Settings and activity

4 results found

1. Sales Invoices - Ability to specify a % of invoice held on retention

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   9 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.

   As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.

   The Account Transactions Report can then be used to manage the values being carried forward. 

   Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know. 

   Florence Pua supported this idea  ·  04 June, 2024

2. Purchase Orders - Show partial amounts billed

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   submitted  ·  91 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Florence Pua commented  ·  29 November, 2023  ·  Edit…  ·  delete…

   It would be great to be able to link bills that were forwarded to Xero via emails to their corresponding purchase orders. Correct me if I'm wrong, but the only way I'm able to link bills to the purchase orders is by copying a purchase order to a bill.

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   Florence Pua supported this idea  ·  29 November, 2023

3. Bills - Flag a Bill as 'in dispute / query'

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

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

   As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product… more

   Florence Pua supported this idea  ·  03 April, 2023

4. Purchase Order - Link Purchase Order to Bill

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   submitted  ·  40 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Florence Pua supported this idea  ·  03 April, 2023