Settings and activity
1287 results found
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14 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
Freya Pieroz
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15 votes
Freya Pieroz
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6 votes
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Freya Pieroz
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24 votes
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Freya Pieroz
commented
We frequently find that we'll need to invoice for services as soon as the job is finished, before payroll and contractor payments are due. For example, if a client is being billed monthly, timesheets are received weekly, and payroll and contractor payments are fortnightly, then I'll want to invoice for January 2025 on the 3rd of February, that being the first business day after EOM, but the payroll/contractor fortnight ends on the 9th and the workers will get paid on the 10th or 11th. I don't want to delay invoicing and therefore delay receiving money any longer than I have to, in order to keep cashflow flowing, but if I wait until the WIP is billed then I have to.
Freya Pieroz
supported this idea
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4 votes
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Freya Pieroz
commented
A 9 day fortnight is a fairly commonly negotiated employment contract term in Australia. It's ubiquitous in some industries.
Freya Pieroz
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139 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
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Freya Pieroz
commented
Here's a screenshot taken today of how Global Search is currently working for me. As you can see, I've got a contact open, and a Global Search for that contact yields no results. I get a similar lack of useful results or lack of results full stop more than 50% of the time.
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54 votes
It's been a while since we've provided you with an update about this idea, so wanted to touch base
We've reviewed your comments and can see the that this idea has been steadily gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.
Freya Pieroz
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5 votes
Freya Pieroz
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2 votes
Hi Tara, it sounds like you're using invoices as a single source to record all this information? However, I'd recommend looking into Xero Projects where you'll be able to enter bills for your venue expenses and invoices for the income you'll receive from the project.
Freya Pieroz
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5 votes
Freya Pieroz
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4 votes
Freya Pieroz
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2 votes
Freya Pieroz
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9 votes
Freya Pieroz
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11 votes
Freya Pieroz
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190 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
Freya Pieroz
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9 votes
Freya Pieroz
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2 votes
Freya Pieroz
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3 votes
Freya Pieroz
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9 votes
Freya Pieroz
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5 votes
Freya Pieroz
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@Haider Ali that works, except if the number of units is important; Xero will let negative values/unit prices be assigned to projects, but not negative units. I.e. you can assign 1 x -$100 but not -1 x $100. For one of my clients, the number of hours worked and therefore on-billed is essential to track, and so I track that external to Xero when I would much rather do it solely within the accounting program.