Settings and activity

12 results found

1. New Invoicing - Keep leading carriage returns and spaces in description field

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sze Ying Tan supported this idea  ·  01 October, 2024
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   Sze Ying Tan commented  ·  01 October, 2024  ·  Edit…  ·  delete…

   The spacing within the Description box on the invoice is permitted and will be accurately reflected in the PDF.

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2. Invoice Settings - Separate Number Sequence for Credit Note

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   9 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Sze Ying Tan supported this idea  ·  03 July, 2024

3. 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

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

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sze Ying Tan supported this idea  ·  04 April, 2023

5. History and Notes - Filter by action

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   6 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

6. Invoices - Ability to show invoice branding theme in Draft list page

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

   Thanks for the detail in your feedback here, Paul. 

   The second point around being able to link email templates to branding theme is something that's been raised in another idea and would be good to track separately so I've updated the title of your idea here, and encourage you to add your vote and join the other for updates, too!

   Sze Ying Tan supported this idea  ·  14 December, 2022
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   Sze Ying Tan commented  ·  14 December, 2022  ·  Edit…  ·  delete…

   Would like to have a prompt out message to alert user which branding was selected before sending the invoice, to avoid sending the wrong doc.

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

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   submitted  ·  70 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Sze Ying Tan supported this idea  ·  03 October, 2022

8. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   259 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

   As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

   While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

   Sze Ying Tan supported this idea  ·  26 September, 2022

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

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   submitted  ·  12 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Sze Ying Tan shared this idea  ·  05 September, 2022

10. 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

11. Xero Mail - Send as @company-name.com not message-service@post.xero.com

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    187 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.

    I can confirm this idea has been regularly reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.

    We'll move the idea back to submitted so we can continue to gauge the interest through votes here. When there is opportunity to pick this up, I will share any news with you all here.

    Sze Ying Tan supported this idea  ·  12 August, 2022

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

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    190 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