Settings and activity

32 results found

1. Sales Invoices - Issue progress payments on invoices for project/instalment

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   114 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your feedback around being able to issue progress payments on sales invoices.

   Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.

   We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.

   While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.

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   Andrew Rushworth commented  ·  27 February, 2025  ·  Edit…  ·  delete…

   You may like to try this suggested workaround for Customer Deposits (2 Videos - Part 1 & Part 2)

   https://www.loom.com/share/7b221bb33b834db3a51ba40ed98f7baa

   https://www.loom.com/share/b0251e54657e4d82b189a6780d0dc79d

   Save Submitting...
   Andrew Rushworth supported this idea  ·  04 May, 2022

2. Invoicing - Customers to pay deposits on invoices

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   143 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.

   In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.

   However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.

   While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.

   We’ll be sure to keep you updated on our progress right here on this thread. Thanks for being involved and sharing with us through community product ideas!🙂

   Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.

   In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.

   However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.

   While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.

   We’ll be sure to keep you updated… more

   Andrew Rushworth supported this idea  ·  13 January, 2024
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   Andrew Rushworth commented  ·  13 January, 2024  ·  Edit…  ·  delete…

   Here's two videos that show how I process Customer Deposits. It maybe useful...

   https://www.loom.com/share/7b221bb33b834db3a51ba40ed98f7baa?sid=96b121b3-e941-4b61-9e56-50490af4d1b5

   https://www.loom.com/share/b0251e54657e4d82b189a6780d0dc79d?sid=b3c08ff4-994a-41bc-b53f-14548c3c6850

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3. Reconciliation: Find and Match - add filters for date ranges

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   submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Andrew Rushworth supported this idea  ·  07 March, 2023

4. Xero Expense - Assign Approver for multiple submitters

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

   Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.

   Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.

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   Andrew Rushworth commented  ·  01 December, 2022  ·  Edit…  ·  delete…

   Try Ezzybills (a Xero add on). Works great, cheap & good support if you need it.

   I think you'll be waiting a while before Xero adds this functionality when such a good add on such as Ezzybills is available.

   (I've been waiting 10 years+ for deposit/instalment invoices (sales order functionality to be added)

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   Andrew Rushworth commented  ·  01 December, 2022  ·  Edit…  ·  delete…

   I think you'll be waiting a while before Xero adds this functionality when such a good add on such as Ezzybills is available.

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   Andrew Rushworth commented  ·  01 December, 2022  ·  Edit…  ·  delete…

   Try Ezzybills (a Xero add on). Works great, cheap & good support if you need it.

   Save Submitting...
   Andrew Rushworth supported this idea  ·  04 May, 2022

5. Contacts - Allow multiple addresses for a single contact record

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   422 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

   We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

   We appreciate your patience as we work through the complexities of adding this to ensure a robust and user-friendly solution. We'll provide further updates as we move forward with the development.

   Thank you again for your passionate feedback and for helping us prioritise the features that matter most to your businesses.

   Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

   We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

   We appreciate your patience as we work through the complexities… more

   Andrew Rushworth supported this idea  ·  13 July, 2022

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

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   259 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  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 today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   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… more

   Andrew Rushworth supported this idea  ·  13 July, 2022

7. Global Search - Search items by Description

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   73 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm. 

   We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks 

   Andrew Rushworth supported this idea  ·  13 July, 2022

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

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   submitted  ·  24 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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9. Chart of Accounts: Disable Reconciliation to Specific Accounts

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   submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Andrew Rushworth supported this idea  ·  13 July, 2022

10. Invoices/Bills - Feature to 'write off' as bad debt

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    14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Andrew Rushworth supported this idea  ·  13 July, 2022

11. Fixed Asset - Partial disposal of an asset

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    58 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 

    
    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.

    
    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

    Andrew Rushworth supported this idea  ·  13 July, 2022

12. AU Tax - Running balance available in Xero Tax to check amt payable

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Andrew Rushworth supported this idea  ·  04 May, 2022

13. AU Tax - Franking Account: Ability to reorder rows chronologically

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Andrew Rushworth supported this idea  ·  04 May, 2022

14. AU Tax - Practice wide ability to choose Default Postal Address to be Client Address

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    submitted  ·  18 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Andrew Rushworth supported this idea  ·  04 May, 2022

15. Xero Tax - Export data in CSV format

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Andrew Rushworth supported this idea  ·  04 May, 2022

16. Xero HQ - Notification when a return is rejected by the ATO

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Andrew Rushworth supported this idea  ·  04 May, 2022

17. Workpapers - Integration of bank statement request portal

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Andrew Rushworth supported this idea  ·  04 May, 2022

18. Practice Manager - Highlight/banner for notes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

    Andrew Rushworth supported this idea  ·  04 May, 2022

19. Practice Manager | Clients - Date of death field for client details

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

    As soon as there's more progress we'll share an update on this, with you all here.

    Andrew Rushworth supported this idea  ·  04 May, 2022

20. Purchase Order - Delivery Date for each line item

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    5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.

    However, if anything changes in this space, we’ll update you on this idea!

    Andrew Rushworth supported this idea  ·  04 May, 2022