Settings and activity
60 results found
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19 votes
Hi there, we appreciate you raised this a little while ago. It's currently possible to import project time to timesheets, however the rate is generally imported as the regular earnings rate.
This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
David Dixon
supported this idea
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47 votes
Hi everyone, thanks sharing how important it is to be able to reserve inventory for pre-sales, or consignment.
We appreciate hearing your needs in setting stock aside before it’s invoiced, and in some cases working across multiple locations or warehouse setups.
We are currently in the process of releasing backorders capability which is designed to help tracked inventory users approve a sales invoice even when there isn’t enough stock available at the time. When that happens, the stock you do have available is allocated first, and the remaining quantity is placed on backorder. As more stock comes in, Xero will then automatically allocate it to the oldest approved backorders.
While this release doesn’t provide a way to reserve stock in advance for consignment, pre-orders, or particular customers and locations, it may still help some businesses that are currently needing to wait for stock to arrive before they can approve and…
David Dixon
supported this idea
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3 votes
Thanks for sharing your idea here Mike, 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.
David Dixon
supported this idea
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29 votes
Thanks for sharing this idea. We’re going to move it to Gaining Support so we can better understand how much interest there is from others who would also find this useful. If this is something more customers would value, that support will help show the demand for adding a project start date and allowing projects to be sorted by date rather than name 🙂.
David Dixon
supported this idea
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45 votes
Hi Dominik, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to add a tracking category option on the transfer when reconciling your bank accounts, 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.
David Dixon
supported this idea
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97 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!
David Dixon
supported this idea
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44 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.
David Dixon
supported this idea
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67 votes
Hi Cody, thanks for sharing such detailed feedback on progressive billing for fixed-price tasks. It’s really helpful to hear how this could support projects that run across multiple stages.
We’ve reviewed your idea and moved it to Gaining support, so it’s now open for votes and comments from the wider community. If others have similar experiences with fixed-price project billing, we’d love for them to add their voice — it helps show how broad the need is and gives the product team clearer context.
Thanks again for raising this, and we’ll keep you posted on any progress.
David Dixon
supported this idea
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63 votes
Hi team, thanks for your engagement and support on this idea. We appreciate the need to have account codes allocated to projects. We will open this idea up for the community to add their votes/support on it. Feel free to share this with your peers and others who may find this feature beneficial. Cheers!
David Dixon
supported this idea
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246 votes
Hi everyone, thank you for sharing how the current tracking limits impact your reporting and tracking of different aspects of your business and processes. We know this is an important capability.
We’re exploring how we might tackle the needs in this idea and enhance Tracking Categories for the future.
While we can't commit to developments at this stage, we want you to know we hear the support and feedback from our community on this.
We’ll provide another update as the direction for this feature becomes clearer.
David Dixon
supported this idea
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4 votes
Hi team, we appreciate interest and the detail you've shared on how being able to upload invoices similar to bills would be valuable to your business.
While not the exact same feature I'd like to highlight our Smart Document Capture that may solve your needs.
Smart document capture will analyse and suggest transactions for your uploaded files, and enables you to select the type of transaction it creates. 🙂 It'd be great to get your feedback if this addresses your use case, here.
An error occurred while saving the comment David Dixon
supported this idea
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1,112 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
David Dixon
supported this idea
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116 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
David Dixon
supported this idea
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2 votes
Thanks for sharing about how we could improve auto bank reconciliation for you. We're continuing to develop this feature and ideas in the forums here will help drive the teams thinking.
I'll be sure to let you know if there are any plans made for how reference is applied in this flow.
David Dixon
supported this idea
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5 votes
Really interesting idea to be explored, Udari. Appreciate the detail in your idea to understand how this can naturally occur.
It's not something we have direct plans of right now, but we'll start to get a sense of interest here and I've shared your idea back with our product teams for consideration as we continue to develop JAX and auto bank rec 😊
David Dixon
supported this idea
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5 votes
Thanks for your idea, antonio. We have another for being able to view the account column that I've added your vote to, and have slightly adjusted the title of your idea for the Tax rate column so we can get a sense of interest in this here. We'll share if there are any updates for this planned.
David Dixon
supported this idea
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18 votes
Thanks for letting us know what changes matter most to you! Your idea is now in the hands of the community.
Now is a great time to share the post with your team and colleagues to gather more votes. We’ve also opened up the comments so others can chime in on how your suggestion would make their experience with Xero even better.
David Dixon
supported this idea
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3 votes
Hey Murray we really appreciate the feedback on the Auto Reconcile beta. And just to clarify we do see the feedback as 'ideas' its just the title we give it when the feature is not currently available but is something that our customers would like to see.
We are moving this to Gaining Support so we can gauge the Community support and sentiment and if this is something others would like to see as well.
David Dixon
supported this idea
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14 votes
Thanks for sharing how we could improve auto bank rec for your workflows, Michelle. We'll start to gather others interest in this from your idea here. Our product team are keeping a close pulse on the feedback in this forum and I'll be sure to let you know if there are any updates.
David Dixon
supported this idea
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9 votes
Aaah, wait apologies I see you mean the reconciled page related to transactions that have been reconciled through auto bank rec.
Good information to share back with the team, and we'll keep a close eye on the interest for this here. Thanks!
David Dixon
supported this idea
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Our business creates our own invoices in Excel then manually enters the PDFs to Xero.
It would be useful to have an 'Upload Invoice PDF' or 'Upload invoices' feature identical to the 'Upload bills' feature when creating a bill. Including uploading multiple invoices.
Auto-filling things like invoice number, contact, date, due date, price, etc. However, it needs to be identical to the 'Upload bills' feature as I don't want it to even try uploading multiple rows/lines trying to imitate our excel generated pdf invoice.
If this feature is not possible, the ability to add a file before adding a contact (similar to the old invoicing framework) would be much appreciated. Not being able to add the pdf file first and view it onscreen, and soon afterwards add the contact and other details impacts my workflow and is insanely inconvenient.
I saw other product ideas suggesting the ability to add a file before adding a contact in New Invoicing get rejected for whatever reason, so adding an 'Upload invoices' feature would hopefully eliminate the need to add the file first (at least for our business) as Xero would be able to get the contact name from the uploaded pdf file and link it back to already established contacts / create new a new contact if needed.