Settings and activity
8 results found
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25 votes
Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.
From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.
For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.
I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.
We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.
Mandy M
supported this idea
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An error occurred while saving the comment -
93 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
An error occurred while saving the comment Mandy M
commented
This is an important for all regions. Credit Card statments are always for differeny periods and they are very hard to reconcile and balance at the moment
Mandy M
supported this idea
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246 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Mandy M
supported this idea
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30 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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An error occurred while saving the comment Mandy M
commented
Our business will receive the bill first and then we will invoice a customer for part of or all of the bill and this may not happen at the same time as receiving the bill. Being able to copy a bill to an invoice would save us a lot of data entry and time. Currently every bill we create as a purchase order and then copy to a bill and / or copy to an invoice. New invoicing has made this process more painful where when copying to an invoice the billers name copies across. This means when a lot of bills are being entered at any given time sometimes the user forgets to delete the biller name and enter the invoice to name.
Mandy M
supported this idea
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291 votes
Hi everyone, the ability to attach files when sending purchase orders from Xero is in the process of rolling out and live with 50% of users already!
If you have attached files to your purchase order you will see these shown when sending, with a check box to choose whether they are attached to the email 😁
I'll be back again to confirm once it's live to all users.
Mandy M
supported this idea
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756 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Mandy M
supported this idea
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1,433 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Mandy M
supported this idea
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14 votes
An error occurred while saving the comment Mandy M
commented
This is important for us as a wholesale agent we purchase a quantity of an item then that item needs to be split and charged to multiple customers. Without this option we are unable to use billable expenses.
Mandy M
supported this idea
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Need to ability to limit the list of accounts for each user and then allow the approver to have access to all chart of accounts to re-assign the expense.
Staff don't understand accounts requirements to be able to choose the correct account.
Also need to make it simple for users.