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118 results found
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514 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Emma Rosenblatt (Accounts)
supported this idea
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565 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
An error occurred while saving the comment -
204 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature. All is good until you need to send out an email to everyone, which then becomes a tedious headache. I know this isn't the most pressing issue for everyone because we can still do it and there are bigger problems with Xero, but this would be nice to have.
Emma Rosenblatt (Accounts)
supported this idea
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76 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
@XeroTeam May we please have an update on where this idea is at.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
@XERO please comment.
There are multiple idea's here that are all similar. Collectively this is a very popular topic that needs to be handled and communicated with us.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
The tracking inventory really needs an upgrade. At the moment the only way to reduce the amount of inventory is by creating an expenses invoices. However, our customers do not want an invoice with a heap of lines and 10 pages long. We do everything in projects and add our inventory there. Why does this not automatically reduce our inventory count ??? And then if the item is removed from the project because it wasn't used then this would increase our inventory count back again.
Another option or additional idea to add would be the same as suggested above which MYOB has...The ability to 'build' a new item using other items. This idea could also translate into 'Inventory Sub-items'.
It would also be good if we had more viewing options. For example, only tracked items or if you have advanced tracking if you could view a single department/warehouse.
Another idea would be to translate new costs of items. When we receive a bill and enter the items the prices change so we override the stock items price but this doesn't translate to the inventory item itself. Hence price changes are inefficiently updated.
Emma Rosenblatt (Accounts)
supported this idea
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151 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Hi @Kelly, I still don't think this solves our issue. Firstly, you have only addressed items we invoice but not items we are billed for. If we are uploading bills into the system and they include items that we track, then there is no way for us to update the pricing of each item like you are suggesting we do in the "new invoicing"...This option of automatically updating prices when creating invoices and bills are both important, but I do feel like most of us are referring to bills.
Another issue with inventory is when I assign items to a project from a bill why does it not take it out of stock or show anywhere in the inventory section that items are allocated to a project? I feel like assigning items to projects is only half doing the job. Yes, an expense "a dollar value" is charged to the project by doing this action, but nothing about it affects the stock count. From what I understand the only time we can affect the stock count is once the item has been invoiced, but, if materials are being used to make an item then technically they are no longer in stock or for better words they have been allocated to a job. Or the items were delivered before the bill was entered into Xero and the purchased items are already being used...If I wait until invoicing an item before stock is affected then this is not an accurate or true representation of stock count...Also my company will never invoice each individual item because that would create a 100+ line item invoice. A product bundle system would work much better where many items make 1 product.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Not having this feature takes away the autonomy of Xero. Our stock controller is very frustrated that prices do not update automatically when billed for a different amount, prices for us are almost always changing, nothing stays the same price for very long.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature! And sales price too please.
Having to do this manually is way too time consuming and almost becomes pointless. XERO advertises itself as an automated admin solution, yet it fails to automate this simple feature???
Another thing MYOB has over XERO...
Emma Rosenblatt (Accounts)
supported this idea
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101 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This idea is right! At the moment, the stock isn't being put into inventory until the item is billed, which is inaccurate. We also have many deliveries that are part-delivers. If anything, this happens more often than not.
Sometimes we are also billed before the stock has arrived, again causing inaccuracies.
Not being able to show what is on back order is also creating many dramas in our company as well...
Emma Rosenblatt (Accounts)
supported this idea
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25 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Thank you @Kelly Munro. We do run these reports, but they unfortunately don't achieve what I am after with this idea that I have raised.
The Staff time overview and Project Financials reports display historical values, whereas I am after something to display current and future events.The Project Financials report also becomes obsolete after a period of time due time staff costings changing when pay raises are given out. For some reason, the staff cost rates are not time-stamped, so if last month's labour cost was $90/hr and we made a 20% profit on a job, now if the staff cost is increased to $100/hr when I look back at the same job the profit margin changes even though at that point in time the labour cost was only $90/hr and the 20% is the actual profit from the job the report now would show a smaller profit.
The Staff Time overview is really only helpful to check that everyone is putting their time into projects each week and to the correct project.
Emma Rosenblatt (Accounts)
shared this idea
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145 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This is an excellent idea and very useful! While we can currently upload files to a product which can be an image Xero doesn't recognise or use the file for anything. There should be an "Upload file" option and a "Product Image upload" option. This way everyone can continue to use the file upload but a product image can be included in delivery dockets, invoices and quotes. This visual feature would be really helpful! We work in the manufacturing business so a visual image of the product would be very helpful for our customers to see a quick view and for us to use the delivery docket as a easier way to check items before delivering. Part numbers and descriptions are only so good, a visual image of a product allows the reader of the document to know exactly what they are looking at with a quick glance.
When creating a PO, it could be as easy as selecting of the products from a grid of product images and then adjusting the quantity.
Emma Rosenblatt (Accounts)
supported this idea
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100 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Hi @Jenny Peet. I believe Xero wont add mileage claims to timesheets because this is already a feature in Xero Expenses. If you purchase the Xero expenses add-on the mileage claim is really easy to use :) The option also appears in the Xero Me app once you have Xero Expenses
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please automate this more. If an employee is full time and they work 8 days Mon-Thurs and 6 on Friday you should be able to tell the system what are ordinary hours and then from there any additional hours should be allocated to the 'correct' overtime rate. The employee should not be selecting what overtime rate. They ALWAYS get it wrong...
Emma Rosenblatt (Accounts)
supported this idea
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430 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Customisation of access levels would solve these issues. For example, Xero could have default/standard access levels as there is now, but also have the option to design our own access levels would be a significant improvement to the program because at the moment the lack of flexibility is making it hard for all different types of businesses to fit into this cookie cutter program.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This feature would be very helpful!
