Settings and activity

13 results found

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

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   250 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

   Yvonne Norton supported this idea  ·  03 October, 2024

2. Hubdoc - Detect Receipt Edges

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   2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Yvonne Norton supported this idea  ·  02 December, 2022

3. Hubdoc - Allow Hubdoc to read a link in the email

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   6 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Yvonne Norton supported this idea  ·  02 December, 2022

4. Hubdoc - Extract all line item details including inventory items

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   submitted  ·  15 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Yvonne Norton supported this idea  ·  02 December, 2022

5. Workpapers - Ability to edit to meet compliance needs

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Yvonne Norton supported this idea  ·  02 December, 2022

6. Workpapers - Rearrange support documents in workpaper

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Yvonne Norton supported this idea  ·  02 December, 2022

7. Workpapers - Integration of bank statement request portal

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Yvonne Norton supported this idea  ·  02 December, 2022

8. Workpapers - Integrate with the Xero trial balance

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   submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Yvonne Norton supported this idea  ·  02 December, 2022

9. Workpapers - Ability to use Custom Excel Templates

   155 votes

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   2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Yvonne Norton supported this idea  ·  02 December, 2022

10. Hubdoc - Document Merge

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    21 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 

    
    

    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 

    
    

    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

    Yvonne Norton supported this idea  ·  11 September, 2022

11. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

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    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Yvonne Norton supported this idea  ·  17 May, 2022

12. Hubdoc - Tick box to download documents by transaction date.

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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    Yvonne Norton supported this idea  ·  06 April, 2022

13. Hubdoc mobile app - Ability to scan invoices without internet connection

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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    Yvonne Norton supported this idea  ·  06 April, 2022