Settings and activity

6 results found

1. Bills - Ability to allow multiple levels of approval for bills

   131 votes

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   submitted  ·  56 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Jane Liong commented  ·  28 September, 2023  ·  Edit…  ·  delete…

   Ability to assign the relevant approver at least up to 2 would be better so bills can be processed more seamlessly & email approvals back & forth comms can be cut down

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   Jane Liong supported this idea  ·  28 September, 2023

2. Bill - Copy a paid bill to a Credit Note

   114 votes

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   24 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone’s feedback and detail on how important this feature is for your businesses.

   To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.

   We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.

   To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea for this on the Sales Invoice side that I’d encourage anyone interested in this to vote for.

   This is something we’ll continue to consider for Bills longer term but isn’t in the agenda atm. If there’s any updates we’ll share here, and respectively on this idea for Sales invoices. 🙏

   Thanks for everyone’s feedback and detail on how important this feature is for your businesses.

   To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.

   We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.

   To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea… more

   Jane Liong supported this idea  ·  28 September, 2023

3. Tracking - Ability to bulk Archive categories

   131 votes

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   submitted  ·  72 comments  ·  Projects & tracking » Tracking categories  ·  delete…  ·  Admin →
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   Jane Liong supported this idea  ·  28 September, 2023

4. Invoices - Option to convert to bill

   68 votes

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   submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Jane Liong supported this idea  ·  28 September, 2023

5. Sales Invoicing/Files - Enable Seamless Attachment of Files Inbox Documents to Sales Invoices

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   516 votes

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   123 comments  ·  Invoices & quotes » Invoicing  ·  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

   Jane Liong supported this idea  ·  28 September, 2023

6. Bills - Ability to select user to approve draft bills

   42 votes

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   submitted  ·  15 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Jane Liong supported this idea  ·  28 September, 2023