Settings and activity
51 results found
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18 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
Ilse Decruy
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137 votesIlse Decruy
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22 votes
Hi team, we appreciate feedback we have received here on the value being able to see the reference number from within the Quote and Invoices tab within projects could provide.
Being completely open this isn't something we have plans for developing at this time however we are aware of the interest and are continuing to track this idea. If there is any shift in movement we will share an update. Thanks
Ilse Decruy
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43 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Ilse Decruy
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70 votesIlse Decruy
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69 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Ilse Decruy
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30 votes
Hi team, thanks for the extra input and detail in how your business operates in relation to the needs here.
I want to be transparent with you all here that this isn't something we have plans for developing projects for at this time, however are continuing to pay attention to the ideas and improvements our customers would like to see in this feature through these forums. I'll share if there are any updates planned.
Ilse Decruy
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6 votesIlse Decruy
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9 votes
Hi team, we appreciate your feedback on this idea and the recent input around the new navigation. Our product team are considering all feedback we receive on this closely and we'll share if there developments for this with you here.
In the meantime, make sure you share the idea with any colleagues that could benefit from this so they can add their vote here, too.
Ilse Decruy
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114 votesIlse Decruy
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9 votes
That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
Ilse Decruy
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10 votesIlse Decruy
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5 votesIlse Decruy
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9 votes
Hi everyone, thanks for your engagement so far. We can see how having visibility of potential project margins and variance while work is still in progress could help you identify issues earlier and make more informed decisions before a project is complete.
I've updated the status of this idea to Gaining Support so we can continue to track the interest here. If this is something you'd like to see, please keep voting and share how you would use projected margin or variance information in your project workflow.
Ilse Decruy
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66 votesIlse Decruy
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2 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.
Ilse Decruy
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2 votes
Thanks for sharing your idea, Laurence.
We'll start to get a sense of the interest from others in the community here - Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
If there are any updates we'll share with you here.
Ilse Decruy
supported this idea
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14 votes
We appreciate you sharing your idea and letting us know what matters most to you!
Your suggestion has been reviewed and is now live for community support. Be sure to share it with your colleagues so they can add their votes and comments on how it would benefit them.
Ilse Decruy
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An error occurred while saving the comment -
3 votes
It's great to see your ideas and learning about the updates that would make your life easier! We've given your suggestion a look, and now it's up to the community to rally behind it. Definitely share it around with your team or colleagues so they can get their votes in. Plus, keep an eye on the comments—other members can now chime in on how this would level up their Xero experience!
Ilse Decruy
supported this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Ilse Decruy
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It would be extremely useful to be able to edit and customise the Project Reports like we are able to for financial reports. This way we can make them look and feel the way we want to and have only the information we need specifically for what we do and not the generic ones that if you need to have extra information you need to run another report, merge these manually, remove columns and add manual formulas, this can lead to human error so would be nice to have the edit and custom options for this too.