Settings and activity
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15 votes
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Luke Hussey
supported this idea
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1 vote
Thanks for sharing this idea and for letting us know that a customer field on purchase orders, with the ability to search by customer, could make it easier to find related POs without relying on the reference field. This is now open to the wider community so they can share if this would help their business too, please vote for the idea and share how you’d use it. Your feedback helps us understand the need as the idea is reviewed. ✨
Luke Hussey
shared this idea
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155 votes
Hi team, we appreciate you continuing to share with us through this idea.
We’re now in development of a related quote-based workflow: Where your business will be able to set a deposit on a quote, and when it’s accepted, Xero will automatically create the deposit invoice and gives the customer an online way to pay.
Being open this feature will be triggered by an accepted quote; it doesn’t add a standalone proforma document or payments against a draft invoice.
While this is only with a limited small group of users at the moment, we’ll keep you updated on wider rollout, which will come in the new year.
Luke Hussey
supported this idea
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An error occurred while saving the comment Luke Hussey
commented
Please add payment links to draft/proforma invoices.
My client recently moved from Sage to Xero and says this was a feature they relied on when using Sage. -
723 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment Luke Hussey
commented
It would be great if this could be implemented ASAP.
Luke Hussey
supported this idea
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498 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Luke Hussey
supported this idea
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Is there any update on this feature?