Settings and activity
16 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. 🙂
Ellie Smith
shared this idea
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1 vote
Appreciate you sharing your idea in the forums here, Ellie. Understand it's not a bulk assign feature like you're asking here, however you may find setting defaults for Contacts useful in your flows here.
You can set defaults for tracking for purchase and sales transactions within a contacts record that'l automatically be applied to lines of your quote when that contact is selected.
For now we'll get a sense of interest from the wider community in being able to assign tracking to your quotes in bulk from the idea here, and I'll share if there are any plans made.
Ellie Smith
shared this idea
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3 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. 🙂
An error occurred while saving the comment Ellie Smith
supported this idea
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17 votesEllie Smith
supported this idea
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An error occurred while saving the comment Ellie Smith
commented
When allocating credits on account to an invoice, it would be usedul to be able to select a button next to each payment o accept the credit in full, rather than having to type out the amount every time even if the full amount is being accepted.
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6 votes
Great to hear you like the pay now option on statements, Marney. Can see how it would be useful to be able to include and apply Credit Notes when making payment. We'll start to get a sense of the interest in this from others on your idea and I'll share if there are any updates for you on this.
Ellie Smith
supported this idea
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4 votes
Hi team, it's great to hear how useful you find the quick view in bills and how this would be helpful on the invoice side to help you quickly process invoices.
We don't have immediate plans around this but are keeping a watchful eye on the interest from the idea here and will be sure to let you know if any plans are made. Thanks
Ellie Smith
supported this idea
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An error occurred while saving the comment Ellie Smith
commented
Add a preview option when going through invoices that are awaiting approval / that are in drafts - the same way that can be done for bills.
For bills there's a preview option for this so you can easily go through the bills to be approved without having to click in and then click back multiple times to get back to your list of items to approve like you currenlty have to do for invoices.
We import our invoices from an external system, so like to check that the data has pulled through correctly before approving, but it is very repetitive and annoying having ot keep clicking back multiple times to view your list of items especially when there's usually at least 30 invoices being imported each time.
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14 votesEllie Smith
supported this idea
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3 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. 🙂
Ellie Smith
supported this idea
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25 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!
Ellie Smith
supported this idea
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9 votes
Hi Shelby, thanks for sharing this idea. We appreciate you bringing this to our attention. At present users are utilising tracking categories to track different locations of a project. However we appreciate the need for a seperate field for address. We're moving this idea to gain more support from the community. Feel free to share it with your friends and colleagues so they can add their vote and comments.
Ellie Smith
supported this idea
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10 votes
Hi Michael, thanks for sharing your idea here. We can appreciate the convenience of being able to create an invoice from a calendar date. We'll open this idea up for the community to vote. We'll monitor this space in the meantime. thanks!
Ellie Smith
supported this idea
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20 votes
Hey all, unfortunately there's no news to share on this request at the moment.
Please make sure to share this idea with any colleagues that could benefit from this, so they can add their votes and comments too.
Ellie Smith
supported this idea
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25 votesEllie Smith
supported this idea
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904 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Ellie Smith
supported this idea
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213 votesEllie Smith
supported this idea
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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. 🙂
Ellie Smith
shared this idea
·
When allocating credits on account to a bill, it would be usedul to be able to select a button next to each payment o accept the credit in full, rather than having to type out the amount every time even if the full amount is being accepted.