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1. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

   Matt Plaisted supported this idea  ·  17 November, 2022

2. Practice Manager | Client - Copy a client (including all contacts)

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   6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for starting the idea here, Renee. 

   Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
   
   If the last, we have a similar idea over here that I can join you in with. 🙂

   Matt Plaisted supported this idea  ·  14 October, 2022

3. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

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   13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

   • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
   • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below

   
   

   Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

   • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
     • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
   Matt Plaisted supported this idea  ·  14 October, 2022

4. Practice Manager | Timesheet - Manage job status

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   submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Matt Plaisted supported this idea  ·  14 October, 2022

5. Xero Tax(NZ) - Change Reply to email address

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Matt Plaisted shared this idea  ·  14 October, 2022