Settings and activity
14 results found
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5 votes
Jackie Gibson
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4 votes
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326 votesJackie Gibson
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382 votesJackie Gibson
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517 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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1,249 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Jackie Gibson
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59 votes
An error occurred while saving the comment Jackie Gibson
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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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136 votesJackie Gibson
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15 votes
An error occurred while saving the comment Jackie Gibson
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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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402 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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19 votesJackie Gibson
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97 votesJackie Gibson
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161 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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54 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.