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

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   167 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

   Louise Bagatelas-Allen supported this idea  ·  02 March, 2024

2. Email Settings - Ability to have separate reply-to email address

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   submitted  ·  66 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Louise Bagatelas-Allen supported this idea  ·  13 January, 2024

3. User Role - Access to specific feature only

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

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… more

   Louise Bagatelas-Allen supported this idea  ·  13 January, 2024

4. Tracking - Ability to bulk Archive categories

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   submitted  ·  30 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise Bagatelas-Allen commented  ·  13 January, 2024  ·  Edit…  ·  delete…

   Please Please add this as a matter of urgency.
   Without archiving tracking codes the Compare Tracking Codes P&L report doesn't work if you have over 200 codes alive.
   We need to archive hundreds before this report will work - HELP!!!!

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   Louise Bagatelas-Allen commented  ·  16 December, 2023  ·  Edit…  ·  delete…

   Please add this simple feature, it will make things much quicker. I have over 100 to archive. That is three clicks each - 300 clicks to carry out one simple task!!!

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   Louise Bagatelas-Allen commented  ·  02 March, 2023  ·  Edit…  ·  delete…

   YES please, we too use tracking for jobs/projects - and because the reporting is so poor we have to find away of keeping the tracking numbers down. Archiving one by one is painful!

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   Louise Bagatelas-Allen supported this idea  ·  02 March, 2023

5. Manual Journals - Assign Contact name to journal

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   submitted  ·  65 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Louise Bagatelas-Allen commented  ·  07 December, 2023  ·  Edit…  ·  delete…

   Please add this is critical.

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   Louise Bagatelas-Allen supported this idea  ·  07 December, 2023

6. Multicurrency - Stop showing archived Tracking data in reports

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Louise Bagatelas-Allen shared this idea  ·  20 May, 2023

7. Bills - Flag a Bill as 'in dispute / query'

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   190 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but… more

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   Louise Bagatelas-Allen commented  ·  15 May, 2023  ·  Edit…  ·  delete…

   There has been a new Bills layout - but not what is needed!
   And the new Bills layout is worse than the old one - massive text, bold text, busy screen - horrible!

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   Louise Bagatelas-Allen supported this idea  ·  02 March, 2023

8. Tracking - Ability to search Category & Options

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   submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Louise Bagatelas-Allen shared this idea  ·  02 March, 2023

9. Contacts - Allow multiple addresses for a single contact record

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   293 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   Louise Bagatelas-Allen supported this idea  ·  02 March, 2023

10. Bills: Batch Payments - Batch pay multiple foreign currency bills

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    submitted  ·  129 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Louise Bagatelas-Allen commented  ·  21 September, 2022  ·  Edit…  ·  delete…

    Having to mark one bill at a time as paid if in foreign currency is BAD. Please let bulk bills be marked as paid if paid in a group from a bank account.

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    Louise Bagatelas-Allen commented  ·  21 September, 2022  ·  Edit…  ·  delete…

    Foreign currency payments, in bulk - the ability to clear more then one bill and mark as paid on 'bill payments' screen - in ALL currencies.

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    Louise Bagatelas-Allen commented  ·  20 June, 2022  ·  Edit…  ·  delete…

    Please can you add the batch payment option to multi currency bills, at the moment we have to wait for the transaction to show on the bank statement and then clear the bills.
    At the Pay Bill screen, it should be ok to chose a number of bills to batch pay and send remit to the supplier no matter what the currency of the bill.

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    Louise Bagatelas-Allen supported this idea  ·  20 June, 2022

11. Batch Deposit - More than 50 transactions

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

    
    

    Louise Bagatelas-Allen supported this idea  ·  21 September, 2022

12. Projects Reporting - Include tracking

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Louise Bagatelas-Allen commented  ·  20 June, 2022  ·  Edit…  ·  delete…

    I feel there needs to be better reporting and project allocation on this software. Most businesses want to track what each project is 'looking like'. There needs to be P&L options per project/ a group of projects/ all projects.
    I would say this is urgent, as we can't be the only management team looking at moving all our companies away from Xero because of the lack of project costing/ reporting.

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