Settings and activity
13 results found
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14 votes
An error occurred while saving the comment 
Maria Daehn
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51 votesMaria Daehn
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9 votes
An error occurred while saving the comment Maria Daehn
commented
Major improvements are required in this area.
Detailed Claim Report doesn't show what the expense was for!
There is:
No visibility of the claim purpose
No visibility of the end Supplier
No link to Payroll
No link to the employee banking details for paymentIt is erroneous and can cause a the same expense to be paid as a Claim and as a Bill
Needs improvement
Maria Daehn
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6 votes
An error occurred while saving the comment Maria Daehn
commented
There is no real way to check if an expense claim hasn't also been entered as a bill.
It is essential that a Supplier contact (just like bills) be added to the Expense claim. This will assist in clarity as to what is being paid for and by whom/account. The Claim should be visible in the Supplier/Contact activity tab
Maria Daehn
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102 votesMaria Daehn
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1,279 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Maria Daehn
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351 votes
An error occurred while saving the comment Maria Daehn
commented
or a Hierarchy Approver List
Maria Daehn
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8 votesMaria Daehn
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118 votesMaria Daehn
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7 votes
Aaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.
While this isn't something we have plans for atm, I'll update if there is any change around this to share.
Maria Daehn
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3 votes
Hi team, I would recommend engaging our Developer community with you idea here where we have experts in the space of exporting and syncing data outside of Xero.
An error occurred while saving the comment Maria Daehn
commented
So many times you pick up erros that require changing which means you need to re-export, re-format, re-tweek. If you could "Get Data" from Excel it would be such a time saver
Maria Daehn
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353 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
An error occurred while saving the comment Maria Daehn
commented
We definitely need to separate reply to emails, due to confidentiality and privacy. Can this be actioned with urgency.
Maria Daehn
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404 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
An error occurred while saving the comment Maria Daehn
commented
This has been pending for some time. When will it be resolved?
Require this urgently!Maria Daehn
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Agreed. Needs to be improved