For small businesses

723 results found

1. Increase limits of the Starter Pricing Plan

   I find this very frustrating that you have put a limit of 20 transactions per month on the basic membership. I don't really need all the features of the upgraded membership and would prefer at minimum 30 transactions per month. At least a transaction per day.

   Would be over the moon if you increased the 20 transaction minimum or got rid of it all together. That would be perfect. Seriously considering moving to MYOB in the cloud.

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   0 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
   delivered  ·  AdminDana A (Admin, Xero) responded

   Hi everyone, I want you to know that the conversation has definitely been a topic of interest internally, and your feedback has been taken seriously on how we can improve the Starter plan.
   
   Many of you may have heard the news that we’ve revitalised the Starter plan 🙂 - As of 14 September 2020, existing and new Xero users can benefit from added flexibility in the Starter plan.
   First and foremost, one vital change that I’m sure you’ll be enthused, is that we’ve removed the limit on bank reconciliations! That means no more counting how many transactions you or your client’s reconciled 😌
   We’ve also increased the invoice limit to 20 from 5. That means you’ll have almost one every business day.
   All other inclusions remain the same, so you’ll still have 5 bills and you’ll even continue to have the use of Hubdoc to capture bills & receipts.
   
   See our Blog to hear more on the change and some of the thinking behind it, and you can hop over to our website to view a comparison of plans to find the best suit for you, and your clients.
   
   Thanks for all your contributions surrounding the Starter plan and it’s functionality here - Though I appreciate there are many individual asks and desires noted throughout, with the delivery of our refreshed Starter plan I'll close mark this thread delivered.

   Hi everyone, I want you to know that the conversation has definitely been a topic of interest internally, and your feedback has been taken seriously on how we can improve the Starter plan.
   
   Many of you may have heard the news that we’ve revitalised the Starter plan 🙂 - As of 14 September 2020, existing and new Xero users can benefit from added flexibility in the Starter plan.
   First and foremost, one vital change that I’m sure you’ll be enthused, is that we’ve removed the limit on bank reconciliations! That means no more counting how many transactions you or your client’s reconciled 😌
   We’ve also increased the invoice limit to 20 from 5. That means you’ll have almost one every business day.
   All other inclusions remain the same, so you’ll still have 5 bills and you’ll even continue to have the use of Hubdoc to capture bills & receipts.
   
   See… more

2. Invoices - Preview / Test Button for DOCX invoices

   Adding a preview button when creating an invoice with DocX.

   Purpose: To save time rather than to send a dummy transaction.

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   1 comment  ·  Business features  ·  delete…  ·  Admin →
   delivered  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, this is now possible in new invoicing. 🙂

   You'll find when you 'Preview' an invoice in new invoicing if you have applied an advanced branding theme template to the invoice your customised template will be visible.

   Alternatively, you can also Print PDF or use the 'Get link' to view the invoice, too. 

3. Reporting - Supplier Transaction & Payment Report

   It would be really useful to view supplier invoices and payments on the same report like a Supplier Ledger. Currently I need to view the Expenses by Contact report for invoice history and then go into Bank Account Transactions and search for payments for a particular supplier, and there seems to be no option to print or export out once you search. In other systems this is a standard report and is very handy when checking inter-company transaction history across a group of related entities. Does anyone have a better workaround?

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   0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   delivered  ·  AdminRudi Moritz (Admin, Xero) responded

   Totally appreciate continued interest in being able to see more in your supplier interactions. Now in Oct 2021, we've been continuing to improve & evolve Xero reports.
   
   Along with the series of Contact Transactions reports, there are our Payable Invoice reports, and a fresh Income & Expenses report which can easily be run for just Expenses.
   
   You'll also find the Account Transactions report can be filtered by 'Description' containing contact name, and a filter for 'Source' so you can select the specific transaction types you'd like to view data for.