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 community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit in report templates. We have a couple that I've linked below, or if there's another report you're really wanting to use please start a new idea for these and we can track the interest in these separately.

   • Report Templates - Add GST reports
   • Report Templates - Add Payroll reports 
   • Report Templates - Add Tracking summary report

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit… more

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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  ·  88 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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   submitted  ·  162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ted Orban supported this idea  ·  13 September, 2022

5. Customer Statement - Send an overdue invoice statement

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   submitted  ·  38 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