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5 results found
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13 votes
Thanks for the engagement here everyone, appreciate the feedback.We've reviewed your idea and 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! Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Regina O'Brien
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108 votesRegina O'Brien
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230 votes
An error occurred while saving the comment Regina O'Brien
commented
I completely agree with the comments below, not being able to directly allocate bills to projects within Hubdoc creates an unnecessary step within Xero.
Furthermore, there is no way to allocate Purchase Orders to Projects until they are billed. Surely these should work in the same way as Quotes/Invoices. It makes good project reporting impossible without a lot of manual intervention.Regina O'Brien
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25 votes
Thanks for all your input and sharing the needs in seeing awaiting approval invoices and bills from the Dashboard.
We'll soon be rolling out our new Homepage experience. The team have put a lot of work into designing the new widgets with our customers front of mind.
Within the new Tasks widget you'll be able to get a quick snap of invoices (and bills) awaiting approval, and from the 'Invoices owed to you', and 'Bills to pay' widgets you can get a quick understanding of the # of invoices or bills awaiting approval and amounts associated to them.
Try it out in the demo company now and I'll be back to share when it's fully released 😊
An error occurred while saving the comment Regina O'Brien
commented
Absolutely agree with other contributors. My clients utilise the App dashboard a lot and it would give a much more accurate picture of outstanding liabilities if the Awaiting Approval bills were also shown there.
Regina O'Brien
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16 votes
An error occurred while saving the comment Regina O'Brien
commented
Completely agree with Kathryn, it would be great to see watched accounts on the App dashboard.
Regina O'Brien
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Being able to see the changes to the Project Estimate would be very useful, could audit trail functionality like the "History & Notes" on bills and invoices be added?