Settings and activity
18 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Matthew Chartres
shared this idea
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60 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Matthew Chartres
supported this idea
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An error occurred while saving the comment -
56 votes
An error occurred while saving the comment Matthew Chartres
commented
+1
Ongoing engagements (rather than projects with a defined timeframe and scope) often entail unique, one-off tasks that we would like to be able to add and close as completed, thinking of tasks as mini projects.
Matthew Chartres
supported this idea
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57 votesMatthew Chartres
supported this idea
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79 votesMatthew Chartres
supported this idea
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114 votesMatthew Chartres
supported this idea
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125 votesMatthew Chartres
supported this idea
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11 votes
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
Matthew Chartres
supported this idea
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28 votes
Thanks for your detailed feature request to introduce task categories and sub-tasks in Xero Projects.
We’ve reviewed your submission and have now moved it to the Gaining Support stage.
This means the idea is live on the forum for other members of the Xero community to add their votes and comments. Our team keeps an eye on the ideas in this stage and uses the number of votes and the shared use cases to gauge demand for new features.
Thanks again for taking the time to share your feedback and help us improve Xero.
Matthew Chartres
supported this idea
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4 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Matthew Chartres
supported this idea
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11 votes
Hi Nicole 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. We will continue monitoring this space for more traction.
Matthew Chartres
supported this idea
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11 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.
Matthew Chartres
supported this idea
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117 votes
An error occurred while saving the comment Matthew Chartres
commented
The time tracking feature within Projects is not suitable for staff to use as the interface is way too clunky for day-to-day use, and it should be expected that organisations will have their own time tracking software, so bulk upload is essential. Manually copying total hours per employee per project task (never mind individual entries) over to Projects is a big drain on my time each month.
The insights available through the Projects module are great, but the module does need fundamental improvements.
Matthew Chartres
supported this idea
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5 votesMatthew Chartres
supported this idea
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176 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Matthew Chartres
supported this idea
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41 votes
Hey community, thanks for your sharing and supporting this idea.
We wanted to share for those that may not already know - right now you can combine multiple bills to mark them as paid in a single batch payment? Bills display separately in Xero, but bills for the same supplier are combined in the payment file, so each supplier receives a single payment and reference. Appreciate that this may not help for all workflows of those who voted for this idea so we'll continue to monitor interest and feedback on the idea.
Matthew Chartres
supported this idea
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17 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
Matthew Chartres
supported this idea
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30 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed your comments and can see the that this idea has been gaining a lot of support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Matthew Chartres
supported this idea
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+1
and include the ability to track 'Tasks' and 'Expenses' against a single estimate rather than their own separate estimates.
Use case example:
We estimate that a task will take 30 hours, but depending on our internal resource availability, these hours could be a mixture of :
1. Time entries from our own employees, which are logged to the 'Task'; or
2. Hours charged by subcontractors, which are logged as 'Expenses'.
Currently, there is no way of seeing how the total hours (employee + subcontractor) compare with the task estimate. It is not useful to use the 'Project' estimate, as this often includes other tasks that I do want to monitor separately.