Settings and activity

25 results found

1. Billable Expenses - Allocate supplier credit notes to a customer

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   submitted  ·  19 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Alicia Sizemore supported this idea  ·  23 September, 2022

2. Billable Expenses - Files to copy through to the Sales Invoice

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   submitted  ·  132 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Alicia Sizemore supported this idea  ·  23 September, 2022

3. Billable Expenses - Show Bills that have and haven't been assigned as billable expenses

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   86 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.

   As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.

   • You can 'View bills not assigned to projects', and
   • there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers

   Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.

   Alicia Sizemore supported this idea  ·  23 September, 2022

4. Purchase - Add schedule payment date from within the transaction

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   9 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Alicia Sizemore supported this idea  ·  21 September, 2022

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

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   263 comments  ·  Invoices & quotes » Invoicing  ·  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

   Alicia Sizemore supported this idea  ·  09 July, 2022