Settings and activity
11 results found
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3 votes
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4 votes
We've reviewed your idea to allow an item to be selected when creating a bill in the Xero Accounting App and understand that this is important for users to track their inventory. 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!
Supporters of this idea may also be interested in adding their support to the Xero Expenses - Ability to Add Item Code product idea.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
Faye M
shared this idea
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8 votesFaye M
supported this idea
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27 votes
An error occurred while saving the comment Faye M
supported this idea
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206 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
An error occurred while saving the comment Faye M
commented
Can we have a EXT.SELL report code to map selling expenses?
Faye M
supported this idea
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45 votesFaye M
supported this idea
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45 votes
Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.
Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.
Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.
Faye M
supported this idea
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240 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
Faye M
supported this idea
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9 votesFaye M
supported this idea
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126 votesFaye M
supported this idea
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7 votes
Like your forward thinking, Johan.
As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account.
We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog.
Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available.
An error occurred while saving the comment Faye M
commented
You can use AI to predict average receivable from customers/clients/contacts by working out the payment cycle. The payment cycle is the time it takes for a payment to be made once an invoice is sent. There could be a column under "Sales Overview" list that will suggest the likely payment based on pass activity. The AI could also pull from Xero vast data base and make suggestion of likey payment time based on payment done by a particular contact, once it has verified that the contact is the same.
Faye M
supported this idea
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Hubdoc app is a waste of time. The only function that makes sense is the email to Hubdoc.