Settings and activity
184 results found
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3 votes
Hi Sadie, we don't have any plans for adding a direct link to the Account within a Bill, however one option for quick access right now could be to add the account you want to keep a watch on to the Chart of Accounts watch list on the homepage. You could keep this open in a separate tab and quickly click into this account when you want to view recent transactions.
Right now we'll start to get a sense of the interest for this here.
Elrika van der Merwe
supported this idea
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169 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Elrika van der Merwe
supported this idea
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5 votes
Hi team, we're starting to get a gauge from the community for interest in this idea. We'll track the support closely and share if there are any updates.
Elrika van der Merwe
supported this idea
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57 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Elrika van der Merwe
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4 votes
Appreciate the feedback, Anthony. We'l start getting an understanding of our community in others that have this similar situation. While it's not something we have plans of extending right now, we'll share if there are any updates.
Elrika van der Merwe
supported this idea
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2 votes
Hi Rob, thanks for sharing your idea and letting us know the changes that matter most for you. We've opened this idea up to the community so they can share their thoughts and add their votes. We'll monitor this space in the meantime for more traction. Cheers!
Elrika van der Merwe
supported this idea
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69 votes
Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.
We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know
Elrika van der Merwe
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26 votesElrika van der Merwe
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14 votes
Thanks for sharing your idea to merge purchase orders. We appreciate you explaining how this could help when suppliers consolidate multiple orders into one bill.
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
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13 votes
Hi Khem , 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.Cheers!
Elrika van der Merwe
supported this idea
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7 votes
Hi Kim thanks for sharingthis 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
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87 votesElrika van der Merwe
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16 votesElrika van der Merwe
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29 votesElrika van der Merwe
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19 votesElrika van der Merwe
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228 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 🙂
Elrika van der Merwe
supported this idea
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88 votes
HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.
This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.
We will let you know if there are any changes planned for this report, here.
Elrika van der Merwe
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3 votesElrika van der Merwe
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10 votesElrika van der Merwe
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7 votes
Hi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects.
Elrika van der Merwe
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