Settings and activity
5 results found
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146 votes
An error occurred while saving the comment 
Angie McLendon
supported this idea
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3 votes
An error occurred while saving the comment Angie McLendon
commented
We need this for our business to operate efficiently!
An error occurred while saving the comment Angie McLendon
commented
We need the ability to RENAME A RECEIPT DIRECTLY IN MY XERO APP. Our team members are traveling extensively and are uploading receipts while traveling using the My Xero app. The problem is they cannot change the file name. All the receipts are uploaded to the Xero file library automatically which is great, but they all show the same file name of "receipt.jpg". When our accounting team members are looking at over 100 receipts at any given time to attach to a customer invoice for travel expense reimbursement, then they cannot quickly tell which receipts in the Xero library list go with the customer's invoice. It is a nightmare! We currently either have to 1) download the receipt from Xero, rename it so it's identifiable, then re-upload it to Xero; or, 2) our consultants have to save their receipts until returning to office hoping they don't lose them to scan from printer to computer preferably in a pdf format. This is so cumbersome for our entire team. Please help fix this to improve our business workflow! In addition, ultimately saving the file to a pdf is preferred over jpg since pdf is more universally accepted as well as a smaller file size.
Angie McLendon
supported this idea
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27 votes
An error occurred while saving the comment Angie McLendon
commented
In addition we need to be able to name the jpg right in the My Xero app. It cannot be changed unless it is downloaded and then uploaded again. We need this so badly for our business consultants who are uploading receipts while traveling. It goes to the library but is unidentifiable when all the uploaded receipts show "receipt.jpg".
Angie McLendon
supported this idea
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8 votes
An error occurred while saving the comment Angie McLendon
commented
We need this to streamline workflow!
Angie McLendon
shared this idea
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6 votes
An error occurred while saving the comment Angie McLendon
commented
This would be helpful for us as well.
Angie McLendon
supported this idea
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We desperately need the ability to assign EACH LINE ITEM TO A DIFFERENT XERO PROJECT in Repeating Invoices. It's so time consuming right now to manually assign these after the invoice is generated.