Settings and activity
37 results found
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13 votes
Tasha Longmire
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9 votesTasha Longmire
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17 votes
Hi everyone 🌟, thanks so much for taking the time to share your feedback and ideas with us.
It’s always helpful to hear how customers are using Projects and where there may be opportunities to make the experience even better.
We’re moving this idea to Gaining Support so we can continue to gather interest and learn more about how this could add value for customers.
If this is something you’d like to see, please keep voting and feel free to add any extra detail in the comments about how this would help your workflow.
We really appreciate you sharing your thoughts with us and helping us continue to improve Xero Projects.
An error occurred while saving the comment Tasha Longmire
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3 votes
Thanks for sharing your idea, Laurence.
We'll start to get a sense of the interest from others in the community here - Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
If there are any updates we'll share with you here.
Tasha Longmire
supported this idea
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35 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Tasha Longmire
supported this idea
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An error occurred while saving the comment Tasha Longmire
commented
This is a much needed feature.
We're paying a monthly fee per Project user, when some users don't actually *use* Projects themselves; the user exists purely to keep track of their time entries for invoicing/payroll.
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3 votes
Thanks for bringing this idea to the community. We understand the request for Xero Projects invoices to automatically use the product or service description from your inventory items. Having those descriptions flow through could reduce manual edits and help create more consistent, detailed invoices.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to see it work.
Tasha Longmire
shared this idea
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73 votes
Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
An error occurred while saving the comment Tasha Longmire
commented
I commented already but am commenting again as this is a suggestion for a core feature that is continuing to garner support, meanwhile there are still no plans of implementing it? It has been over 10 years since it was first suggested, BY XERO!
Is it really that hard to set a default across Xero so that billable expenses use the associated sale price for the product?
It is extremely frustrating checking the product and service list to confirm that Xero, without fail, did NOT use the sale price we have recorded. For being an accounting software that we pay almost $100/mo for, there is a seriously uncomfortable amount of room for error.
An error occurred while saving the comment Tasha Longmire
commented
This really needs to be added. It is extremely time consuming to check if a mark up has been applied for numerous line items on invoices.
I have noticed when assigning a billable expense to a contact, the cost price is what is used on the invoice, regardless if the expense is in the product/services list with a set sell price.
However, when assigning a billable expense to a project, the sell price is applied if the billable expense is in the product/services list. Though if it is a line item that is not a product/service, there is no markup added.
This causes a lot of confusion and drastically increases the possibility of incorrectly charging customers when invoicing. This needs to be fixed.
Tasha Longmire
supported this idea
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20 votes
Thanks for submitting your idea on Xero Product Idea's, Tasha. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
An error occurred while saving the comment Tasha Longmire
commented
I would like to say again how necessary this increase is.
There is a suggested workaround to put the item code in the purchase description, but it does not work when entering bills as it is the ONLY time Xero does not use the product description. When invoicing and searching in the P&S list the description is used, but on bills it only uses the item code and name, which are both limited.
This limit is significantly increasing the time spent entering bills and increases the likelihood of human error. Please work on adding an increase to at least 50 characters for the item code, if not more. There are requests from 2.5 years ago for this limit to be increased. If that cannot be done, fix Xero so it will use the description when entering bills like it does for invoicing.
Tasha Longmire
supported this idea
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Tasha Longmire
shared this idea
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1,114 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Tasha Longmire
supported this idea
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167 votes
Hi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.
The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.
We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.
An error occurred while saving the comment Tasha Longmire
commented
Considering there is no way to change the width of the columns in a report, there should be the option to change the orientation.
There is a lot of white space on the exported report and it causes wasted pages (If I press Ctrl+P to print while viewing the report in Xero it is 2 pages, but when exported as PDF/Excel it becomes 5 pages)
Tasha Longmire
supported this idea
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34 votes
Hi community, thanks for your on-going feedback through this idea.
We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.
Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.
We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.
You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.
Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future…
Tasha Longmire
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14 votesTasha Longmire
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29 votes
Hi community, our product team have started exploring some improvements in inventory in Xero with the ability to bulk update the sales price of inventory items by a percentage being one they've set their eyes on!
For now, we'll shift to Under review and I'll be back to share more when there's news 😊
Tasha Longmire
supported this idea
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33 votesTasha Longmire
supported this idea
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An error occurred while saving the comment Tasha Longmire
commented
Even being able to use the multiply feature in the product info would be helpful.
Its annoying that I can use * or / in invoices and bills to pay, however when it comes time to update a products price or create a new product file, I have to use an external calculator because the function is not allowed for some reason.
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35 votes
Hi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.
This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.
As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange…
An error occurred while saving the comment Tasha Longmire
commented
There needs to be clear-cut option for allowing other users within the org. to refresh the feeds without needing to activate the feed under their own login.
Sidenote: I had the ability to refresh feeds for months, lost it yesterday, and now have it back; am waiting for a response from Xero support with an explanation of why this is as I am NOT the user that activated the account and therefore shouldnt actually be allowed to refresh the feed based on what they've said re: MFA.
Tasha Longmire
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199 votesTasha Longmire
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129 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
An error occurred while saving the comment Tasha Longmire
commented
A much needed feature for businesses that use Projects. We have hundreds of projects, and some customers have multiple open projects. Adding a note to the individual transactions or contact file is NOT a sufficient work around. I need to be able to see the projects status at a glance, not dig through tons of transactions.
This is the 16th comment since the last update by Kelly, can this feature please be added?
Tasha Longmire
supported this idea
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69 votes
Hi community, circling back on this idea we want to be upfront that we don’t have plans in the near term to add Description as a column in the Invoice list.
That said, we really appreciate everyone who shared their use cases, and our new JAX tool may help with many of these needs.
With JAX, you can ask questions about your invoices, such as:
- “Show me invoices from the last 30 days that include <product or description>”
- “Summarise my last 20 invoices in a table, including a summary of the product and/or description for each line item”
While we’re not planning to add this field directly to the Invoice list, I’d really encourage you to give JAX a try and see whether it helps achieve what you need here. Thanks
Tasha Longmire
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168 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
An error occurred while saving the comment Tasha Longmire
commented
Yet another voice yelling into the void that this is a necessary feature... Though after 10 years and the update, I don't really have hope this will ever get implemented.
Tasha Longmire
supported this idea
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268 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
Tasha Longmire
supported this idea
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Would be great to have a more in depth breakdown of project statuses.
I am currently using an external spreadsheet to keep track of project status/notes, which is time consuming and inefficient. Currently, in the "in progress" tab there are >140 projects for my organization, in various stages of completion, and I desperately need a way to track this information in Xero.
Even a simple dropdown box for each project by the dollar amount where the status can be changed (customizable status options would be fantastic), and filters changed to include/exclude certain project statuses would be extremely helpful in managing projects