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  1. Expenses: Set default due date

    50 votes

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    submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Matt Willis supported this idea  · 
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    Matt Willis commented  · 

    yet another obvious requirement - can't see why the bills can't be edited.

    So many things that never seem to happen with Xero, what are the things that get priority?
    Maybe time to recruit more programmers?

  2. Quotes - Add CIS

    36 votes

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

    Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.


    Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.

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    Matt Willis commented  · 

    The point is that if one sets up a quote with CIS codes and deductions already in place then there is much less work to do later in the billing process.

    a: the customer agent knows what the charging structure will be very clearly - they otherwise tend to query it later if the totals don't match when we issue the invoice because they are signing off, not necessarily making the deductions. If the invoice doesn't match the quote - they will query it. This causes unnecessary discussion and review.

    b: the process of invoicing becomes more streamlined as the CIS deductions have already been anticipated - and are populated correctly, the person raising/issuing the invoice may be different from who created the quote. Otherwise the person creating the invoice needs to determine which items are liable to deductions = more queries and unnecessary discussion.

    c: CIS is a pain as if the invoice total doesn't match with the subsequent payment (after deduction) then the invoice needs to be edited before reconciling payments. With multiple invoices paid in one go this becomes an additional time waster, going through to see where discrepancies are.

    I appreciate there are always back-end considerations with any piece of functionality that come into play with forms and elements of data manipulation but in essence the quote is the precursor to the invoice.

    Needing to revisit and re-analyse work that may have been done some time before means one needs to duplicate effort and stop other work in order to re-handle and remember to add information.
    For the couple of weeks that the CIS Labour code was available - it didn't cause Xero to crash and it saved a load of time.

    I can't believe that there can't be a quick fix to this.

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    Matt Willis commented  · 

    This started working a few months ago and has now stopped.

    Can someone please explain why an integral part of this functionality changes like this, and why it seems to be such a large amount of work to do?

    Matt Willis supported this idea  ·