Settings and activity
13 results found
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11 votes
Charlotte Ing
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525 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Charlotte Ing
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2 votesCharlotte Ing
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5 votesCharlotte Ing
shared this idea
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284 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.Charlotte Ing
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4 votes
An error occurred while saving the comment Charlotte Ing
supported this idea
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33 votes
Thanks for raising the idea with us. Our team are aware of the mandate of eInvoicing for Germany. While we don't have immediate work planned at this stage our plan is to support any Peppol-enabled region in the long term and we are paying close attention to the interest from users on this idea. We'll be sure to update of any progress surrounding this for you, here.
The mandate currently states "The new legal regulation currently contains no specifications for the electronic transmission of electronic invoices. An email inbox should therefore initially be sufficient to receive an electronic invoice."
Based on this, currently with Xero an eInvoice could be received by using our Email to bills service, or by including the invoice as an attachment and sending to your organisation's Files library. On agreement with your suppliers you could share your bills, or files library email with them so…
An error occurred while saving the comment Charlotte Ing
commented
This is critical for our client as it is needed by 1/1/25.
Charlotte Ing
supported this idea
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226 votes
An error occurred while saving the comment Charlotte Ing
commented
This would be very important for our client that sends invoices from a seperate invoicing system but uses Xero for statements & accounts. It would save time from needing to send the invoices customers hadn't received which would ultimately mean they get paid faster.
Charlotte Ing
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80 votesCharlotte Ing
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70 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Charlotte Ing
supported this idea
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41 votes
An error occurred while saving the comment Charlotte Ing
commented
Profit and loss by contact - it would be great if the p & l could be run and filtered by contact so that all costs & income are brought up in one simple report.
Charlotte Ing
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5 votesCharlotte Ing
shared this idea
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69 votes
Appreciate the interest in being able to set default tracking options against inventory items.
While this isn't possible at an item level atm, it might be useful to some here knowing that you can set default tracking for your contacts.
To be open we don't have any immediate plans for extending default tracking set up against items, however we'll keep a pulse on the interest here and if there are any plans made we'll be sure to let you know.
Charlotte Ing
supported this idea
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An error occurred while saving the comment Charlotte Ing
commented
Tracking category defaults that can be linked to products and services or nominal codes. Currently Xero allows a customer or supplier to be linked to a tracking category however if using tracking categories for different areas of the business then a customer may purchase from different areas of the business therefore it would be helpful to have a product/service or nominal that could be defaulted to a tracking category.
This is really important so that it avoids duplication of posting a CIS return and also maintaining tidy records. It is possible to do this for personal tax returns & VAT returns so it would be good to have this option for CIS.