Settings and activity
9 results found
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4 votes
Peter Russell-Wilks
shared this idea
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22 votes
Hi team, I'm pleased to share that we are moving this idea to In development. We know ease of being able to create new accounts while you invoice is useful to our customers and our team have a focus on this.
I'll be back to share when this is ready and shipped to you all 🙂
An error occurred while saving the comment -
66 votes
Hi everyone, thanks for being a part of the conversation on filtering Profit and Loss reports by contact. We understand how this could make digging into profitability a bit easier.
There is currently the Income & Expenses by Contact report that’ll show where you’ve incurred expenses or received income or funds for each contact. You could also Group or Filter this report by contact with the ability to drill down to the transactions related to each amount.
Alternatively, some people in the discussion have also kindly shared their method which may help others.
Our product team has reviewed this idea, and while this may be a development we consider in the longer term it isn’t roadmapped at this stage. We’ll continue to keep an ear on the ground here and share if there are any updates.
An error occurred while saving the comment 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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646 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Peter Russell-Wilks
supported this idea
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19 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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1,433 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Peter Russell-Wilks
supported this idea
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191 votesPeter Russell-Wilks
supported this idea
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410 votes
Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
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16 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.