Settings and activity
26 results found
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2 votes
Lori Notman
shared this idea
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35 votes
Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
Lori Notman
supported this idea
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649 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
An error occurred while saving the comment Lori Notman
supported this idea
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131 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Lori Notman
supported this idea
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313 votes
Hi everyone, another update as we lean into the end of year I'm happy to let you know that this feature has now moved into a beta with a small group of users.
We look forward to sharing next steps on it's release in the new year!
An error occurred while saving the comment Lori Notman
commented
Please add, reduce data entry, storing of data - other competing software do it.
Lori Notman
supported this idea
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97 votes
An error occurred while saving the comment Lori Notman
commented
Too few items as default per page, also needs higher quantity 500, 1000 etc
Would be better to have option at top of page to reduce scrolling all the way down to make a selection then back to top to view lines.Lori Notman
supported this idea
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53 votesLori Notman
supported this idea
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458 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Lori Notman
commented
There should be many options within each section of permissions available to each individual user. It is far to broad.
Lori Notman
supported this idea
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38 votesLori Notman
supported this idea
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195 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Lori Notman
supported this idea
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126 votesLori Notman
supported this idea
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15 votes
We appreciate the feedback and understand the impact this has on your workflow. We are moving this idea to the “Gaining Support” stage so that other users can add their votes and comments. This will help us gauge the level of demand and prioritize future improvements. In the meantime, we encourage you to continue sharing your votes and comments and any additional workarounds such as using invoice templates or branding themes for each supplier if applicable. Thank you for helping us improve Xero!
Lori Notman
supported this idea
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159 votesLori Notman
supported this idea
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76 votes
Hi everyone, we understand the sentiment here and how this change could help you work more efficiently in Xero. Thank you for insights we received to assist in our discovery of this feature.
As we've continued to develop the new purchase orders experience, I am happy to share here that when this rolls out your businesses Physical address will be the default for Delivery address.
I'll return to keep you updated as this goes live.
Lori Notman
supported this idea
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9 votes
Hi everyone,
We're excited to share that this will be part of the refreshed purchase order experience and the work is underway!
Lori Notman
supported this idea
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49 votesLori Notman
supported this idea
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266 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
Lori Notman
supported this idea
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105 votes
Hi team, thank you for the input from you all that helped with our team's research.
Over the coming months we'll be delivering a new purchase orders experience, that'll provide the ground work for new features like the ability to create part bills from a Purchase order.
We understand the appetite from our community in this and will be sure to keep you looped in on progress. 🙂
Lori Notman
supported this idea
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77 votes
We appreciate all your support and sharing on your needs in backorders through this idea.
Our product team have been working away to refresh purchase orders which'll be released over the coming months.
Work for negative inventory is also in progress, and our team are looking at how this flow works through to sales invoices for backorders. 😊
We'll make sure to update you as there is more news to share. Thanks
Lori Notman
supported this idea
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212 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Lori Notman
supported this idea
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Additional field are needed - EG: Dispatched date, Dispatched by, tracking number etc. Other software have to ability to add or remove these from templates without having to export to a doc then reimport. With over 500 votes why is not a priority and how many votes are required to move it up as one?