Settings and activity
27 results found
-
705 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.
Amanda Strachan
supported this idea
·
-
1,473 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Amanda Strachan
supported this idea
·
-
169 votes
Hi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.
The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.
We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.
Amanda Strachan
supported this idea
·
-
349 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Amanda Strachan
supported this idea
·
-
379 votes
Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.
We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.
This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂
We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.
You can read more about the …
Amanda Strachan
supported this idea
·
-
257 votes
Thanks to everyone who's shared how a second reference field on bills would support supplier invoice numbers, purchase orders and job references. We appreciate the strong appetite for this improvement and the practical examples provided.
Some groundwork has already been completed, and while this isn’t in our immediate pipeline, it's high on the teams radar and something we would like to pick up.
Though we can't commit to development just yet, we’ll keep you updated here of any progression.
Amanda Strachan
supported this idea
·
-
50 votesAmanda Strachan
supported this idea
·
