Settings and activity
11 results found
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21 votes
Sindie Venter
supported this idea
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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 🤝
Sindie Venter
supported this idea
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1,284 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Sindie Venter
supported this idea
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93 votes
Hi community, thanks for continuing to engage, and sharing your needs in adding more layers to your chart of accounts structure.
We know especially for some of our US customers that this can sometimes be a show stopper in using of Xero.
Right now, we do have a product team that have begun exploring the efforts that'd be required to implement a change of this nature - while we can't commit to any development at this point we'll share any progression with you all here. Thanks
Sindie Venter
supported this idea
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722 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
Sindie Venter
supported this idea
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80 votes
Hi everyone, we hear how manual communication to the right person about which bills need their attention can be time-consuming, especially as teams grow.
We’re pleased to let you know that we’re developing a bill approval workflow in Xero. It’ll let admins choose named approvers and set routing rules, so bills can be automatically directed to the right person (rather than relying on inboxes, spreadsheets or verbal follow-up).
Approvers will be able to see the bills waiting for them in Xero and receive an email when their step becomes active, making ownership clearer while keeping the bill, approval decision and history together in one place. You can find more detail in our bill approvals update on The Long and Short of It 😊 - We’ll share more as this feature lands!
An error occurred while saving the comment Sindie Venter
supported this idea
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3 votes
Thanks for sharing this idea.
We can see the value in having the approver’s name visible in the Bills to pay view so it’s easier to identify who approved a bill without needing to open it.
We’re moving this idea to Gaining Support while we gauge interest from the community and better understand how often this would help customers managing bill approvals in Xero.
If this would improve your workflow, please keep voting and add any extra detail about how you’d use it day to day. That feedback helps us understand the need and shape future improvements.
Sindie Venter
supported this idea
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7 votes
Thanks for sharing this idea. We understand the request for a notes or memos feature when reviewing bills awaiting approval. Having information visible from the approval list could make it easier to understand the context behind a bill delayed approval.
We've updated the status to Gaining Support so we can continue tracking community interest.
Sindie Venter
shared this idea
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15 votes
Hi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.
While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.
Sindie Venter
supported this idea
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28 votes
Hi team, we appreciate the interest in being able to pin contact notes so these show more prominently.
Right now, as you may be aware there is a Notes field (separate to the Files & Notes on a contact s record). This is within the Contact Information section when adding or editing contact details.
Information you enter here will be shown on the Contact main page to the right side of the screen and can be edited as needed
Being open we don't have plans for enabling the ability to pin a note on a contact at present but will continue to track the interest in this through the community. Thanks
Sindie Venter
supported this idea
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808 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Sindie Venter
supported this idea
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An error occurred while saving the comment Sindie Venter
commented
Attention/Telephone Book Dropdown for Contacts
It would be very useful if Xero included an Attention/Telephone Book feature within Purchase orders
The idea is to have a dropdown list of contact persons as Each Purchase order doesn't necessarily go to the same person in the company. Each contact person would have their own telephone and mobile number stored in the system. When creating purchase orders, users could simply select the appropriate contact person from the dropdown, and their details would automatically populate the Attention field.
It would be highly beneficial if users could filter bills based on the assigned approver. Currently, there is no easy way to view all bills awaiting action from a specific approver, making it difficult to monitor approval workflows and follow up on outstanding items.
A filter by approver would allow finance teams to quickly identify which bills are assigned to each manager or department head, improving visibility and accountability throughout the approval process.