Settings and activity
9 results found
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19 votes
Hi all, appreciate how this suggestion would make life easier 😊 This is a feature that our team are looking to improve, and they have plans to enable a quick link to go to the COA (similar to quotes today). They do hope to enable the ability to add a new account directly within the Invoices screen however there are a few other pieces of work lined up before they can tackle that.
We'll shift to Under review and I'll keep you updated of any progress!
An error occurred while saving the comment -
19 votes
Not directly within the Profit & Loss report, however there are a couple of options that you could find handy -
As inventory was mentioned - Smart lists that can be run within Contacts could enable you to view segment and view customers based on purchases, payments and locations within a period.
Alternatively, we've made a lot of improvements to Xero's newer reports and you could view the top 10 customers in a graph and their spending with you on the Income by Contact report.
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Peter Russell-Wilks
commented
Hi Kelly,
Am I right in thinking that the Income by Contact only looks at the turnover for a contact rather than the profit?
In my own business a high turnover client is not necessarily a high profit one as some of the more expensive items that I supply have lower margins than cheaper ones.Peter Russell-Wilks
supported this idea
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556 votes
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.
Peter Russell-Wilks
supported this idea
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5 votes
An error occurred while saving the comment Peter Russell-Wilks
commented
I have asked Xero about this a few times. It is so annoying having to go thorough the invoice manually and check what VAT is due, especially when there are different VAT rates within the same invoice. I.E. parking is rated at 0% but parking text messages and goods sold are 20%.
Peter Russell-Wilks
supported this idea
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968 votes
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.…
Peter Russell-Wilks
supported this idea
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150 votesPeter Russell-Wilks
supported this idea
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7 votes
Appreciate your feedback, Peter - We have another idea you may have seen related to Contacts.
To give a bit more context, while we've delivered new versions of some features and areas across Xero, this work is enabling us to upgrade technology and we aim to keep iterating on each of these experiences moving forward.
Some of the points you’ve noted here are being developed, such as the ability to add an item from within a transaction.
We've also now reduced the number of steps in Quotes by ensuring items created via the link are available to select immediately, and we’re working to improve the experience further. 🙂I'm going to shift your idea to under review as these developments continue.
Peter Russell-Wilks
shared this idea
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264 votes
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10 votes
I agree with Volha on showing the account code next to the account name as it already does in Classic invoicing would be helpful.
New invoicing has too many irratating drawbacks compared to classic invoicing for Xero to remove the classic invoicing option.