Settings and activity

6 results found

1. New Invoicing - Reduce number of steps and clicks

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   264 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

   Louise Allen supported this idea  ·  10 September, 2024

2. Bank Rules - Set Reference to Custom Text

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   submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Louise Allen commented  ·  10 June, 2024  ·  Edit…  ·  delete…

   This request is nearly 10 years old. Such a shame it's not attracted enough attention in terms of upvotes to be considered.

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   Louise Allen commented  ·  15 October, 2022  ·  Edit…  ·  delete…

   I would like to have this - I have a number of rules set up for which the reference would always be the same and the interface is very time consuming to deal with if all you want to do is add this information. It's possible to have a static, custom description so why can't I have a static custom reference for a repeating transaction?

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   Louise Allen supported this idea  ·  15 October, 2022

3. UK Payroll - Process payments after employee has left

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   submitted  ·  1 comment  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Louise Allen supported this idea  ·  07 December, 2023

4. Repeating bills - Due date options to include 'working days' not just 'calendar days'

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise Allen shared this idea  ·  07 December, 2023

5. Reports - Accounts display in GL account number order on reports

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

   Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in? 

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   Louise Allen commented  ·  18 August, 2023  ·  Edit…  ·  delete…

   All reports should have the option to display by multiple criteria. For me, I would use type, GL code to keep the accounts grouped nicely and then in numerical order.

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6. Invoices/Bills - Feature to 'write off' as bad debt

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   13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

   Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

   We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

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   Louise Allen commented  ·  18 March, 2023  ·  Edit…  ·  delete…

   If the credit note method is the only way to write off a bad debt then surely the system could show the invoice status as "written off" if the account used is Bad Debt rather than Sales. That should not be a difficult thing to implement.and more accurately reflects the status of the invoice and should allow for reports to be developed to show this information.

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   Louise Allen supported this idea  ·  07 October, 2022