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4 results found

  1. Projects - Bulk upload of time entries for projects

    110 votes

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    submitted  ·  28 comments  ·  For small businesses » Business features  ·  Admin →
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    Vicki Herbert commented  · 

    The Time entry process is very long winded. We either need an interface like clockify or to be able to enter time on projects as a bulk upload

  2. Permissions - Ability to set level of Approvals for different transactions

    9 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.

    To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.

    Vicki Herbert shared this idea  · 

  3. Bank Accounts page - Filter bank accounts by unreconciled

    2 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Vicki Herbert commented  · 

    Filter on unreconciled items

  4. Purchase Orders - Show partial amounts billed

    255 votes

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    107 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.

    With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.

    Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂

    Vicki Herbert supported this idea  ·