Settings and activity

14 results found

1. Invoicing - Add the 'unicorn' Easter egg to New Invoicing

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   submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Peter Lepper supported this idea  ·  02 April, 2024

2. Reporting - Option to remove the Date from the Footer of all reports

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Peter Lepper supported this idea  ·  02 April, 2024

3. New Invoicing - Typeable dates in Date fields

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Peter Lepper supported this idea  ·  02 April, 2024

4. New invoicing - Auto adjust the column width when additional columns are added

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Peter Lepper supported this idea  ·  02 April, 2024

5. Repeating Invoice - bulk update of amounts

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

   Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 

   
   

   While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?

   
   

   You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

   This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

   Peter Lepper supported this idea  ·  12 December, 2023

6. Quote - Ability to have quote reminder

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   114 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminDana A (Admin, Xero) responded

   Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

   Peter Lepper supported this idea  ·  12 December, 2023

7. Sales invoices - Flag an invoice as 'in dispute / query'

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

   We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

   It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

   But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

   For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

   We'll continue to track the interest for each of these areas moving forward and communicate any change for these ideas on each respectively. Thanks

   We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

   It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

   But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

   For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

   We'll continue to track… more

   Peter Lepper supported this idea  ·  12 December, 2023

8. Bills - Pay Bill electronically from within Xero

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

   Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.

   In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.

   Peter Lepper supported this idea  ·  12 December, 2023

9. Tracking - Ability to import categories

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   submitted  ·  17 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Peter Lepper supported this idea  ·  14 June, 2023

10. Invoices - Unapprove option

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    submitted  ·  117 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Peter Lepper supported this idea  ·  25 May, 2023

11. Email Settings - Ability to have separate reply-to email address

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    submitted  ·  66 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Peter Lepper supported this idea  ·  25 May, 2023

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

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    167 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

    Peter Lepper supported this idea  ·  25 May, 2023

13. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Peter Lepper supported this idea  ·  25 May, 2023

14. Invoice - Include the payment dates and payments made when sending invoices to clients.

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Peter Lepper supported this idea  ·  20 October, 2022