Settings and activity
20 results found
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79 votes
Chris Gevaux
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23 votesChris Gevaux
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938 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Chris Gevaux
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555 votesChris Gevaux
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3 votes
An error occurred while saving the comment Chris Gevaux
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16 votesChris Gevaux
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54 votesChris Gevaux
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38 votesChris Gevaux
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30 votesChris Gevaux
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100 votesChris Gevaux
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117 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Chris Gevaux
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47 votesChris Gevaux
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115 votesChris Gevaux
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352 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.Chris Gevaux
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53 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Chris Gevaux
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40 votesChris Gevaux
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79 votesChris Gevaux
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12 votesChris Gevaux
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24 votesChris Gevaux
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3 votes
An error occurred while saving the comment Chris Gevaux
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It shouldn't be so difficult to assign expenses to customers or projects, an expense or spend money item shouldn't need to be edited to add it to a customer or project.
Simplifying this process could be as simple as an extra column that can be enabled on the Account Transactions view and if a transaction isn't assigned to a project or expense then it can be simply clicked in the column and the customer or project selected.
Additionally Bank Rules should be able to include the option to assigned to customers or projects, if we have a client that charges parking at a specific merchant which we can pass the cost back to then the rule should allow this kind of assignment.
We use Airwallex for our employee expense management and we require most of these transactions be assigned to a project, this means we have over 200 transactions a month we have to manually edit to add the project or customer, it's a significant time burden and completely unnecessary.Chris Gevaux
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Additionally it'd be great to be able to manage Employee Share Plans and other capital raising directly through Xero and integrated with payroll where bonuses are paid or LTI schemes apply.
Something like Cake Equity https://www.cakeequity.com/ would be fantastic, if Xero isn't able to build this functionality directly then maybe a partnership or integrations with Cake Equity for Payroll?