Settings and activity
52 results found
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299 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.
Kevin Storm
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33 votesKevin Storm
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182 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
An error occurred while saving the comment An error occurred while saving the comment Kevin Storm
commented
It's also critical to us that bills and costs can be assigned to projects via Hubdoc.
Kevin Storm
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An error occurred while saving the comment Kevin Storm
commented
Not only do we need this for invoices, but also for repeating bills please!!
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231 votes
An error occurred while saving the comment Kevin Storm
commented
This feature also needs adding to repeating bills. We have approx. 180 monthly repeating bills set up as we are a self-billing organisation. They're all set up to be generated on the 20th of the month.
However, because of Christmas, we have to do our processing a week early. We are having to manually go into each one, change the posting date and then change it back again for January.
Kevin Storm
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98 votesKevin Storm
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49 votesKevin Storm
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168 votesKevin Storm
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An error occurred while saving the comment Kevin Storm
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We have approx. 180 repeating bills (purchase invoices) per month that we process on a self-billing basis. Whilst we use the placeholders available in the reference and descriptions of the repeating bill, it would be great if we could have a placeholder in the "Quantity" box that would automatically set that to the number of days in the calendar month.
Currently, when there's not a 31-day month, we have to manually edit each individual invoice after it's been created and change the number of days, which takes the best part of a day to do.
I'm sure such a feature would also be brilliant in Repeating Sales Invoices for those that raise monthly charges that are invoiced on a daily rate.
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3 votesKevin Storm
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10 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this improvement. I’m happy to share that this work is now in development.
As part of this update, Products and services will display values to 4 decimal places on both the products and services list and details page.
I’ll circle back here again once the change has rolled out 🙂🙏
Kevin Storm
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81 votesKevin Storm
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2 votesKevin Storm
shared this idea
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553 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Kevin Storm
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4 votesKevin Storm
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An error occurred while saving the comment Kevin Storm
commented
When creating bills, etc. the cost can be assigned to a project, however, in doing so there is no secondary selection to say whether this is a non-chargeable cost, pass on at cost, % mark-up or custom price, etc. It will be so much simpler to do it this at that stage, rather than the cost defaulting to one of them that's incorrect.
It's a pain having to create bills and then remembering to go to the project and reassign the expense to the right charge type.
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172 votesKevin Storm
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131 votes
Hi everyone, thanks for all of your valuable feedback on this idea. The number of detailed comments clearly show how important this feature is for many of you.
We also agree that this would add significant value to Xero Expenses. That’s why we’re pleased to update the status of this idea to Accepted. This means we have reviewed your feedback and it aligns with our product vision.
While it is a feature we’d like to build, it’s not currently on our roadmap, so we can't provide a delivery timeframe just yet. We will share another update on this thread as soon as we have more news.
Kevin Storm
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An error occurred while saving the comment Kevin Storm
commented
As well as what's being asked for, I think the default HMRC rates should be included to be allocated to each staff member - e.g. cars/vans, motorcycles and cycles in the UK.
Also, spitting the cars/vans rate between the first 10,000 miles in a tax year and thereafter. A YTD calculator would be good.
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254 votes
Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
Kevin Storm
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118 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
Kevin Storm
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639 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Kevin Storm
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339 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
Kevin Storm
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739 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Kevin Storm
commented
Email Settings
Whilst a user can create more that one email account for sending emails and putting reply email addresses on, only one can be selected for each at any one time. We'd like the ability to have emails relating to sales invoices and customer statements being sent from one email address, whilst at the same time having a different email address active for sending supplier remittance advices etc.
At the moment, we have to remember to go to settings each time we want to send emails and check which address is active and switch it as necessary.
Because the re are multiple people working on our finances, we use generic email addresses such as creditcontrol@............ and purchasing@........... We don't want sales related emails being sent inadvertently from the purchasing@......... email address etc.
Kevin Storm
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And repeating bills as well. We are self-billing and have approx. 180 repeating bills per month to allocate to projects.