Settings and activity
184 results found
-
18 votes
Elrika van der Merwe
supported this idea
·
-
50 votesElrika van der Merwe
supported this idea
·
-
9 votesElrika van der Merwe
supported this idea
·
-
118 votesElrika van der Merwe
supported this idea
·
-
7 votesElrika van der Merwe
supported this idea
·
-
10 votesElrika van der Merwe
supported this idea
·
-
69 votesElrika van der Merwe
supported this idea
·
-
242 votesElrika van der Merwe
supported this idea
·
-
37 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Elrika van der Merwe
supported this idea
·
-
105 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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!
Elrika van der Merwe
supported this idea
·
-
103 votesElrika van der Merwe
supported this idea
·
-
195 votes
Thanks team, we really appreciate you describing your needs in allowing staff to raise and manage purchase orders without opening up supplier bills and broader financial information.
Right now, we’re developing a dedicated Purchase Orders Only role, that'll give you more granular controls for purchase orders - You'll be able to give your users access while keeping access to your bills separate.
Your feedback here has ben valued in helping us evolve our permissions in the product.
I'll come back to share once these changes are live. 😁
Elrika van der Merwe
supported this idea
·
-
75 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Elrika van der Merwe
supported this idea
·
-
19 votes
✨ Hi everyone, thanks for your feedback on batch payment exports for FNB. We appreciate you highlighting how important this is for your payment processing. Your idea has moved to Gaining Support, which means our Community team has reviewed it and it’s open for votes and comments from the community. We encourage you to reach out to others using FNB for batch payments to add their votes and share details about the specific fields you need, as your input helps our product team understand the priority and scope of ideas like this.
An error occurred while saving the comment An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
Elrika van der Merwe
supported this idea
·
An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
An error occurred while saving the comment Elrika van der Merwe
commented
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.
-
34 votes
Hi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.
We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.
For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.
We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.
Elrika van der Merwe
supported this idea
·
-
4 votes
Good to understand the needs of our different customers an that some times you may need to chase a supplier for an invoice, Lezelle.
This isn't something we have plans for atm, but we'll get a sense of the interest from community through your idea here.
Elrika van der Merwe
supported this idea
·
-
5 votesElrika van der Merwe
supported this idea
·
-
102 votesElrika van der Merwe
supported this idea
·
-
10 votes
Hi team, rounding back on this idea I want to be open that as each line of your bill can be assigned to a different project of contact this isn't something we have direct plans of adding to the list view.
However, as you may have found we have released quick view of bills for all users (the eye icon) that will allow you to open a bill on the right side of the page so you can review and take action on bills without having to leave the list.
We appreciate this isn't the exact result as asked for here, but may help solve some needs.
Elrika van der Merwe
supported this idea
·
-
7 votes
Hi Tessa, it'll be good to get a sense if there are others in community that are looking for this too.
Right now, to avoid your purchase orders going out without all the necessary detail you may want to consider giving some users Invoice Only - Draft permission.
Elrika van der Merwe
supported this idea
·
Hi, we use Investec(South Africa), and also need extra fields, probably similar to FNB. Attached is the file that needs to be populated for Investec. It is impossible to use batch payment export at the moment.