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4 results found

  1. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

    115 votes

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    submitted  ·  65 comments  ·  For small businesses » Business features  ·  Admin →
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    Hass Ayache supported this idea  · 

  2. XPM: Add 'Automatically Retrieve from ATO' field to Report Builder

    24 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hass Ayache commented  · 

    Couldnt agree more... reporting on most feilds is possible, this field should be added to assist practice managers and owners to manage their clients better

  3. Invoicing - Customers to pay deposits on invoices

    403 votes

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

    Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.

    In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.

    However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.

    While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.

    We’ll be sure to keep you updated…

    Hass Ayache supported this idea  · 

  4. Notifications - Email/notification when items are Awaiting Approval in Xero

    342 votes

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    submitted  ·  143 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Hass Ayache commented  · 

    important for bookkeepers and accountants that assist clients with backend. Good for approvers to receive email notification to streamline the process