Settings and activity
60 results found
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93 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
Vanisha McManus
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13 votesVanisha McManus
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704 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Vanisha McManus
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11 votesVanisha McManus
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95 votes
Hi team, we appreciate wanting more flexibility in expense permissions and that for some businesses a multi-level approval process is necessary.
Though we are continuing to develop Xero expenses to encompass more tools and features our customers are after, we want to be upfront that we don’t have any plans to change expense permissions on our current roadmap.
We will continue to assess your feedback and consider ideas like this as our plans evolve. If there is any change we will share an update.
Vanisha McManus
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17 votes
Thanks for your idea, Ian. We'll start to get a sense of the interest from community in searching and sorting by the Spent by field from your post here.
Vanisha McManus
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8 votesVanisha McManus
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4 votes
Thanks for sharing, Matthew. We don't have any plans for making this field mandatory atm but appreciate the extra steps of having to redo if it's been overlooked. We'll start to get a sense of the wider interest for this here.
Vanisha McManus
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28 votesVanisha McManus
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42 votes
Hi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended.
For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks
Vanisha McManus
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19 votes
It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct?
Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record.
Vanisha McManus
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13 votesVanisha McManus
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7 votes
Hi team, we appreciate how identifying duplicated bank account numbers, and highlighting new payees in batch payments could make payment reviews quicker and provide extra confidence before approval.
We have a new feature that'll soon be rolled out o customers centred around bills protection. This feature will help by screening bills before payment and flagging first-time payees.
Being upfront it's focused on the bills workflow rather than batch payment, and checks for bank-detail changes or mismatches, rather than duplicated bank account numbers across payees.
We’ll continue to consider how these safeguards can be presented in the payment review experience.
If there's any news of improvements that meet needs here I'll be back with an update.
Vanisha McManus
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22 votesVanisha McManus
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17 votesVanisha McManus
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62 votesVanisha McManus
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41 votes
Thanks for sharing this idea team, we know this is somehting that has been asked for a lot. At this time we are moving this to Gaining Support so others 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.
Vanisha McManus
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21 votes
Thanks for sharing this idea. We can understand how allowing customers to accept selected line items within a quote could make it easier to manage proposals that include optional services or products, without needing to create and send revised quotes.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this capability would improve your quoting workflow, add your vote and share the types of quotes or scenarios where line-by-line acceptance would be most useful.
Vanisha McManus
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7 votes
Thanks so much for sharing your idea!! We can see how helpful it would be for Xero to automatically notify you when a customer is close to, or has reached, their credit limit.
Our Community team has reviewed your idea and we’ve now moved it to Gaining Support.
Other community members can now vote on your idea and add comments to share more detail about how this kind of notification could improve their experience with Xero 🤝
Vanisha McManus
supported this idea
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18 votes
Appreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce.
In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.
Vanisha McManus
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