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6 results found

  1. Files - Quickly add new contacts directly from Files uploads

    1 vote

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    0 comments  ·  Contacts & files » Files  ·  Admin →
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    submitted  ·  System responded

    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. 🙂

    Melanie Burgess shared this idea  · 

  2. Xero Files: Simple email address for email to files

    18 votes

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    submitted  ·  4 comments  ·  Contacts & files » Files  ·  Admin →
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    Melanie Burgess supported this idea  · 

  3. Smart document capture - Ability to assign billable expense

    2 votes

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    1 comment  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah perfect thanks for the confirmation and the screenshot, Jayne. Just wanted to make sure I understood correctly. 🙂

    Being a relatively new feature this is still being developed and I've made sure to share your feedback on with the team. Can appreciate how you'd find this useful to add directly when reviewing the transactions from the Files inbox.

    For now, you'll need to open the bill once Saved from within the Purchases section to assign the billable expenses.

    We'll keep an eye on the interest this build here, and I'll make sure to share if there are any updates.

    Melanie Burgess supported this idea  · 

  4. Smart document capture - Ability to auto approve transactions to awaiting payment

    12 votes

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    5 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to hear you;'re finding good use in our new Smart document capture 🙂

    I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.

    Melanie Burgess supported this idea  · 

  5. Files - Reduce clicks to access folders

    81 votes

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    64 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.

    Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?

    Melanie Burgess supported this idea  · 

  6. Xero Files - Drag & drop file to Folder

    88 votes

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    33 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.

    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.

    Melanie Burgess supported this idea  ·