Settings and activity

4 results found

1. Sales Invoices - Ability to collect an electronic signature

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   submitted  ·  11 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Aktan Hodger commented  ·  16 November, 2024  ·  Edit…  ·  delete…

   shocked its not an option, even if its an option as as add on

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   Aktan Hodger supported this idea  ·  16 November, 2024

2. Contacts - Option to exclude contacts from marketing notification

   6 votes

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   0 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded
   Aktan Hodger shared this idea  ·  07 October, 2023

3. Contacts - Allow multiple addresses for a single contact record

   1,472 votes

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   573 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Aktan Hodger supported this idea  ·  07 October, 2023

4. Bills - Flag a Bill as 'in dispute / query'

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   365 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins will be able to set rules based on factors of bills such as; amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. While we know this isn’t a direct solution for this idea, this’d provide you with controls to set rules for common flows in which bills need flagging for approval from specific users in your organisation.

   We appreciate the detail and persistence you’ve brought to this conversation. As soon as there's more progress surrounding this I'll make sure to share another update here.

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins… more

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   Aktan Hodger commented  ·  07 October, 2023  ·  Edit…  ·  delete…

   what would also be great if this was implemented , is that if the invoice is in dispute or being queried , that from a vat point of view the relevant report can be generated to ensure that these types of invoices this can also be tracked.

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   Aktan Hodger supported this idea  ·  07 October, 2023