Settings and activity
13 results found
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5 votes
Jackie Gibson
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4 votes
Hey Steve, thanks for sharing this idea. We get that it’s an extra step having to create a job sheet in another tool after you’ve already prepared the quote in Xero, and how a more streamlined flow would save you time.
One option for now is to use Xero Projects to track time and expenses against your work. While we know this doesn't give you that specific printable job sheet for your team on the go, it's the best way to manage the work in Xero right now. Another user has also helpfully highlighted how they use quote templates to create job sheets in Xero.
Alternatively, as you’ve mentioned, there are options on the Xero App Store that may provide the solution you’re looking for here.
We're keeping an eye on the conversation and votes here, so please continue to share your thoughts.
An error occurred while saving the comment -
644 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…
Jackie Gibson
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529 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
Jackie Gibson
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1,270 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Jackie Gibson
supported this idea
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61 votes
An error occurred while saving the comment Jackie Gibson
commented
Has there been any progress on a purchase order import feature with Xero this is now critical for one of my clients
Jackie Gibson
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139 votesJackie Gibson
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16 votes
An error occurred while saving the comment Jackie Gibson
commented
I have a tracking category for our job numbers to allocate hours to engineers' time on particular jobs.
I am struggling to find a simple timesheet/app that will sync with my tracking categories (also have one for employee group).
I'm considering using Projects but can't see there's a way to sync my job number / employee group categories to the projects module.
Anyone had any experience of this or a workaround? I currently use an app within gsuite, collating the data to download to a csv but not ideal and very manual when calculating hours.
I then have to reverse the auto journal and input manual journal allocating to job numbers.
Jackie Gibson
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417 votes
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…Jackie Gibson
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20 votesJackie Gibson
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98 votesJackie Gibson
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164 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
Jackie Gibson
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55 votesJackie Gibson
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I started to set up one of my clients with job sheets so we could prepopulate and email as opposed to writing out a manual sheet. I tried setting up a specific quote template under a new theme name and changed the theme, this way you should be able to send a quote with a quote theme template and use the same screen to change the theme to Job Sheet with whichever fields you need on there.