Settings and activity
13 results found
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71 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
An error occurred while saving the comment 
Vince McKnight
supported this idea
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69 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
An error occurred while saving the comment Vince McKnight
commented
I am not aware of any other general ledger software that does not let users make journal entries to cash. I have never encountered this limitation in my 30 year career in accounting. Standing out like this is not a good thing for xero , they need to eliminate this limitation.
Vince McKnight
supported this idea
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119 votes
An error occurred while saving the comment Vince McKnight
commented
Notifications are necessary for proper workflow. This is really a must for businesses.
Vince McKnight
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4 votesVince McKnight
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199 votes
An error occurred while saving the comment Vince McKnight
commented
This is very important. I might have to add another software just for expenses.
Vince McKnight
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90 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Vince McKnight
commented
When you edit a contact and click to add a person - you should be able to add their phone number and their position with the company or main contact.
Vince McKnight
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2 votesVince McKnight
shared this idea
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28 votes
Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
Vince McKnight
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22 votesVince McKnight
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5 votesVince McKnight
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17 votesVince McKnight
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12 votesVince McKnight
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211 votes
An error occurred while saving the comment Vince McKnight
commented
I freaked out when I learned that xero does not track line amounts on purchase orders. This is the very reason you want software - to track the minuta for you.
Vince McKnight
supported this idea
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This is such a simple change to make. I don't understand why this is not being considered. In NetSuite, I could have added the field in the time it took to type this response.
I can understand not considering a complex change, but I don't understand the unwillingness to make this change.
If Xero is not going to make simple changes like this then Xero needs to give us the ability to add our own fields.
The reason this impacts us is because without the functionality to add fields we are not able to keep the application updated to meet our changing needs, therefore we have to rely on external databases to perform our jobs. When the complexity of maintaining multiple databases gets too great, we just switch to a platform that can meet our needs in a more comprehensive manner. This little request is of big significance to us and should be to Xero.