Settings and activity

5 results found

1. Sales Invoice - Include files attached to an invoice when sending

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   submitted  ·  44 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Anthony Cook supported this idea  ·  21 August, 2023

2. Quotes - Insert hyperlink text in description

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   submitted  ·  8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Anthony Cook supported this idea  ·  02 August, 2023

3. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   182 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

   Anthony Cook supported this idea  ·  21 October, 2022

4. Files - Automatically include specific file attachments when sending from Xero

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   submitted  ·  70 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Anthony Cook supported this idea  ·  21 August, 2023

5. Dashboard - Create and customise graphs/reports on the dashboard

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   submitted  ·  12 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Anthony Cook commented  ·  05 May, 2022  ·  Edit…  ·  delete…

   Building on this request. As a starting point, it would be great to customise the timeline of the graphs on the dashboard. I find the graphs for cashflow useful however the bank account graph is only 30 days, and the cash in/out only a few months. I would like to see all my data on the graph and can scroll along to view trends.

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