Settings and activity

14 results found

1. Advanced Inventory - Assembly Inventory

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   submitted  ·  14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jeremy Thornton supported this idea  ·  10 February, 2023

2. 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

   Jeremy Thornton supported this idea  ·  07 February, 2023

3. Audit Trail Report

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   submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jeremy Thornton supported this idea  ·  30 June, 2022

4. Files - Bulk export/print attached files

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

   Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
   We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
   While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
   However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for right now.

   Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
   We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
   While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
   However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for… more

   Jeremy Thornton supported this idea  ·  30 June, 2022

5. Sales: Invoicing - Include QR code for quick entry

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

   Hi everyone, we appreciate the interest for being able to add QR codes to invoices. 

   While this is something we started looking into this is not something we're developing. 

   To set the right expectation I'll shift this status to submitted and we can continue to track the interest here. 

   Jeremy Thornton supported this idea  ·  30 June, 2022

6. Invoice: Invoice Templates - Custom Fonts for Standard Invoice Themes

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jeremy Thornton supported this idea  ·  30 June, 2022

7. Organisation settings - Ability to set colour of screen and fonts of display.

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

   
   

   Jeremy Thornton supported this idea  ·  30 June, 2022

8. Email Templates - Option to select different font for outgoing emails

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jeremy Thornton supported this idea  ·  30 June, 2022

9. Billable expense - Record time to customer without task or project link

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jeremy Thornton shared this idea  ·  30 June, 2022

10. Global Payroll - Time billing

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Jeremy Thornton supported this idea  ·  30 June, 2022

11. Xero Projects - Time & Expense Approval

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Jeremy Thornton supported this idea  ·  30 June, 2022

12. Projects - Bulk upload of time entries for projects

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Jeremy Thornton supported this idea  ·  30 June, 2022

13. Reporting - Option to add account numbers & zero balances to financial statements

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    submitted  ·  76 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Jeremy Thornton supported this idea  ·  28 June, 2022

14. Reconciliation - Bulk 'OK' for reconciling bank transactions

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

    Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

    It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

    Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

    With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm, but we keep this top of mind as we continue to make Xero reconciliation even more powerful.

    For now, cash coding in Xero can help save time with bulk reconciliations where you'll find Xero's suggested create transactions, and any bank rules you've set up are also presented - Find out more on how this works on Xero Central 

    Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

    It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

    Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

    With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,… more