Settings and activity
10 results found
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26 votes
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Ashley Hughes
supported this idea
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627 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
Ashley Hughes
supported this idea
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91 votes
Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
Ashley Hughes
supported this idea
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216 votes
Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.
Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.
An error occurred while saving the comment Ashley Hughes
commented
Be able to link a contact to a manual journal and show on the contacts activity as well as on output transaction reports in orde r to get toal for a single contact in a single report so when analysing chart of account balance can separate all transactions by contact. My example was I had some non-cash interest earned to manual journal in, but this will not come out in a report as the journal type is not connected to the corresponding contact the interest relates to.
Can this be a feature update?
Ashley Hughes
supported this idea
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An error occurred while saving the comment Ashley Hughes
commented
Be able to link a contact to a manual journal and show on the contacts activity as well as on output transaction reports so when analysing chart of account balance can separate all transactions by contact. My example was I had some non-cash interest earned to manual journal in, but this will not come out in a report as the journal type is not connected to the corresponding contact the interest relates to. Can this be a feature update?
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2 votesAshley Hughes
shared this idea
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12 votesAshley Hughes
supported this idea
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An error occurred while saving the comment Ashley Hughes
commented
Currently, you can only select a single bank account or ALL bank accounts for a bank rule to apply. Could you please modify this as a dropdown menu to select specific bank accounts want a particular bank rule to apply to - this would be very useful when got 10s of thousands of statement lines across 10s to 100s bank accounts and aid style say for instance creating a bank rule per payee but to be able to discriminate exact bank accounts want this to apply to and make the overall functionality and use cases for the bank rules more effective and precise and deal en masse.
Thank you.
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38 votesAshley Hughes
supported this idea
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713 votes
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!
An error occurred while saving the comment Ashley Hughes
commented
Why is there no plans to introduce this?
Ashley Hughes
supported this idea
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56 votesAshley Hughes
supported this idea
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6 votesAshley Hughes
shared this idea
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yes, I've just had a support case querying this
seems such as basic requirement that Xero have missed here
The concern is distortion of sales figures and no tracking of discounts given, unless you enter a separate line on the invoice with -ve figure to impact the G/L expense account.
In the support case they seem quite blase about all this.