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  1. Sales Invoices - Ability to specify a % of invoice held on retention

    42 votes

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

    Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.

    As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.

    The Account Transactions Report can then be used to manage the values being carried forward. 

    Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know. 

    Anthea de Bruyn supported this idea  · 
    Anthea de Bruyn shared this idea  · 

  2. Bank Feed - Don't remove duplicate statement lines

    4 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Anthea de Bruyn shared this idea  · 

  3. Purchase Order - Applying a single PO to multiple bills

    124 votes

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    submitted  ·  26 comments  ·  For small businesses » Business features  ·  Admin →
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    Anthea de Bruyn supported this idea  · 

  4. Purchase Order - Link Purchase Order to Bill

    188 votes

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    52 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.

    Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.

    I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.

    Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊

    Anthea de Bruyn supported this idea  ·