Settings and activity
113 results found
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44 votes
Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.
Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.
- You can also use an advanced invoice template to show this on the invoice to your customer.
Outside this service, while not automated there are ways to represent and pass on fees to your customers;
- Add detail to your invoice payment terms so this is clear to your customer
- If there is a default fee that'd be charged you might like to set this up…
Sarah Pemberton
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265 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
Sarah Pemberton
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43 votesSarah Pemberton
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237 votesSarah Pemberton
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15 votes
Hi team, we appreciate the input and feedback on how a merge field for an individual contact's payment terms would be useful.
While we're making improvements to the branding experience with our new invoice template editor, we want to be upfront that we don't have immediate plans for adding more merge fields for advanced branding themes.
We'll continue to watch the appetite here and share if there are any updates. Thanks
Sarah Pemberton
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9 votesSarah Pemberton
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28 votes
Thanks for your support and feedback on how visibility of the transactions related to stock on order and committed would be handy.
While we've been making a few improvements to inventory and Purchase orders recently I want to be open this is not a capability we have planned as yet.
Our product team have reviewed and will consider how they may provide more visibility in future, so I will share if there are any updates for you here.
Sarah Pemberton
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15 votesSarah Pemberton
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126 votesSarah Pemberton
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20 votesSarah Pemberton
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11 votesSarah Pemberton
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129 votes
Hi everyone, we appreciate your patience & would like to thank everyone who’s shared their thoughts and supported this idea.
Xero's payroll reports do currently offer some options to adjust columns, filters & layout. However we hear & understand the need for having additional information & more flexibility with payroll reporting, including the ability to customise & save reports for future use.
Being open here, these improvements are not in our current pipeline. However we'll use this feedback to shape how we plan future improvements in Xero Payroll reports.
Sarah Pemberton
supported this idea
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225 votes
Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.
I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:
- A 60-minute video interview where we share early concepts and ask for your feedback
If you'd be interested in participating and giving your time, please complete this short survey -
- Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!
Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁
Sarah Pemberton
supported this idea
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79 votes
Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update do just wanted to let you know how it's going.
We've reviewed this idea and have moved it to Gaining Support status.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Sarah Pemberton
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37 votes
Hi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
Sarah Pemberton
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11 votesSarah Pemberton
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1,282 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Sarah Pemberton
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42 votesSarah Pemberton
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14 votesSarah Pemberton
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54 votesSarah Pemberton
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