Settings and activity

7 results found

1. Quotes - Subtotal feature

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Special Care Australia shared this idea  ·  05 February, 2024

2. Chart of accounts - Group sub-accounts to a single parent account

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Special Care Australia supported this idea  ·  05 February, 2024

3. Invoice Template - Add total of 'Excluding Discounts' field

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   submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Special Care Australia supported this idea  ·  05 February, 2024

4. Contacts - Allow multiple addresses for a single contact record

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   293 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   Special Care Australia supported this idea  ·  05 February, 2024

5. Bills: Option to unapprove

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   67 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

   The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

   Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

   • Void the bill
   • Copy the bill
   • Reattach any files (IF any) from the voided bill to the copy of the bill

   A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that needed unapproving you'd need to use the feature on each bill, individually. Also, as a new bill is being created in the process, there would be no history from the original (voided) bill.

   All things above considered, do you feel this solution would be valuable to your business?

   We’ll give you sometime to feedback, and share an update once we’ve got more clarity from the feedback and how we move forward from here.

   Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

   The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

   Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

   • Void the bill
   • Copy the bill
   • Reattach any files (IF any) from the voided bill to the copy of the bill

   A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that… more

   Special Care Australia supported this idea  ·  05 February, 2024

6. Batch Payments - Ability to 'split' when reconciling

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   12 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
   Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

   Special Care Australia supported this idea  ·  05 February, 2024

7. User Role - Access to specific feature only

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   25 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… more

   Special Care Australia supported this idea  ·  05 February, 2024