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4 results found

  1. Files - Ability to split PDF to separate multi-page documents

    30 votes

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    3 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Jake, thanks for sharing this idea. We can see why having the ability to split PDF files directly within Xero Files could be useful, particularly when processing multi-page documents that contain multiple invoices, receipts, or other records. Being able to separate pages without downloading the file and using an external tool could help reduce manual handling and make document processing more efficient.

    We've updated the status of this idea to Gaining Support. If this is something you'd find useful in your workflow, we encourage you to vote and share more detail about how you'd use it.


    Tracy Lund supported this idea  · 

  2. Contacts - Allocate a contact as a supplier, customer, or both

    67 votes

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    28 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.

    In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.

    While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.

    Tracy Lund supported this idea  · 

  3. Bills - Ability to select user to approve draft bills

    78 votes

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    submitted  ·  27 comments  ·  Users & setup » User permissions  ·  Admin →
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    Tracy Lund commented  · 

    Would be good for us so PM's can see and approve their own invoices.

    Tracy Lund supported this idea  · 

  4. Purchase orders - Ability to assign lines to a Project

    609 votes

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    236 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Tracy Lund supported this idea  ·