote that has already been completed, each month.
   It would be great if Xero could build in a feature which allows the user to avoid having to do manual recons of past invoices on each quote.

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   Riki Janse van Rensburg supported this idea  ·  25 May, 2023