Settings and activity
55 results found
-
113 votes
Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
Pam van Muijen
supported this idea
·
-
44 votes
Hi everyone, thanks sharing how important it is to be able to reserve inventory for pre-sales, or consignment.
We appreciate hearing your needs in setting stock aside before it’s invoiced, and in some cases working across multiple locations or warehouse setups.
We are currently in the process of releasing backorders capability which is designed to help tracked inventory users approve a sales invoice even when there isn’t enough stock available at the time. When that happens, the stock you do have available is allocated first, and the remaining quantity is placed on backorder. As more stock comes in, Xero will then automatically allocate it to the oldest approved backorders.
While this release doesn’t provide a way to reserve stock in advance for consignment, pre-orders, or particular customers and locations, it may still help some businesses that are currently needing to wait for stock to arrive before they can approve and…
An error occurred while saving the comment Pam van Muijen
shared this idea
·
-
56 votesPam van Muijen
supported this idea
·
-
165 votes
Hi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
Pam van Muijen
shared this idea
·
-
62 votes
Hi community, we appreciate the support in this idea and apologise for not engaging here sooner. Thanks for sharing how important this workflow is for your business.
Our current deposits release is focused on approved invoices, where a business can request an upfront deposit and then collect the remaining balance later on that invoice.
However, we know for some businesses this needs to begin earlier from the quote stage. While we consider how we might expand deposits in the longer term we want to be upfront that converting a quote to a deposit and remaining amount invoice isn’t in the roadmap as yet.
We’ll keep this idea updated as there’s more to share on the future of deposits with Xero.
Pam van Muijen
supported this idea
·
-
101 votes
Thanks for your interest and sharing how improvements to Xero Inventory could enhance your experience using Xero.
Tracking of inventory for manufacturing isn't something we have direct plans of right now, however as you may have seen from my update on this idea we have started exploring development for bundling of inventory in Xero.
At this point, our product team have some early concepts and they'd like to engage our community for feedback on these.
Knowing your interests here, we'd like to invite you to share back on the teams work for bundling inventory. If you'd be able to give some of your time, please fill in this short form.
Depending on interest we may not be able to involve everyone, however we'll come back to share any further progress of this with you here.
Pam van Muijen
supported this idea
·
-
68 votesPam van Muijen
supported this idea
·
-
116 votes
Hi team, I'm pleased to share that backorders capability is now in the process of rolling out to customers.
Once available in your org, you'll be able to approve sales invoices for tracked inventory even when there isn't enough available stock.
Your available stock will be allocated first, with the remaining quantity placed on backorder. As stock comes in it'll be automatically allocated to the oldest approved backorders.
You'll also see clearer inventory visibility through available quantity and backorder indicators in both your invoicing and inventory experience.
We'll keep monitoring feedback as availability expands, and I'll return to share another update once this is available to all users. Thanks!
Pam van Muijen
supported this idea
·
-
43 votesPam van Muijen
supported this idea
·
-
694 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
An error occurred while saving the comment Pam van Muijen
commented
This would be extremely helpful for sending International Customs invoices that require EORI and VAT codes. We are using Xero US version, and there is nowhere to put that information.
Pam van Muijen
supported this idea
·
-
204 votesPam van Muijen
supported this idea
·
-
193 votesPam van Muijen
supported this idea
·
-
225 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Pam van Muijen
shared this idea
·
-
215 votes
Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.
We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.
We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks
Pam van Muijen
supported this idea
·
-
78 votesPam van Muijen
supported this idea
·
Kelly Munro - unfortunately, quotes don't actually reduce inventory or even reserve it within Xero. Inventory sitting in a quote can still be sold out from under the quote. The only place it seems to show up is if you look in the actual inventory item.
Kiri Schumacher - I ran into software called Benchworks that is specifically created for the jewelry business and can handle consignment. Integrates with Xero and Shopify currently. Worth a look!