Settings and activity
109 results found
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120 votes
An error occurred while saving the comment 
Emma Rosenblatt (Accounts)
supported this idea
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17 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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60 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
The aged receivables and debtor reports.
Emma Rosenblatt (Accounts)
supported this idea
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84 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)
supported this idea
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26 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed your comments and can see the that this idea has been gaining a lot of support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Emma 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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78 votes
Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update do just wanted to let you know how it's going.
We've reviewed this idea and have moved it to Gaining Support status.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Emma Rosenblatt (Accounts)
supported this idea
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175 votes
Thanks for your support and joining in this idea. We get the challenges involved in manually chasing up employees to complete timesheets each pay period.
Although it's not the integrated solution you’re looking for, you could look to set up recurring calendar events or using external communication tools to prompt your team members.
We want to be transparent that we don't have any plans for adjusting the existing notifications for timesheets.
We'll continue to monitor this idea, and should our priorities shift in the future we'll let everyone know here.
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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41 votes
Thanks everyone, we appreciate you sharing how the five-reminder limit can be restrictive and result in more manual follows ups from your business.
We’re pleased to update that this idea is moving forward as part of our Get paid without chasing work.
As part of this development, JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
These multi-step plans go well beyond the current 5-reminder limit, with persistent chasing until payment.
We’ll share more as this feature lands so you can begin to make use.
Emma Rosenblatt (Accounts)
supported this idea
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41 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)
supported this idea
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26 votesEmma Rosenblatt (Accounts)
supported this idea
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203 votes
Hi everyone, thanks for continuing to share the details behind your workflows here. We wanted to return with a meaningful step forward for this idea. As some users may have seen, we’ve released the ability to request a Deposit in Xero!
Enveloped in this we recently made an improvement to this so businesses can now set a specific due date when creating a new deposit, and that due date is shown clearly on the deposit request your customer receives.
We appreciate this doesn’t yet deliver the fuller outcome many of you describe here, such as multiple due dates across a full invoice, broader instalment-style payment schedules, or trade-term arrangements on a single invoice. But it's progress in this space.
I’ll be back to confirm once Deposits is completely released to all markets and share how we plan to evolve this further.
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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193 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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313 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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127 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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15 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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543 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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)
supported this idea
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13 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
I have a similar issue, except some invoices we receive are to be paid on delivery.
Emma Rosenblatt (Accounts)
supported this idea
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224 votes
Hi everyone, thanks for your feedback and for sharing your experiences with leave requests for employees who work non-standard hours.
Later this year, we plan to release the first stage of Working Patterns in AU Payroll.
This will allow users to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run.
This initial release will establish the foundation for supporting a broader range of working patterns in the future, including more complex or changing schedules.
We’re moving this idea to Accepted while we explore how leave requests could work for these employees. Please continue sharing your specific scenarios, as they’ll help inform how we develop this functionality.
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
Fully agree with all the comments below. This feature needs to be added as it the issue it causes is very time consuming...
Emma Rosenblatt (Accounts)
supported this idea
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201 votes
An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
This is a great idea. It would be really helpful if we could make some notes always pop up when we create a bill or invoice!!
Emma Rosenblatt (Accounts)
supported this idea
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17 votesEmma Rosenblatt (Accounts)
supported this idea
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An error occurred while saving the comment Emma Rosenblatt (Accounts)
commented
We are a manufacturing company and this feature would be used everyday for us. At the moment we are wasting so much time duplicating item lines and breaking everything down in order to be able to assign the right amount to a designated project...Please update with this feature.
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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.