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4 results found

  1. Invoices/Bills - Feature to 'write off' as bad debt

    723 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Chloe Juson supported this idea  · 

  2. Sales Invoices - Ability to print invoices in Xero in one click

    91 votes

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    submitted  ·  25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chloe Juson supported this idea  · 

  3. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    630 votes

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    42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

    Chloe Juson supported this idea  · 

  4. Email templates - Ability to send statements using different email templates

    7 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community, thanks for sharing this idea.

    For those who aren't aware, within the Email Settings it is possible to create a number of different templates to reflect the wording you'd like to use, depending on the age of the debt. The Add email templates support article has detailed steps on how to do this 😊

    As mentioned, Smart Lists are a great way to filter your customers and can be used as a tool to identify the customers who should receive their statement with each template.

    However as you have found, it is currently not possible to send statements directly to the customers from the Smart List. We understand this is the main ask of this idea, so we'll continue to monitor the suggestion to get a clearer understanding of users that'd like to see this developed.

    Chloe Juson supported this idea  · 
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    Chloe Juson commented  · 

    Email Template - adding a default email template per client

    Currently sending invoices in Xero but have to manually change the email template depending on the client. I know there is an invoice template that can be assigned to the client but the email has to be done manually.