Settings and activity
15 results found
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11 votes
Charlotte Ing
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5 votesCharlotte Ing
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2 votes
Thanks,Charlotte, for sharing your idea!
We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
Charlotte Ing
shared this idea
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35 votes
An error occurred while saving the comment Charlotte Ing
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13 votesCharlotte Ing
supported this idea
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633 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
supported this idea
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127 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Charlotte Ing
supported this idea
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378 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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6 votes
An error occurred while saving the comment Charlotte Ing
commented
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.
Charlotte Ing
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38 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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238 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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120 votesCharlotte Ing
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Charlotte Ing
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59 votesCharlotte Ing
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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.
An error occurred while saving the comment Charlotte Ing
commented
It would be great if you were able to report a P & L by customer which shows income and related expenses (as allocated in Dext to a tracking category) in the P & L. This feature is available in Quickbooks but following a recent client move to Xero it is not possible to use in Xero.
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88 votes
Hi everyone, we appreciate your detailed feedback on how default tracking options for inventory items would improve your use of Xero. Atm, it’s possible to set default tracking on a Contact, however do understand why this isn’t suitable for all of you.
At this stage there’s no set plans to develop tracking in Xero inventory.
This is something we may consider in the longer term and we’ll continue to monitor votes and your feedback. We’ll update here if there’s any progress.
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 and would save a lot of time for Xero users issuing invoices that will then be converted into an invoice when accepted.