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5 votes
Emma Rosenblatt (Accounts)
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53 votesEmma Rosenblatt (Accounts)
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23 votesEmma Rosenblatt (Accounts)
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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 🙂
Emma Rosenblatt (Accounts)
supported this idea
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An error occurred while saving the comment -
142 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would be great! It is weird how we have the option to set customer credit limits in Xer but there is not section for us to but in Supplier Credit limits. It is a very basic essential feature that we should have.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Suppliers and customers needs a lot of updating they are treated to much alike. But then Xero allows this function for customers and not suppliers which is odd. It would be good to see when the supplier credit limits are exceeded.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This is a huge miss by xero... We need to be able to view our credit limits easily as they can be forgotten about, every supplier we have a different credit limit.
Emma Rosenblatt (Accounts)
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360 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…Emma Rosenblatt (Accounts)
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23 votesEmma Rosenblatt (Accounts)
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434 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Thank you for confirming this Hannah.
Due to this, and many other functionalities that Xero lacks, we will be transitioning to a new platform.An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
No a bad idea Thomas, but we don't want everyone with access to projects to see the PO. That is why if we could attach it in a way where only admin and managers can see it is no good.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature. It is very annoying that we cannot already do this.
For workflow purposes this ability would be extremely helpful to assist with clean organization. Always having the PO available to view from anywhere would be very helpful.However, users with LIMITED user access do not need to be able to view the purchase orders. But if users with limited access could upload attachments such as photos this would also be very helpful for logistic purposes.
At the moment we pay for TRAK because XERO projects is not complex enough to cater for construction firms at all...
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would massively help our organisation of projects and being able to upload the digital PO to the project would also be a good addition.
Secondly, being able to automatically generate job umbers similar to invoice numbers would be a great addition. Currently we have an excel spreadsheet to keep track of our job numbers. However, we have a different starting number for each contact.Emma Rosenblatt (Accounts)
supported this idea
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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 Emma Rosenblatt (Accounts)
commented
We also deal with several people within a contact who are usually (but not always) from a different department.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
It would also help to make specific contacts only available to receive certain emails. For example, if quotes were sent to Company X (main contact card in Xero) and Bob (sub-contact card) from Company X is in charge of approving quotes, then I don't want to send the quote to every contact that has the email check box ticked. Secondly, I only want to send invoices to John per se because he is the person from Company X who approves and processes payments.
Each header contact needs to be able to have sub-contacts who are in charge of different departments and therefore are linked to different areas such as POs, quotes, invoices, and bills - they need to receive what is only relevant to them and their role. This will especially help business-to-business operations.
I hope what I have said makes sense.
Emma Rosenblatt (Accounts)
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1,142 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
If our contact is say ABC Council, we need the ability to put multiple people to this contact. For example, our Customer is ABC Council, and I want 4 contacts for this customer, there are 3 different sales people we talk to who are in charge of purchasing for different areas in the company. On top of that there will be an additional person, accounts payable, that requires the invoice we send.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please update on the status of this idea.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
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Thank you for the update Kelly! Can't wait to see how the feature functions.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please upgrade this asap!! If the technology needs upgrading for such a simple feature then this should be priority otherwise how else will anything be upgraded. Really considering moving to MYOB...
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Another way Xero could design this is to have multiple sub contacts under a main contact. For example McDonald's is the main contact but then you have McDonald's - Brisbane CBD as a sub contact. Just a thought...
Emma Rosenblatt (Accounts)
supported this idea
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89 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Often large PO's have multiple bills because some items are either on backorder and others take longer to make so there are multiple bills and therefore multiple delivery dockets.
Emma Rosenblatt (Accounts)
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28 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
There is another idea posted for this, https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961154-purchase-order-applying-multiple-bills-to-a-sing
Often large PO's have multiple bills because some items are either on backorder and others take longer to make so there are multiple bills and therefore multiple delivery dockets.
Emma Rosenblatt (Accounts)
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6 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Manufactured Items, or "builds", are produced from other stock items. When you manufacture an output item you deduct the component items from stock and build the new manufactured output item, which is then placed in stock. This item is then sold in the usual method with pricing specified on the output stock items. At the moment we have no way of doing this, and the Add-on Apps are useless.
