Settings and activity
2 results found
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117 votes
Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.
The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.
As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.
If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…
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Clare Leonard
commented
I don't understand why 'draft' bills show but 'awaiting approval' bills don't. Surely it can't be that hard to add it in? Knowing the total of bills (approved + waiting approval) that need to be paid would really help with budgeting and planning payments.
Clare Leonard
supported this idea
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297 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
An error occurred while saving the comment Clare Leonard
commented
Having different colours would make it so much easier to select the correct organisation, especially as I have organisations with similar names. Please, please, please implement this!
Clare Leonard
supported this idea
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Thanks Kelly, this is awesome news.
Seeing how many invoices that are still awaiting approval from the home page will make a big difference for me. Being able to click a button to go straight to the relevant page will make it easier for my boss to approve the payments. I look forward to the roll out.