Settings and activity
9 results found
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27 votes
Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
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274 votes
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 …
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48 votes
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118 votes
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116 votes
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248 votes
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39 votes
Hey everyone, thanks for sharing your thoughts here - love the drive for efficiency! In case you weren't already aware, Xero does have a number of shortcuts available. Check out our article about tips and shortcuts for the full list.
Meantime, there are a number of other more specific ideas for keyboard shortcuts which you might like to vote too.
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84 votes
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159 votes
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The automatic log out is currently having a severe impact, and disruption on being able to complete work. I currently work with many tabs open at a time and each time I get logged out only after a short period, it takes me nearly 30mins to reload all the tabs and get to the positions they were at prior to being logged out. Before any significant work can be completed, the system logs me out again, and I have to do this process all over again. This occurs many times a day, meaning that most of the day is being spent logging back in and reloading tabs, rather than completing any work. It is a complete nightmare! There needs a way to be able to adjust this urgently!