Settings and activity
9 results found
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230 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
C L
supported this idea
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92 votes
An error occurred while saving the comment -
103 votes
Hi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.
While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.
C L
supported this idea
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An error occurred while saving the comment C L
commented
I must be missing something in the system, as it is just basics. The ability to pay an invoice (say for an annual subscription or registration fee) and have that split over the period of time the registration is for, eg 12 months, so it is recognised in the P&L as a monthly cost to the business (if it's a 12 month fee).
This surely is already there? -
15 votesC L
supported this idea
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92 votesC L
supported this idea
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31 votes
An error occurred while saving the comment C L
commented
The original comment appears UK based and in nearly 2 years, no helpful addition has been made. There surely must be a function to total up the miles claimed for each claimant, so any thresholds can be monitored
C L
supported this idea
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118 votes
Thanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
C L
supported this idea
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493 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
An error occurred while saving the comment C L
commented
Ability to unapproved an invoice, but also an expense. If the approve button was pressed but on reflection it shouldn't have been, then it's crazy this can not be undone
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278 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
An error occurred while saving the comment C L
commented
To add to this, surely the current situation constitutes a confidentiality breach potential. It is not feasible for one person to sign all expenses all of the time and yet allowing other approvers to HAVE to see what expenses other people have submitted who are not in their team, is potentially a GDPR breach.
What if someone submitted an expenses for medical treatment or checkup and didn't want every approver to know? What if one staff member was permitted to claim an expense personal and private to them, then all approvers would see it.
This must constitute a GDPR and Privacy breach.
Xero need to do much better on this.An error occurred while saving the comment C L
commented
It's baffling that there is no hierarchy based expenses approver option. Even in a small business, there is often a team manager who should be able to approve expenses of their team, before being sent to their manager/or business owner to finally approve. The current method is only slightly better than a spreadsheet
C L
supported this idea
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Think Xero have just mad the switch to Sage much more likely. Limiting bills to such a ridiculously low amount on all plans actually, whilst hiking prices and taking away functionality is madness. Their customer growth drive obviously worked and it's reached the part on the five year plan called 'monetise'. That's ok, but there's a limit. They've lost the functionality, raised prices and compromised customer experience in order to meet promises made to investors around revenue per subscriber. Fine line that one.