Settings and activity

9 results found

1. Trial Balance report: More than 36 months historical comparison

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

   HI community, thanks for your support here. While this isn't something we have plans for extending comparatives beyond 36 periods atm, it'd be good to get more detail on the ideal # of comparatives you'd be looking to run the report for, and what this would help your business do - Please do comment to share your views. 

   Other options you'll see you have with the new report, is that you can change the comparative period between Day, Month, Quarter or Year. 

   Sze Ying Tan supported this idea  ·  08 November, 2023

2. Credit Note - Add a Credit Note from the "+" menu banner shortcut

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sze Ying Tan supported this idea  ·  04 April, 2023

3. History and Notes - Filter by action

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

   For filter by action - would you be after similar to the idea here where you could filter by the date a change was made? 

   Sze Ying Tan supported this idea  ·  27 December, 2022

4. Branding - Prompt to confirm selected branding theme before sending invoice

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sze Ying Tan shared this idea  ·  14 December, 2022

5. Reporting: Budget - Add Budgets for Balance Sheet accounts

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   submitted  ·  56 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Sze Ying Tan supported this idea  ·  03 October, 2022

6. User Roles: Invoice only - Inventory access for invoice only setting

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   submitted  ·  75 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Sze Ying Tan supported this idea  ·  26 September, 2022

7. Contacts - Add field for SWIFT code that populates for batch payments

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   submitted  ·  8 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Sze Ying Tan shared this idea  ·  05 September, 2022

8. Sales | Notification that invoice sent/not sent

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   8 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, as much as we appreciate the feedback and interest of being able to receive a notification of whether an invoice has successfully sent. The team priority right now is around the body of the invoice within Xero. 

   We want to be transparent in this here and will move the status of the idea back to submitted. 

   We will let you know of any change. 

   Sze Ying Tan supported this idea  ·  12 August, 2022

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

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   168 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  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

   Sze Ying Tan supported this idea  ·  27 January, 2023