Settings and activity

4 results found

1. Contact - Add vendor to a transaction without it generating a new supplier

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   1 comment  ·  For small businesses » Contacts & communication  ·  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 Invoicing - Generic contact - With 'one off' shipping address

   12 votes

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

   Hi everyone, further to Kelly's note about using a generic contact for invoicing these sorts of contacts, and updating the contact details as needed, I wanted to add that now if you create the invoice in New invoicing that you can alter the address without leaving the invoice. See video attached.

   Samantha Finch supported this idea  ·  17 May, 2022

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

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   16 votes

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   submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Samantha Finch supported this idea  ·  17 May, 2022

4. Sales invoices - Flag an invoice as 'in dispute / query'

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

   We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

   It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

   But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

   For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

   We'll continue to track the interest for each of these areas moving forward and communicate any change for these ideas on each respectively. Thanks

   We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

   It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

   But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

   For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

   We'll continue to track… 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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