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57 results found

  1. Invoices - Option to send our own PDF invoices through Xero

    4 votes

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    submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Kelly Mansell supported this idea  · 

  2. Invoices - Bulk upload payments on invoices

    33 votes

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    13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Kelly Mansell supported this idea  · 

  3. Hubdoc - Bulk Configuration Extract

    5 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Kelly Mansell supported this idea  · 

  4. Cash coding - Filter and Search

    70 votes

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    32 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Kelly Mansell supported this idea  · 

  5. Project Report | Bills - Unpaid/paid bills per project

    27 votes

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    submitted  ·  1 comment  ·  Projects & tracking » Projects  ·  Admin →
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    Kelly Mansell supported this idea  · 

  6. Search - By Project Name when searching for invoices

    7 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the interest here however want to be forthright that this isn't something we have any plans for developing at present.

    We'll continue to get a pulse on interest through this idea and share if there are any updates.

    A feature I just wanted to highlight and may help solve the needs of some here already is queries with JAX.

    Right now, it's possible to query your invoices through JAX. While Projects isn't a field JAX can interpret just yet we are continuing to expand on it's capabilities. However, in the meantime, if there is a common keyword or phrase you're using in a Projects invoices you could look to ask JAX to show you all results for this phrase which may help you narrow down and find the invoices you're after.

    Kelly Mansell supported this idea  · 

  7. Hubdoc multi-organisation search option

    2 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Kelly Mansell supported this idea  · 

  8. Hubdoc - Link bills uploaded from Hubdoc to Purchase Orders in Xero

    23 votes

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    submitted  ·  4 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Kelly Mansell supported this idea  · 

  9. Hubdoc - Bulk update document as 'Mark as paid'

    12 votes

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    1 comment  ·  Contacts & files » Hubdoc  ·  Admin →
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    submitted  ·  Dana A responded

    Hello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information. 

    Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)

    Kelly Mansell supported this idea  · 

  10. Invoices / Bills - Option to copy line above

    71 votes

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    24 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Kelly Mansell supported this idea  · 

  11. Homepage - Show Purchase Orders

    83 votes

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    33 comments  ·  New Homepage » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest being able to see the information that is most important to you or a specific user from the homepage.

    Our product teams are paying close attention to the feedback and what would be most useful to our customers as they continue to develop this experience. Being upfront, Purchase orders widget is not in the roadmap atm, but we will be sure to share of there are any plans made for this, here.

    Kelly Mansell supported this idea  · 

  12. Purchase Order - Make Recurring Purchase Orders

    60 votes

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    14 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for sharing how valuable this feature could be for your workflows and we can see the benefit this would have for businesses that have regular recurring trade with suppliers.

    While this is something we'll keep front of mind as the teams plan their roadmaps we want to be honest that this isn't on the roadmap right now.

    If there is any wind of plans for this we'll let you all know here.

    Kelly Mansell supported this idea  · 

  13. Purchase Order - Delivery Date for each line item

    32 votes

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    5 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.

    However, if anything changes in this space, we’ll update you on this idea!

    Kelly Mansell supported this idea  · 

  14. Invoices/Bills - Ability to duplicate a line item

    64 votes

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    19 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all contributions and votes this idea has received overtime.

    There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.

    • Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
    • Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
    • Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
    • NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
    Kelly Mansell supported this idea  · 

  15. Purchases - Line numbers on Purchase orders and Bills

    14 votes

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    1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Kelly Mansell supported this idea  · 

  16. Purchase Orders - Ability to Void/Archive purchase orders

    70 votes

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    submitted  ·  16 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Kelly Mansell supported this idea  · 

  17. Bills - Copy transaction lines to a new line

    6 votes

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    submitted  ·  2 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Kelly Mansell supported this idea  · 
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