Settings and activity
9 results found
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85 votes
ChingTing Goh
supported this idea
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69 votes
Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.
We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know
ChingTing Goh
supported this idea
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50 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
ChingTing Goh
supported this idea
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9 votes
Hi team, rounding back here we understand this is a change in flow from what existed in the older experience however we want to be upfront that we don't have any direct plans to change this behaviour in the short term.
Right now, when you first create a Purchase order you will need to add a contact and click Save before you'll be able to attach any files.
You'll remain on the same screen and can then click the Attach files option to drag & drop or upload files to your purchase order.
We're continuing to keep a pulse on the interest this idea receives and I'll be sure to let you know if there are ay updates.
An error occurred while saving the comment ChingTing Goh
supported this idea
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3 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.
ChingTing Goh
supported this idea
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22 votes
An error occurred while saving the comment ChingTing Goh
commented
That function facilitates IRAS or any authority questions a transaction, which can instantly refer to the specific invoice. Reduces the turnaround time for tax investigations or clarification.
Simplifies Reconciliation too.ChingTing Goh
supported this idea
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213 votes
Thanks so much for all your support and input on this idea, everyone.
We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.
A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.
We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.
The idea will remain open for votes…
An error occurred while saving the comment ChingTing Goh
commented
It is critical as part of the internal control which require by internal auditor. I can't believe Xero don't have this report to pull out.
ChingTing Goh
supported this idea
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14 votes
We understand how valuable it'd be to have the option to CC or BCC internal staff and key stakeholders when emailing Statements of Account. You’ve highlighted how this feature would streamline internal communication, support better record-keeping, and make it easier to respond to client queries.
At the moment, while CC/BCC is available when sending individual invoices, this functionality isn’t yet available for Statements of Account, which means relying on manual workarounds.
This idea is now in the Gaining Support stage. If this feature would help you, please vote and share your thoughts to help us prioritise it. The more support it gets, the faster we can work on making it happen!
ChingTing Goh
shared this idea
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25 votesChingTing Goh
supported this idea
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Previously, these actions could be completed during the draft stage, which allowed for better review and completeness before submission. With the current process, there is a higher possibility of missing attachments, as well as additional time required to revisit and update the PO after saving.
Overall, this change appears to reduce efficiency and makes the PO creation process less smooth.
Not understand rationale for this change.