Settings and activity

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1. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   261 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

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   Jameka Autry commented  ·  19 May, 2023  ·  Edit…  ·  delete…

   This is a serious issue (along with not being able to hide bank balances for collaborators) and while I like Xero and recognize it will be a pain to leave, I am currently looking at other alternatives. Paying a third party app is not an option.

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   Jameka Autry supported this idea  ·  19 May, 2023

2. User Permissions - Access to reconcile without viewing balances

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   94 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

   We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

   As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

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   Jameka Autry commented  ·  06 March, 2023  ·  Edit…  ·  delete…

   This is really a huge problem. When is it going to be addressed adequately? This is a critical issue that should be a priority for your company. What is the justification for not addressing it? As another user mentioned, adding a ‘hide bank balance’ or even ‘hiding’ within one of the user roles would be a huge help for the entire community.

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