Emma Rosenblatt (Accounts)
supported this idea
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453 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Quotes are so easily forgotten about on both sides. Invoices have this ability it would be good to have the same you quotes as well.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature! Such an easy feature to add.
Quote should have the ability to automatically send reminders as well just like invoices.An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This feature would be very helpful as it would prevent a lot of double ups and mistakes, secondly it is a vital feature for ensuring financials are not missed.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would be a great improvement to the quote side of XERO. This would allow us to better follow up our clients and also keep our quotes up to date and tidy.
I feel like this would be a very easy feature to add in as the Invoice and Bills sections already have similar functions.Emma Rosenblatt (Accounts)
supported this idea
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11 votes
Thanks for the feedback and raising as an idea here, Katie. We initially made this change based on customer feedback.
Appreciate how different businesses have differing needs and we'll keep an eye on the interest of this build here, however want to be open that there are no immediate plans for adding a Current column back to these reports at this stage.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Same here, the current column is just important as the rest. Please add back in.
Emma Rosenblatt (Accounts)
supported this idea
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16 votes
Hi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
Emma Rosenblatt (Accounts)
supported this idea
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14 votesEmma Rosenblatt (Accounts)
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11 votesEmma Rosenblatt (Accounts)
supported this idea
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105 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
@XERO please answer where this idea is at??? Is this at all happening in the future?
Please add this feature! We are looking at changing to MOYB for this reason which is frustrating because moving across will be extremely time consuming.
We are a manufacturing company that makes large robotic tractors. Each tractor has sub parts such as the bonnet, front chassis, and rear chassis. But each sub part has hundreds of parts that are welded and machined together.
Right now owe can't properly track our inventory at all. We can track inventory into the business but not out because XERO requires every line item on the invoice in order to realise inventory stock has decreased.
As you can tell with thousands of parts an invoice that recorded every part would be pages long. All we want to give our customer is a clean easy to read invoice that can say 2 tractors, or 4 bonnets and 2 front chassis and this is exactly what we do. However, this does not allow us to record the decrease of inventory.Secondly, having the ability to reserve inventory (inventory in-use) when allocated to a project would also be HIGHLY helpful. Rather than waiting till the end once a job is invoiced and the inventory count is decreased. That way owe can see what stock is already allocated for and how much more we need to order.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
We are now paying for something separate and will no longer use Xero projects because xero cannot do this!
Please allow the ability for subparts to make an item. Not having this feature is so so frustrating I can't stress this enough. I know Myob has this capability.
Secondly, can we please have the ability to schedule/book inventory and items to a job so they are already in use to prevent reports from showing inventory as still 'there' ready for use when it is not.
Emma Rosenblatt (Accounts)
supported this idea
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34 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature! We are looking at changing to MOYB for this reason which is frustrating because moving across will be extremely time consuming.
We are a manufacturing company that makes large robotic tractors. Each tractor has sub parts such as the bonnet, front chassis, and rear chassis. But each sub part has hundreds of parts that are welded and machined together.
Right now owe can't properly track our inventory at all. We can track inventory into the business but not out because XERO requires every line item on the invoice in order to realise inventory stock has decreased.
As you can tell with thousands of parts an invoice that recorded every part would be pages long. All we want to give our customer is a clean easy to read invoice that can say 2 tractors, or 4 bonnets and 2 front chassis and this is exactly what we do. However, this does not allow us to record the decrease of inventory.Secondly, having the ability to reserve inventory (inventory in-use) when allocated to a project would also be HIGHLY helpful. Rather than waiting till the end once a job is invoiced and the inventory count is decreased. That way owe can see what stock is already allocated for and how much more we need to order.
Emma Rosenblatt (Accounts)
supported this idea
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98 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Please add this feature! We are looking at changing to MOYB for this reason which is frustrating because moving across will be extremely time consuming.
We are a manufacturing company that makes large robotic tractors. Each tractor has sub parts such as the bonnet, front chassis, and rear chassis. But each sub part has hundreds of parts that are welded and machined together.
Right now owe can't properly track our inventory at all. We can track inventory into the business but not out because XERO requires every line item on the invoice in order to realise inventory stock has decreased.
As you can tell with thousands of parts an invoice that recorded every part would be pages long. All we want to give our customer is a clean easy to read invoice that can say 2 tractors, or 4 bonnets and 2 front chassis and this is exactly what we do. However, this does not allow us to record the decrease of inventory.Secondly, having the ability to reserve inventory (inventory in-use) when allocated to a project would also be HIGHLY helpful. Rather than waiting till the end once a job is invoiced and the inventory count is decreased. That way owe can see what stock is already allocated for and how much more we need to order.
Emma Rosenblatt (Accounts)
supported this idea
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4 votes
Would still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Currently xero is triggered when we go to create an invoice from projects giving us the option to mark all expenses as invoiced and the option to close the project. However, we often make draft invoices from projects that aren't ready to be closed.
Have the trigger to mark all expenses as invoiced and closing the project once the project has been APPROVED for us would make more sense.Emma Rosenblatt (Accounts)
supported this idea
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19 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This would be awesome to view from the dashboard! If we could see what projects are due this week and what ones are overdue to be highlighted in some way. Great for project managers.
And for those who are assigned to projects maybe they could see a shortcut of some form from the dashboard.
I guess what would affect this feature would be the level of access someone has within projects.
Emma Rosenblatt (Accounts)
supported this idea
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Please add this feature!