Settings and activity
10 results found
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246 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Charlotte Godbolt
supported this idea
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139 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
An error occurred while saving the comment Charlotte Godbolt
supported this idea
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2 votesCharlotte Godbolt
shared this idea
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84 votes
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.
An error occurred while saving the comment Charlotte Godbolt
commented
I would also like to be able to attach important project docs to a project - eg engagement letter with client, statement of work, etc..
Also I would like to be able to enter more detail in the project - eg progressive project phase deadlines and budgets for each phase..
Charlotte Godbolt
supported this idea
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38 votes
An error occurred while saving the comment Charlotte Godbolt
commented
agree they should be able to update their own bank details and addresses etc
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8 votes
Hi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money?
Charlotte Godbolt
supported this idea
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22 votes
If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
Charlotte Godbolt
supported this idea
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76 votesCharlotte Godbolt
supported this idea
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10 votesCharlotte Godbolt
supported this idea
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56 votes
An error occurred while saving the comment Charlotte Godbolt
commented
Hi,
We have a few employees in our organisation that have an official Chinese name, but also a Western name that they se day to day and are know by..
So all their ID is in their official / original name - and this is what the ATO and Super funds know them by - yet everyone else, including peers and external clients will know and refer to them in their chosen western names.
This presents several issues within Xero:
- when we enter them in Xero in the employee details tab by their name in use, the Super fund rejects our payment to their fund.
- when we enter them in Xero under their official name, Projects/ time entries and invoicing has them under their official name that clients don't know them as.
- it also complicates things for us internally when compiling employee details for reports and payroll etc, in that those official names aren't familiar to anyone..this original vs western name issues needs to be resolved!!...
Perhaps by having an "official name" field in the employee details tab, so that the ATO and Super Funds can be satisfied, and yet employees can be known to us and clients (in time entries and invoices!) under their name in use.
Thanks.
Charlotte Godbolt
supported this idea
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- documents:
I would like to be able to attached documents to projects (eg engagement letter, statement of work, and such..) .
- notes
Also would like to be able to write notes (eg that the deadline is open to negotiation, or the budget is capped within a range.. or that there are phases to the budget cap for the projects...
OR ideally to have this detail able to be registered against the project - eg to enter a project estimate for phases and progressive timelines...
This would actually enable us to track in Xero how we're delivering against client project-budget milestones, and to keep team and client communications up to date when budget timelines are shorter or more sophisticated..
Thanks
Thanks