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2 results found

  1. Amend the Dashboard for Expenses and recent invoice payments to reflect recent payments

    Both the expenses tile and recent invoice payment tiles show an overstated liability.

    The attached screenshot (20080236) shows an invoice which has been part paid and only has a balance to pay of £500, yet the full amount of the invoice is displayed.
    It also shows (20081413) an expenses claim which has had £200 paid and again the full amount is showing as being due.

    Not sure if I have duplicated this issue so would be grateful if you could check - thank you

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
    Existing functionality  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi there, thanks for reaching out! I've looked into this for you.


    The Dashboard tiles are currently designed to show the total invoice amount for any item that remains "Awaiting Payment."


    However, I can see how seeing the remaining balance would be more helpful for your quick-glance liability.


    Because you can already view accurate, remaining balances by clicking into Business > Invoices or Bills to pay, I’ve classified this as Existing Functionality.


    That said, I will share your feedback with the design team regarding how partial payments are represented on the main Dashboard summary.


  2. Suppliers - Add BEE Certificate

    When Adding a Supplier can we add their BEE certificate and their expiry date

    1 vote

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    0 comments  ·  Xero HQ  ·  Admin →
    Existing functionality  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Sasha, thank you for raising this. While Xero does not include a dedicated field for BEE certificates, we have a specific Files tab available under every contact or supplier record. You can easily add a copy of the certificate there. If you require any further assistance, please raise a case directly with our support team.

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