Settings and activity

7 results found

1. Pricing plan - Add one off fee 'Read Only' plan

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   submitted  ·  15 comments  ·  For small businesses » Subscription & support  ·  delete…  ·  Admin →
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   Ted Orban supported this idea  ·  14 August, 2024

2. Report Templates - Ability to add any report

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   43 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

   We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

   As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

   • Report Templates - Add GST reports
   • Report Templates - Add Payroll reports
   • Report Templates - Add Tracking summary report
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   Ted Orban commented  ·  04 April, 2023  ·  Edit…  ·  delete…

   Totally agree. I would like to include in Report Templates:
   - Performance Graphs
   - Custom Reports

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   Ted Orban supported this idea  ·  04 April, 2023

3. Invoice Payment- Stripe Partial payments

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   submitted  ·  94 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ted Orban commented  ·  14 September, 2022  ·  Edit…  ·  delete…

   For some businesses, it is very common to require a deposit before work is commenced. The current Xero recommendation is to insert a discount percentage on the line item(s) to make the total match the desired customer deposit. Then the invoice can be sent with the Pay Now button for the desired amount. Subsequently, the invoice must be updated to remove the discount. This procedure is awkward and prone to error.

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   Ted Orban supported this idea  ·  14 September, 2022

4. Invoices - Unapprove option

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   162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

   Ted Orban supported this idea  ·  13 September, 2022

5. Customer Statement - Send an overdue invoice statement

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   submitted  ·  48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ted Orban supported this idea  ·  13 September, 2022

6. Xero Accounting app | iPad - Ability to Print Quotes

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ted Orban shared this idea  ·  13 September, 2022

7. Hybrid or Modified Cash Basis Reporting

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   submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Ted Orban shared this idea  ·  22 May, 2022