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5 results found

  1. Workpapers - Check box next to suppliers names when received their statements

    7 votes

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    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.

    While no plans for this at present, we'll get a feel for the interest of this here. Thanks

    Alexandra Elliott supported this idea  · 

  2. Hubdoc - Mark purchases as Paid once reconciled in Xero

    7 votes

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    2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Mark, thanks for this excellent and clearly detailed suggestion.

    We understand the workflow you're proposing: when a bill from Hubdoc is reconciled in Xero, its status should automatically sync back and be marked as 'Paid' in Hubdoc.

    We're grateful for your engagement and for letting us know the changes that matter to you.

    We've reviewed your idea for the 'Paid' status to sync from Xero back to Hubdoc, and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this two-way sync would improve their experience.

    Alexandra Elliott supported this idea  · 

  3. Homepage - Widget for planned bill payments

    37 votes

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    0 comments  ·  New Navigation & Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the insight around why a view of planned bill payments would be helpful - Thanks for feeding back on the new Homepage 😊

    Our product team are closely monitoring feedback we receive on this experience here, and we'll share if there is any update for this with you all.

    Alexandra Elliott supported this idea  · 

  4. Homepage - Global Practice setting

    52 votes

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    0 comments  ·  New Navigation & Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.

    I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.

    Alexandra Elliott supported this idea  · 

  5. Home page - Add Tasks and reminders to take action on

    135 votes

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    13 comments  ·  New Navigation & Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.

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    Alexandra Elliott commented  · 

    A fabulous idea!

    Simple reminders, 'to do', follow ups, set deadlines.... for teams, single users, advisors to clients... possibilities would be endless

    customisation would be key for this feature to be really valuable

    Alexandra Elliott supported this idea  ·