Settings and activity
33 results found
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3 votes
Interesting way of considering how this feature could work, Theresa.
It'd be good to see if others in the community would find this workflow useful to them as well. We'll keep an eye on the support for this here.
Sarah Shaw WSM
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52 votesSarah Shaw WSM
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228 votesSarah Shaw WSM
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14 votesSarah Shaw WSM
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33 votes
Hi all, we appreciate feedback we've received about improvements we could make to the Dashboard that'd better serve your needs. You may've heard that we have a new Homepage that'll replace the Dashboard and will be released to all customers over the next few months.
With updated technology the new Homepage is much more responsive and will adapt based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side. 😊
I'll keep you looped in on when this is available to everyone, but in the meantime if you'd like to try it out jump into the demo company!
Sarah Shaw WSM
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39 votesSarah Shaw WSM
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170 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
Sarah Shaw WSM
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10 votesSarah Shaw WSM
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49 votesSarah Shaw WSM
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45 votes
Thank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.
We will continue to track the interest here, and share if anything changes.
Sarah Shaw WSM
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146 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Sarah Shaw WSM
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723 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
Sarah Shaw WSM
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11 votes
An error occurred while saving the comment Sarah Shaw WSM
commented
It would be very very useful for reporting to be able to choose the format of the placeholders.
We would prefer the placeholder for Month and Year to be in the format MmmYY eg Nov24
But any reduction to the full month placeholder being reduced to 3 characters eg. Nov or NOV would be a big improvement
Sarah Shaw WSM
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This is a great idea.
We have a specific nominal code setup as a current asset called "Billable Account" that we use to code all costs to that are billable to customers. Then when the sales invoice is raised to recharge that cost to the customer the amount is credited to the same nominal code to 'clear it' from the ledger.
If by coding a cost to that nominal code it automatically marked it as a billable expense that would be fantastic!
Not sure how the allocation to a customer would work though?
Perhaps I think as originally suggested that the customer is associated to the nominal code used therefore allocated automatically when that code is used, that would work for us.
Or to be able to batch assign costs to a customer later, for us we use the cost categories and we could use those to determine which customer to allocate the cost to. If there was a function to allocate them in batches this would also work well.