Settings and activity

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1. Contacts - Tab to view associated Projects

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   0 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded
   Jan Lawes supported this idea  ·  09 April, 2024

2. Bills - Flag a Bill as 'in dispute / query'

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   369 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins will be able to set rules based on factors of bills such as; amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. While we know this isn’t a direct solution for this idea, this’d provide you with controls to set rules for common flows in which bills need flagging for approval from specific users in your organisation.

   We appreciate the detail and persistence you’ve brought to this conversation. As soon as there's more progress surrounding this I'll make sure to share another update here.

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins… more

   Jan Lawes supported this idea  ·  09 April, 2024

3. Reporting - Sort by Account Name or Account Code with option to hide code

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   19 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for continuing to share and support in this idea. Your feedback has been valuable to our team as they continue to plan their roadmaps.

   We'd like to share that we're currently developing a quick sort option on the Trial Balance, Balance Sheet and Profit & Loss reports to allow you to easily sort by account code, without displaying the code.

   We appreciate hearing how this'd be of benefit to you, and will be back top share as soon as it becomes available 😊

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   Jan Lawes commented  ·  07 November, 2023  ·  Edit…  ·  delete…

   As a new user all our data has been migrated with our contacts listed alphabetically with the majority being under M for Mr & Mrs etc. They all have account numbers so I'm asking if it could be made possible to resort the list in account number order rather that alphabetical.

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