Settings and activity

27 results found

1. Branding - Prompt to confirm selected branding theme before sending invoice

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Joana Mendes supported this idea  ·  07 March, 2023

2. Dashboard - Ability to add sticky notes/notes

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   submitted  ·  32 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Joana Mendes commented  ·  02 March, 2023  ·  Edit…  ·  delete…

   This is a must. Under each Contract, we could set up the internal note and be able to select if this is to show on Invoice/Quote/PO/Bill Page, and also be able to select if this is a one-off note or a recurrent note. Thanks

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   Joana Mendes supported this idea  ·  02 March, 2023

3. Contact List - Viewing notes from the Contact List

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   submitted  ·  10 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Joana Mendes supported this idea  ·  02 March, 2023

4. Invoices/Bills - Feature to 'write off' as bad debt

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   13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   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!

   Joana Mendes supported this idea  ·  10 February, 2023

5. Xero subscription invoice to be added automatically to xero for reconciliation

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   36 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.

   Joana Mendes supported this idea  ·  10 February, 2023

6. Invoice - Ability to move "Pay Now" button to custom part of email body

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   submitted  ·  13 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Joana Mendes commented  ·  10 February, 2023  ·  Edit…  ·  delete…

   Fully agree that the "Pay Now" button is not very friendly, especially when the invoice is not even due for payment yet. Could at least change to "Pay".

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7. Contacts - Allow multiple addresses for a single contact record

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   293 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   Joana Mendes supported this idea  ·  08 February, 2023