Settings and activity

4 results found

1. Reconcile - Create transaction without generating a new contact

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   6 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity. 

   As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list. 

   It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail. 

   Samantha Finch supported this idea  ·  17 May, 2022

2. Sales Invoice | Delivery address - Update for individual invoice

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   105 votes

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   37 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate the comments about your needs in this idea.

   We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.

   With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.

   We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.

   There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share more news as we can here. Thanks!

   Hi community, we appreciate the comments about your needs in this idea.

   We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.

   With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.

   We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.

   There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share… more

   Samantha Finch supported this idea  ·  17 May, 2022

3. Batch Payment | PDF - Print invoices in logical order

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   35 votes

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   submitted  ·  22 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Samantha Finch supported this idea  ·  17 May, 2022

4. Sales Invoices- Flag as 'in dispute / query'

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   145 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that… more

   Samantha Finch supported this idea  ·  17 May, 2022
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   Samantha Finch commented  ·  17 May, 2022  ·  Edit…  ·  delete…

   Allows invoices that need only to be part paid to be put on hold until job has been finished and cleared by the site officer. The due date then does not have to be changed and sometimes we pay all invoices regardless of when due, so having a delayed due date will not help.

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