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200 results found
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55 votes
Hi community, excited to share an update as our product team look to develop and enhance our quotes experience in Xero.
They'd like to solve for the needs in this idea, and as part of their discovery would love to engage some users here for early access - You'll get to try it out, share feedback directly with product, and help shape this new quotes feature.
We're looking for roughly 15 users that'll make use and be willing to give insights back to the team on their workflows and impressions of the new experience. If this sounds like something you'd like to be involved in please take a few moments to fill in our form here. ✍️
I'll be back to share where this works leads and next steps around this idea. 😊
Andrew Syme
supported this idea
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254 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
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Andrew Syme
supported this idea
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68 votes
Hi team, you'll have seen that we have introduced a new Invoice template editor that will soon replace the Standard branding in organisations.
While fonts are limited at present, and we don't have intentions of developing the ability to support every font imaginable our product team are very interested to know if there are specific font's your business would typically use and like to see added.
Please do share in this thread and I'll keep you updated if further options are added to the new Invoice template editor.
Andrew Syme
supported this idea
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23 votesAndrew Syme
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67 votesAndrew Syme
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44 votesAndrew Syme
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252 votes
Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
Andrew Syme
supported this idea
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140 votes
Hi everyone, thanks for sharing your thoughts on having a payroll report that calculates payroll state tax. We understand some of you are required to calculate tax across multiple states.
While we don't currently have a report which calculates earnings based on state, some of you have mentioned workarounds such as using the Payroll Activity Summary report. This report includes earnings totals and can be filtered by a date range and employee groups.
We recognise the value a report of this nature could have for our customers and it’s been added to the wider pool of ideas for our product team to consider for future development.
While it’s not on our immediate roadmap, we’ll be sure to keep you looped in if there’s any progress.
Andrew Syme
supported this idea
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24 votesAndrew Syme
supported this idea
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96 votes
Hi everyone, we recognise that a more customisable payslip would provide greater clarity for your employees, better reflect your brand, and save you valuable time.
This isn’t in our immediate roadmap, however we get the benefit this would bring, and it’s on our radar for potential future development. Our product team will consider this idea as they do further roadmap planning.
We’ll update you here if we have any news to share. Thanks
Andrew Syme
supported this idea
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7 votes
Hi Faris, generally as a bill is received prior to payment so currently it's expected that the bill would already exist in Xero when reconciling.
Appreciate your example of where this could create efficiency and we'll get an idea of the support in this here. 🙂
In the meantime, depending on your type of sales you may find an integration in our App Store that could serve by automatically creating the transactions in Xero.
Andrew Syme
supported this idea
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161 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
Andrew Syme
supported this idea
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6 votes
Thanks for the engagement on this idea, team. You may have noticed over the past year we have made some updates to the Bills list screen that allows you to choose which columns to view, as well as introducing quick view which should make it a bit easier to see the tax and amounts you're after without needing to navigate away from the list.
Just to confirm while you can add Total, as column there is no tax amount column right now, and this isn't something we have planned atm however we'll continue to watch the appetite here.
Andrew Syme
shared this idea
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8 votesAndrew Syme
supported this idea
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7 votes
Hi everyone, appreciate the added input since our last update here.
To be transparent, there are no plans to add the option to select and bulk action invoices from the All tab in the roadmap at present.
We'd like to continue to track the interest in this from our community here, and if there are any updates I'll make sure to share.
Andrew Syme
supported this idea
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31 votes
Hi team, we appreciate the continued support in this idea and added detail of the needs here.
Being transparent enabling the ability to manually send invoice reminders is not in our teams roadmap.
As noted in our last update in lieu of this feature an option is setting up a custom email template and manually sending invoices in bulk from the invoice list.
A new feature which we are in the process of releasing may also help some here - Payment follows ups powered by JAX is beginning to roll out to users. This will build out a customised plan for chasing invoices for Contacts you turn it on for. You'll also have the ability to pause or stop follow ups for contacts at any time.
Andrew Syme
supported this idea
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7 votes
Hi everyone, not seeing a lot of interest in this idea overtime and with no plans in the roadmap we will update this idea to Not in pipeline.
While we appreciate why users would like a report containing all these details, this isn't something we have plans to develop.
As previously suggested it's possible to export your list of suppliers from contacts that includes email and bank details.
In relation to spend within a period, you could run the Payable Invoice Details report which can be grouped by Contact and run for a period to view the items purchased and the accounts these were coded to.
It may also be worth noting that Email can be included as a column when running the Aged Payables Detail or Summary reports.
Andrew Syme
supported this idea
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16 votes
Hi everyone, confirming here that Smart Lists in Xero only work for Customer lists at present.
That said, while not a report you can actually use JAX to provide you a list that you could then use and reference to the left side of your screen while you check and bulk archive from your Contacts list.
As an example you can ask JAX something like "I want a list of all Supplier contacts that I have not purchased from in the past [x] months" 😊
Andrew Syme
supported this idea
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31 votes
Hey team, just rounding back on this again - Apologies, as I can see that the option of assigning expenses has been offered here as an alternative earlier.
Being open, right now this is not a feature we have any plans for developing and would still recommend billable expenses the best method for the time being. However, appreciating the rational for why you'd still like a direct copy to bill button we'll shift this idea to Gaining Support and continue to gauge traction around this from community.
Andrew Syme
supported this idea
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20 votes
Hi team, we appreciate the continued support in this idea.
It's great to have the examples you've shared of why being able to see the cost price of an item upon quote creation is important.
We want to be upfront that we don't have any plans in our roadmap for adding an items cost price within Quotes, however I'd like to share that earlier this year we did release an updated permissions set for inventory that can work alongside the Sales and Purchase(formerly Invoice only) roles. Along with this we are currently working on additional permission controls for reports which may help in some of the needs here where a staff member may need access to inventory without full access to other areas of Xero.
Andrew Syme
supported this idea
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