Settings and activity

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1. Purchase Orders - Include document attachments when emailing to supplier

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

   Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.

   To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.

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   Perrie Hewitt commented  ·  05 May, 2023  ·  Edit…  ·  delete…

   This seems like an issue that many would like resolved. It is possible to include attachments when you send out invoices and there is a section in PO to attach documents, so why not add the option to include those attachments when the PO is emailed out.
   It is a bit frustrating that we have to let clients know this is not an option in Xero when other BK softwares have it enabled.

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2. Invoicing - Customers to pay deposits on invoices

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

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please fill in this short form. Our research team will be in touch with many of you over the coming months. Though we won’t be able to invite everyone into every stage, we’ll return to round out on their outcomes and how this forms our next steps.

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please … more

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   Perrie Hewitt commented  ·  01 June, 2022  ·  Edit…  ·  delete…

   Agree this would be a really beneficial addition. We have had clients ask for this exact option. Instead they have to process many individual invoices to complete what could be a very easy process.

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