Settings and activity
14 results found
-
4 votes
Thanks for your feedback, Tonia.
While it's not currently possible to add your Instagram link to your advisor listing on xero.com, you could add your Xero advisor listing URL from xero.com to add to your Instagram page.
We don't have direct plans for adding more social link options to Xero advisor listings atm, but we'd like to get a sense of the community support for this that our product team can consider.
Tony GRIFFIN
supported this idea
·
-
10 votes
An error occurred while saving the comment Tony GRIFFIN
supported this idea
·
-
529 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
An error occurred while saving the comment Tony GRIFFIN
commented
Could you add this feature for Purchase Orders too. Helping to remind suppliers that the order is required by a certain date would again be a major time saving option.
ThanksAn error occurred while saving the comment Tony GRIFFIN
commented
This would be so helpful for all businesses, especially small ones, where with only one pair of hands, time saving features are critical.
Please introduce this feature asap.
Thanks -
1 vote
Thanks for sharing the suggestion to send purchase orders via SMS or WhatsApp. We appreciate you taking the time to let us know how this could make a difference.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Tony GRIFFIN
shared this idea
·
-
8 votes
✨ Hi everyone,
Thanks for bringing this idea to us and for sharing how being able to move an estimated expense to an actual expense, while updating the final cost, could save time when working in Projects.
We've reviewed your idea and moved it to Gaining Support, so it's now open for other community members to vote on and add comments.
The extra detail shared here helps our product team better understand the impact this could have on your workflow, and we'll be sure to update this thread if there's any progress to share.
An error occurred while saving the comment Tony GRIFFIN
commented
Would be very useful and time saving
Tony GRIFFIN
shared this idea
·
-
28 votes
Hi Amy! appreciate you raising this here. We appreciate the need for having a due date or deadline on a task . While this feature is currently unavailable in Xero, we'll open this idea up for the community to add their votes. Cheers
Tony GRIFFIN
supported this idea
·
-
134 votesTony GRIFFIN
supported this idea
·
-
25 votes
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
Tony GRIFFIN
supported this idea
·
-
214 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 🙂
An error occurred while saving the comment Tony GRIFFIN
commented
Ability to add notes and image files to Projects
Tony GRIFFIN
supported this idea
·
-
22 votes
Thanks for sharing this idea. We’re going to move it to Gaining Support so we can better understand how much interest there is from others who would also find this useful. If this is something more customers would value, that support will help show the demand for adding a project start date and allowing projects to be sorted by date rather than name 🙂.
Tony GRIFFIN
shared this idea
·
-
606 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Tony GRIFFIN
supported this idea
·
An error occurred while saving the comment Tony GRIFFIN
commented
Adding the ability to create and see Purchase orders for a specific Project would make our working day so much easier and enable us to integrate further into the Xero experience.
Please do this update asap.
Thanks. -
109 votesTony GRIFFIN
supported this idea
·
-
7 votes
Hi team, we appreciate your feedback on this idea and the recent input around the new navigation. Our product team are considering all feedback we receive on this closely and we'll share if there developments for this with you here.
In the meantime, make sure you share the idea with any colleagues that could benefit from this so they can add their vote here, too.
Tony GRIFFIN
shared this idea
·
-
34 votes
Hi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
An error occurred while saving the comment Tony GRIFFIN
commented
ADD DATE FIELD TO PROJECT TO MAKE IT EASIER TO SEARCH FOR LATER ON
Tony GRIFFIN
supported this idea
·
This would save time if it could link to the Voip phone system.
I use bOnline who are already linked to QuickBooks, so come on Xero match what the opposition are doing.
Also add WhatsApp feature too