Settings and activity
127 results found
-
35 votes
Hi team, while we appreciate hearing your feedback on the new purchase orders experience we do request that each post be limited to a single idea to help other members know what they're voting for, as well as sharing back with our product teams and considering changes. I've updated the title of the idea here around the whitespace and welcome you to create new ideas for other specifics you'd like to see.
To provide an update around the attachments - our team recently implemented a change to move the placement of this button to the top of the page next to Save and Approve options.
Relating to lines - with how this new experience now works when you add an item, or enter an amount in a line the Quantity will default to '1', also adding an item will automatically add a new row beneath. Thanks
Joelle Chia
supported this idea
·
-
106 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
Joelle Chia
supported this idea
·
-
51 votes
Hi everyone, thanks again for all the feedback we’ve received about this flow here. Our team has taken this on board.
It’s worth highlighting that the pop up window that shows for every payment is part of the payment flow to determine how you’d like to process the payment - You can choose to pay by online bill payments or manual payment. We want to be upfront that we don’t have any plans to permanently remove this flow.
However, based on feedback the team has added a selection to the modal in the screenshot here ”‘Don’t show again” to return to the original experience when it's possible to continue with manual batch domestic payments.
If you check this option you’ll be taken back through the older payments flow the next time you go to make a payment of this kind.
Please note, if you simply click the ‘X’ button in…
Joelle Chia
supported this idea
·
-
123 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
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.
Joelle Chia
supported this idea
·
-
23 votes
Thanks for sharing this idea with us 🙂 We understand why being able to download attachments directly from an expense claim would be useful, especially where customers need to keep a copy of supporting documents or work with multi-page files.
We’re continuing to see interest in this idea, and recent feedback suggests support for this capability is growing. That helps build a clearer picture of the demand and the value this change could bring for customers using Expenses.
While we don’t have any plans or timeframe to share right now, the idea is gaining more visibility through feedback and engagement. We appreciate you taking the time to add your support and we’ll continue to share updates if there’s any progress in future.
Joelle Chia
supported this idea
·
-
4 votes
Hi Joanne, thanks for sharing your idea, and letting us know the changes that matter most for you.
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! Cheers
Joelle Chia
supported this idea
·
-
7 votes
Hello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈
We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋
Joelle Chia
supported this idea
·
-
10 votes
Hi Holly, thanks for sharing your idea here.
This can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Joelle Chia
supported this idea
·
-
4 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We can see how streamlining adding expenses is important for your business. Now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Joelle Chia
supported this idea
·
-
5 votes
Hi Vanessa. Thank you for this suggestion.
We understand that for staff who rarely claim expenses, setting them up as a Xero user just to process a single reimbursement can be administratively heavy.
As you have found, the current Expenses module requires the "Claimant" to be an invited Xero user. Because your request is to allow claims for "non-users", we are classifying this as a new idea to Gain Support.
A note on Xero Me access: If the main barrier is that your staff prefer not to use the mobile app, it is worth noting that they can also submit their claims via the web version of Xero Me (logging in via a desktop) instead of using the app.
A workaround for non-users: For staff who do not have a Xero login, you can process their Expense Claim on their behalf. If you need an extra hand you can raise…
Joelle Chia
supported this idea
·
-
12 votes
Thanks for sharing your feedback on vendor auto-fill in the new Expenses experience. We appreciate you explaining how this could streamline your workflow and maintain cleaner data.
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.
Joelle Chia
supported this idea
·
-
46 votes
Hi everyone, we wanted to provide a quick update on the idea to enable reconciliation of credit card expenses directly within Xero Me.
This idea is currently classified as Gaining Support and has started to gain traction within the community. We appreciate those who have shared their interest and feedback so far.
If this feature would help streamline your expense management, please continue to vote and share your thoughts. Your input is important in helping us prioritize future improvements.
Joelle Chia
supported this idea
·
-
39 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Joelle Chia
supported this idea
·
-
2 votes
Thanks for sharing your idea with us 😊
Your idea has now been moved to Gaining Support so other members of the Xero community can vote on it and add comments to share how this change could improve their experience too.
Community feedback helps us understand what matters most to our customers and partners, and we’ll continue to monitor the support for this idea.
Joelle Chia
supported this idea
·
-
8 votes
Hi Choonke thanks for raising this here. We understand the need for having Sales person's fields both on the invoice itself as well as the custom template. We have opened this idea up for the community so they can add their votes and comments on this idea. In the meantime, we'll monitor this space for more traction.
Joelle Chia
supported this idea
·
-
4 votes
Hi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to consolidate subscription invoices across multiple organisations, so managing billing records is simpler.
Having a grouped invoice view could make it easier to review, download, and manage subscription for multiple entities.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
Joelle Chia
supported this idea
·
-
9 votes
Hi Josh, thanks for sharing this suggestion. We understand how Credit Notes not being able to be marked as “Sent” after allocation can create confusion when the document has already been issued.
Separating the “Sent” status from allocation or edit activity would help keep tracking clearer and more consistent with how the document is used.
We’ll continue monitoring interest and use cases shared here.
Joelle Chia
supported this idea
·
-
6 votes
Hi everyone, we hear the request for an in-page popup option to add payments, so you can apply payments to invoices without needing to scroll up/down the screen.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving the payment entry experience.
Joelle Chia
supported this idea
·
-
5 votes
Thanks for sharing this idea with us. We can see how having smarter contact search when creating an invoice would be helpful, especially when you’re working with a large number of customers and a small spelling mistake makes it harder to find the right contact.
We’ve reviewed your idea and moved it to Gaining Support. This means it’s now open for other customers to vote on and comment, which helps our product teams understand the level of interest and the impact this has for customers using Xero.
While we don’t have immediate plans to share for this, we’ll continue to track the feedback and support this idea receives here.
Thanks again for taking the time to share your suggestion with us 🙂.
Joelle Chia
supported this idea
·
-
5 votes
Appreciate your feedback on the new credit notes experience, Colleen. We'l strat to get an idea of the interest from other users that'd also find this helpful here.
Make sure to share this with any colleagues that'd also find this useful.
We'll let you know if there are any updates planned here.
Joelle Chia
supported this idea
·
