Settings and activity

4 results found

1. Smart document capture - Ability to auto approve transactions to awaiting payment

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   17 comments  ·  Contacts & documents » Documents  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Great to hear you;'re finding good use in our new Smart document capture 🙂

   I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.

   Kienan Almeida supported this idea  ·  31 October, 2026

2. Bank Rules - Report to review bank rules and their application

   53 votes

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   submitted  ·  16 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Kienan Almeida commented  ·  03 October, 2026  ·  Edit…  ·  delete…

   Critical.

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   Kienan Almeida supported this idea  ·  03 October, 2026

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

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   276 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  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

   Kienan Almeida supported this idea  ·  07 September, 2023

4. Billable Expenses - Files to copy through to the Sales Invoice

   243 votes

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   submitted  ·  154 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Kienan Almeida commented  ·  16 May, 2023  ·  Edit…  ·  delete…

   @Xero everyone loves my idea, it crosses cultural and political boundaries, promotes peace and general welfare 💕

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   Kienan Almeida supported this idea  ·  11 June, 2022