Settings and activity
120 results found
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110 votes
An error occurred while saving the comment 
Emma Rosenblatt (Accounts)
supported this idea
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12 votes
Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Feedback - This doesn't achieve the desired goal.... Yes there is a note section but the only place you can view the note is by going to the contact itself which is so time consuming. So XERO is expecting you to go and check a contact card everytime before issuing an invoice or paying a bill ??? It would be much better if we could select certain notes to always popup when making an invoice or viewing a bill.
So instead of ONLY one note section we need the ability to add multiple notes and a check box and selection tool where you can customise where and when the note popups.
The XERO team is on the right track but has not allowed for any customisation or usability with the new feature.
Emma Rosenblatt (Accounts)
supported this idea
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38 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
The aged receivables and debtor reports.
Emma Rosenblatt (Accounts)
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54 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
We need the ability to select different emails for different things.
We sell to different departments in a company and each company in xero has its' own contact. Therefore we need to be able to send invoices to specific persons in each department e.g.
- Invoice xyz to Person A
- Invoice abc to Person B
- Invoice qwe to Person CWe also need the ability to send bills for a contact to a specific email, invoices to a different email and remittances to another email, and statements to another email again. Every department of our customers and clients require different email addresses for different things and they are super annoyed when we don't do this.
We would be able to do the simple admin side of things if XERO had more customization with contacts alone.
I understand there are many other areas that need improvement as well.
Emma Rosenblatt (Accounts)
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20 votesEmma Rosenblatt (Accounts)
supported this idea
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An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature! We are a fabrication business where every job is made in projects and the guys have to allocate their time to projects everyday. Then they also have to do their timesheets. Something is ALWAYS forgotten. The guys also don't appreciate having to fill both out because it feels like double handling.
We have multiple projects every week that are completed and invoiced out so assigning costs to projects is imperative. Without it we can't continue as a business because costs must be allocated otherwise reports do not disclose true profits. Hence future quoting will be incorrect if based on historical project time entries if the time entries have not been correctly entered.
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28 votesEmma Rosenblatt (Accounts)
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132 votes
Hey folks, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding timesheet reminders ⏰
We understand that the ability to easily remind employees to fill out timesheets would make things easier and save you time.
Our product team is currently investigating potential solutions for this but at this early stage there are no specific time frames available. We’ll be sure to let you know if there’s any change, though!An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add Timesheet reminders, it is a simple and easy way to remind all staff including those who may be away the day prior when everyone is verbal reminded.
It is a tedious task trying to get everyone to fill in their timesheets is to the point you don't want to pay them because then maybe they will do it.
Emma Rosenblatt (Accounts)
supported this idea
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35 votes
Hi community, we understand wanting to hear more from us here. Thank you for sharing and supporting how increasing the number of invoice reminders would help your business workflows.
Our product team are conducting research in this space and we have form you can sign up through here to share your input.
Throughout the research the team may engage you through surveys or direct interviews. We'd love to get your involvement to help us develop the future of Invoice reminders!
Emma Rosenblatt (Accounts)
supported this idea
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617 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would be a great feature to add!
Emma Rosenblatt (Accounts)
supported this idea
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32 votes
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
Emma Rosenblatt (Accounts)
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4 votesEmma Rosenblatt (Accounts)
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6 votesEmma Rosenblatt (Accounts)
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12 votesEmma Rosenblatt (Accounts)
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176 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
And the option to add deposit invoices and partial invoices where the invoice number could have -1 or -2 for every additional invoice but the system can recognise they are all for the same job/item.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would reduce a lot of confusion for both our staff and customers! We often request a 50% deposit for our major projects and then the remaining amount on delivery.
Emma Rosenblatt (Accounts)
supported this idea
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254 votes
Hi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.
Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.
If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.
You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.
Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would be such a great feature! I have made our company our own to help our new employees get set up in the meantime. Most people have phones now so the document I made is all digital making it a very easy process.
However, this would be more beneficial to have on Xero's behalf and maybe a bit easier. At the moment many employees are overwhelmed by all the apps they need to download and we do not really appreciate having to ask them to download everything....Xero me, Xero verify, Xero projects, Xero Expenses...it is a lot and can be very confusing in the set up stage.
Emma Rosenblatt (Accounts)
supported this idea
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173 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Agreed. This is a must. So annoying we can't everything looks so messy!
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would be great for those invoices you make by mistake, they should have never been made in the first place and to able to completely delete them is much cleaner. Also it prevents confusion in the future if or when you have to go back and look at something.
Emma Rosenblatt (Accounts)
supported this idea
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272 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
We have just added this feature to our description but not being able to set an approver is a problem. we may have to cancel and find something else...
Emma Rosenblatt (Accounts)
supported this idea
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105 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Timesheets and Time entries into projects need to work together. Everyone is essentially putting their time in twice which is double handling and annoying.
Different parts of Xero need to work more congruently.Emma Rosenblatt (Accounts)
supported this idea
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8 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This is such an important feature that needs to be added to projects. We have just realised ourselves that all previous reporting is not even a close representation to what actually happened because of this issue.
Please fix this!
Emma Rosenblatt (Accounts)
supported this idea
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302 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
I agree with Robert, being able to make it default for some contacts and leave others out would be the best option.
Emma Rosenblatt (Accounts)
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Please add this ability to the note section. The notes should also be time stamped and the name of the user who made the note should be viewable as well.
I have mentioned in another post about how the new note feature is really basic and lacking usability...You can make a note on the contact that's great but what can you do with this???Nothing.
We need to choice to be able to make a note pop-up when invoicing the contact, when viewing invoices, when uploading bills, when paying bills. I know others have also requested notes to be able to be seen in reports as well.
Having one note section which can have up to 4000 characters is a pretty slack job at resolving this issue.