Settings and activity

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1. XPM - Users to view their own timesheets under Business Menu without having visibility of other users

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kerri Borg shared this idea  ·  21 August, 2023

2. Workpapers - Integrate with the Xero trial balance

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kerri Borg supported this idea  ·  02 August, 2023

3. Invoicing - Customers to pay deposits on invoices

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

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please fill in this short form. Our research team will be in touch with many of you over the coming months. Though we won’t be able to invite everyone into every stage, we’ll return to round out on their outcomes and how this forms our next steps.

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please … more

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   Kerri Borg commented  ·  09 May, 2022  ·  Edit…  ·  delete…

   This is an important feature to enable automatic calculation of deposit amounts (eg 50% of amount quoted) and also have the Pay Now function give you the option to pay the agreed deposit amount of the full amount. Please fast track this feature! For some of our clients using Xero, this is a critical function so I've marked it as such.

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