Settings and activity
65 results found
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39 votes
Hi team, we appreciate the interest and feedback around surcharging. While this is something our product teams reviewed we want to be open that this isn't something we have plans for developing at this time.
For now, surcharging will continue to be a % fee with no flat rate fee option.
We're continuing to watch the support for this here and will share if there are any updates.
Jean Marc Zanni
supported this idea
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4 votes
Hi Katrina, thanks for raising this with us! We appreciate you letting us know that you're keen to have your organization included in testing if this idea gains more support to move forward. I’ve opened this idea up to the rest of the community so other users can share how important this feature is for their businesses as well. We'll be sure to keep you posted on any updates!
Jean Marc Zanni
supported this idea
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4 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jean Marc Zanni
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53 votes
Hi everyone, thanks for sharing and engaging here.
We've reviewed your idea and now it's up to the community to get behind and support it. We will monitor this space in the meantime for more traction.
Jean Marc Zanni
supported this idea
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14 votes
We're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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3 votesJean Marc Zanni
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9 votes
Appreciate the differing makeups of our customers and the improvements you see that would help your use of Xero.
I want to be open that we don't have planned changes for adding a discount option within Inventory items themselves atm but we will continue to watch the trend in this idea and share if there is any change.
An error occurred while saving the comment Jean Marc Zanni
supported this idea
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111 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
Jean Marc Zanni
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59 votesJean Marc Zanni
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751 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Jean Marc Zanni
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43 votesJean Marc Zanni
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33 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Jean Marc Zanni
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31 votesJean Marc Zanni
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4 votesJean Marc Zanni
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37 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
Jean Marc Zanni
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20 votesJean Marc Zanni
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24 votesJean Marc Zanni
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53 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how useful it would be to see the details of the payments on the Contact activity page.
The product team have reviewed this and it's something they would like to explore, though it isn't currently on the roadmap. This idea remains open for votes and comments, so please continue sharing your experiences here as your input helps us understand how this feature could support your workflows.
Jean Marc Zanni
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12 votesJean Marc Zanni
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10 votesJean Marc Zanni
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I do not know about other Xero user, but I find it strange that for invoicing, we cannot handle shipping properly.
I am a master dealer for a product. I have set-up default discount for my customers. That works great... Execpt for the incidental costs like shipping, Import/Export taxes and the like.
When creating invoice I pull items from the product list and the discount is applied. That is good. Since Invoice do not have the ability to add shipping costs, I have to add that line manually like a new item. Automatically whether I use the preset "Shipping" product I added or when later I bill the customer using billable expenses, Xero automatically applies the discount... Which I do not always remember causing a lot of grief...
Most of the professional invoice I receive, Shipping a separate line Item added after the Subtotal... this would be the best way to handle it.
Also when a Billable Item is added to an invoice, I do not think it is good for us to give discount on something we already paid...