Settings and activity
244 results found
-
60 votes
Andrew Syme
supported this idea
·
-
3 votes
Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?
For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well.
For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p.
Andrew Syme
supported this idea
·
-
20 votesAndrew Syme
supported this idea
·
-
219 votes
Thanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
Andrew Syme
supported this idea
·
-
10 votes
Hey Jen, thanks for submitting your idea!
Just checking if you're referring to Custom Pay Items, which are already available in Xero Payroll.
If not, could you let us know some examples of custom fields you require, that aren't already available in Xero Payroll?
Andrew Syme
supported this idea
·
-
23 votesAndrew Syme
supported this idea
·
-
80 votesAndrew Syme
supported this idea
·
-
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
·
-
153 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
·
-
3 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
·
-
8 votesAndrew Syme
supported this idea
·
-
3 votesAndrew Syme
supported this idea
·
-
6 votes
Rounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA
Andrew Syme
supported this idea
·
-
11 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
Andrew Syme
supported this idea
·
-
3 votesAndrew Syme
supported this idea
·
-
6 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
·
-
12 votes
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
Andrew Syme
supported this idea
·
-
6 votes
Hi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field.
While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?
Andrew Syme
supported this idea
·
-
28 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
…
Andrew Syme
supported this idea
·
-
14 votes
Hi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
Andrew Syme
supported this idea
·
.jpg){kind=link}