Emma Rosenblatt (Accounts)
supported this idea
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459 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Clearly, we want both bills and invoices to have this feature. I'm not sure how 352 votes for invoices and 655 votes for bills doesn't communicate that.
Please update us on the status of this idea.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Credit limits does not solve this idea. And the idea of flagging a bill or invoice in dispute are them same concepts, just for bills and invoices. Invoices may need to be put in dispute because the customer has an issue and the invoice may be revised or have a price negotiation of some sort. And bills require a the ability to be flagged as 'in dispute' because we have an issue with what we have been billed for. Essentially the exact same idea but for bills and invoices.
Some may not use the feature, but there are many votes and many comments that indicated a large amount of businesses would indeed see the benefit of having this idea met with a solution.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Both would be very helpful!! Sometimes we are in dispute over a suppliers bill but then customers are sometimes in dispute over our invoice.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Having both the option to highlight either a bill or invoice as 'in dispute' would prevent a lot of errors and help with communication across staff.
Emma Rosenblatt (Accounts)
supported this idea
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1,082 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please update us on the status. It has been a year...
An error occurred while saving the comment Emma Rosenblatt (Accounts)
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This is not a problem until you need it. Having a bill in approved status appears to be right to pay, but when something happens or changes how can we make it a clear visual that the bill is in dispute without this feature? We can't... Sometimes the Supplier themselves needs to be on hold too, all future bills are not to be paid until whatever it is is resolved.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature! The issues created from not having this feature are mind numbing.
Below comments are expressing their desperation for this feature and we have had no response since November ??? Our businesses are struggling because of the lack of well thought out updates from XERO. Honestly, a lot the new features feel like a waste of time because the lack of usability. For example, the new note section in contacts was almost a waste of time. You can't add multiple notes just one big paragraph, the aren't time stamped, the user's name who uploaded the note is not recorded, pop-ups aren't even a thing so the only time you see the note is by going all the way into the contact which is ridiculous because you basically never visit a contact unless updating details or making a new one.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
I am so confused by your response to this Kelly Munro, I feel like we have all made it pretty clear we want to be able to do the exact same thing for sales invoices as we do bills. If we don't like the look of something on a bill we have received and it is currently being renegotiated and for some reason someone may in the end refuse payment all together, from an accounts payable point of view they must be aware that the bill is not to be paid for until the issue is resolved. Flagging the bill would allow for clear and consistent communication for this situation.
This idea already has 136 votes and barely anyone votes or knows you can vote here plus there are two pages of comments on this page plus more on the original idea posted.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Both the Bills flagged as dispute and Sales invoice flagged as dispute would be handy options!
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Having both the option to highlight either a bill or invoice as 'in dispute' would prevent a lot of errors and help with communication across staff.
Emma Rosenblatt (Accounts)
supported this idea
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538 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Emma Rosenblatt (Accounts)
supported this idea
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300 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This is so necessary! Otherwise, people with payroll access who can approve leave can not only approve everyone's leave instead of just the people they are managing but also their own...Not a good process at all. Unfortunately it is things like this that make Xero not good for larger companies and only suitable for a one-man show or small team.
Secondly, there is no history or timestamp of the approver, who and when the leave was approved.
Emma Rosenblatt (Accounts)
supported this idea
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54 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Notes are often forgotten, which makes them almost useless. If we have the option to make the notes pop up when you are building a quote, bill, or invoice to remind us of the note, that would make them a lot more useful.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this ability to the note section. 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. The notes aren't even time stamped...
Emma Rosenblatt (Accounts)
supported this idea
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50 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would make notes way more useful and not so forgotten.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
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.
Emma Rosenblatt (Accounts)
supported this idea
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304 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This is a massive problem! We need to be able to send invoices to accounts payable and remittances to accounts receivable (often not the same email address!!) And quotes to another person, often the purchasing officer.
Emma Rosenblatt (Accounts)
supported this idea
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Expense claims need to have department managers sign off.
Secondly, Purchasing authority within Xero needs to be more complex and customizable. Certain roles should have a max amount they can approve a PO for and certain amounts should require a manager's approval/employee with a higher limit.