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5 results found

  1. Document pack - Select email to receive notification for signed pack

    11 votes

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    4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Rene Robertson commented  · 

    We have staff that have use Xero with a personal email. Invoices are set up so if the client replies to the invoice it goes to our reception email address. But the document pack notifications go to her personal email address & she she has to forward to reception.

    Rene Robertson supported this idea  · 

  2. Invoicing: Calculate and charge interest on overdue invoices

    56 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Rene Robertson commented  · 

    Yes this is one thing we miss about MYOB. Definitely a function that is missing and would be handy.

    Rene Robertson supported this idea  · 

  3. Sales Invoices - Ability to print invoices in Xero in one click

    87 votes

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    submitted  ·  21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rene Robertson supported this idea  · 

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

    581 votes

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    167 comments  ·  For small businesses » Business features  ·  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…

    Rene Robertson supported this idea  · 

  5. Workpapers - Integration of bank statement request portal

    103 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rene Robertson commented  · 

    It would be great to have access to the clients Bank statement to confirm Xero data is correct. I am surprised at how many clients struggle to supply a bank statement!