Settings and activity

69 results found

1. Login - Single Sign-on (SSO) across Xero Products

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   11 comments  ·  Users & setup » Login  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing your interest in single sign on across Xero's products. This is available currently across many areas or Xero. For example if you are logged in and working in Xero, then move across to Xero Central(our support hub) you may need to click the login button in the top right of the screen but if you're session hasn't ended you should find the page should refresh and automatically log you in.

   We appreciate wanting a smoother login experience that's recognised across all Xero products and will share if there are any improvements planned around this with you all, here.

   Flora Keiller supported this idea  ·  06 February, 2024

2. New Invoicing: Choose default calculation type for the discount column

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   74 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.

   With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.

   Flora Keiller supported this idea  ·  06 February, 2024

3. Hubdoc - Publish receipt to existing Xero bill

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   submitted  ·  4 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Flora Keiller supported this idea  ·  14 September, 2023

4. Hubdoc - Document Merge

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   24 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   under review  ·  AdminDana A (Admin, Xero) responded

   Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 

   
   

   That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 

   
   

   For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

   Flora Keiller supported this idea  ·  14 September, 2023

5. Hubdoc - Notification when documents are uploaded

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   submitted  ·  7 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Flora Keiller supported this idea  ·  14 September, 2023

6. Hubdoc - Auto add new suppliers when publishing documents to Xero

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   submitted  ·  1 comment  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Flora Keiller supported this idea  ·  14 September, 2023

7. Hubdoc - Ability to copy & paste document details into Xero

   48 votes

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   submitted  ·  4 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Flora Keiller supported this idea  ·  14 September, 2023

8. Hubdoc - Improve performance when generating lines with tax

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   submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Flora Keiller supported this idea  ·  14 September, 2023

9. Audit Trail Report

   574 votes

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   85 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be most helpful for you.

   • User Permissions - History recorded of role changes and ability to add description
   • History & Notes | Include item for invoice Sent (Via email or E-Invoice)
   • Contacts - View all transactions history & notes from contact record
   • Document pack - History of reminders sent in Tax

   Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.

   Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be… more

   Flora Keiller supported this idea  ·  14 September, 2023