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Settings and activity

48 results found

  1. Reconciliation - Make multiple payments without exiting invoice

    33 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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  2. Sales Invoicing - Order acknowledgement

    45 votes

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    17 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

  3. Billable Expenses - Show Bills that have and haven't been assigned as billable expenses

    123 votes

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    58 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
    We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.

  4. Sales Invoice - Mark as shipped or processed

    26 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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  5. Quotes - Title and Summary to flow through to Sales Invoices

    158 votes

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    submitted  ·  92 comments  ·  For small businesses » Business features  ·  Admin →
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  6. Projects - Notes or Description field in Projects

    73 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

    For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

    We're continuing to watch this space and will share if there is any progress. 

  7. Quote - Ability to view previous iterations of a quote

    16 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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  8. Invoice Payment: Stripe - Partial payments

    108 votes

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    submitted  ·  34 comments  ·  For small businesses » Business features  ·  Admin →
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    Jean Marc Zanni commented  · 

    should also exist for bills.

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