Settings and activity

28 results found

1. Bills - Ability to assign a bill to specific approver

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   submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jill Wardle supported this idea  ·  13 September, 2023

2. Notification | Send to REPLY TO email when quote accepted

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   69 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

   We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

   While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

   Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

   Jill Wardle supported this idea  ·  13 September, 2023

3. Invoice reminder - Auto include PDF of invoice

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   submitted  ·  25 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jill Wardle supported this idea  ·  13 September, 2023

4. Customer Statement - Send an overdue invoice statement

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   submitted  ·  48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jill Wardle supported this idea  ·  13 September, 2023

5. Tracking - Ability to bulk Archive categories

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   submitted  ·  68 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jill Wardle supported this idea  ·  13 September, 2023

6. Customer Statements - Add a Pay Now link

   414 votes

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   139 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊

   We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.

   Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.

   I'll keep you looped in on further updates here.

   Jill Wardle supported this idea  ·  13 September, 2023

7. Sales Invoice - Include files attached to an invoice when sending

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   305 votes

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   48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.

   We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser… more

   Jill Wardle supported this idea  ·  13 September, 2023

8. Reporting - Budgets by tracking category to integrate with master overall budget

   162 votes

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   68 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.

   As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.

   While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of it.

   We’ll be sure to post an update here if our position for this idea changes.

   Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.

   As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.

   While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of… more

   Jill Wardle supported this idea  ·  13 September, 2023