Settings and activity
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4 votes
Freya Pieroz
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15 votesFreya Pieroz
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26 votesFreya Pieroz
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50 votes
Hi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here.
At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across…
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5 votesFreya Pieroz
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9 votesFreya Pieroz
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13 votes
Hi Matthew and Anthony, appreciate perhaps not as streamlined as you'd like here there is the ability to apply a prepayment to a bill.
In Xero, you would enter the bill to recognise the expense, payment itself would generally be recognised through the bank account when reconciling which is where you can create a prepayment and then apply the credit to the bill.
Alternatively, if you'd like to do this from the bills screen, you could use the create icon (+) in the top blue navigation and select Spend Money when redirected you'll want to switch the 'Spent as' to Prepayment from Direct Payment.
An error occurred while saving the comment Freya Pieroz
commented
I'd really like to create a prepayment that I can upload as part of a batch payment. One of my clients has recently become a Large PAYG Withholder, which means that the tax office needs to be paid with every payrun and then those payments are reconciled when the BAS is done. At the moment, I have to do each payruns' PAYG payment manually, and risk typos and clerical errors every time.
Freya Pieroz
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53 votesFreya Pieroz
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71 votesFreya Pieroz
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128 votes
Hi everyone, development for being able to partially bill / part receive purchase orders is well underway. The intention is when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill.
On your Approved purchase order you'll also be able to view amount of items Billed.
We look forward to updating you again as soon as this feature launches. 😁
Freya Pieroz
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6 votes
Thanks for your idea, Lanie. Appreciate hearing how this would help you and the need in seeing the total.
We'll keep an eye on the interest from community in this. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Freya Pieroz
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10 votes
Hi everyone, we appreciate the interest this idea is receiving and will continue to watch the interest for this here however want to be open that this isn't something we have plans to develop into the newer Contacts page at present.
Freya Pieroz
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87 votesFreya Pieroz
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15 votesFreya Pieroz
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4 votesFreya Pieroz
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30 votesFreya Pieroz
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40 votesFreya Pieroz
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6 votesFreya Pieroz
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31 votesFreya Pieroz
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16 votes
An error occurred while saving the comment Freya Pieroz
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It is... suboptimal... that I have to add up the total of the prepayments manually, or find a report that will show me the total only after several clicks.
As you can see from the screenshots I've attached, I can't even get the total my client has prepaid from the new bills page - I went looking when I realised I couldn't use the contact page to reconcile with the contact's statement! I need to reconcile this with the total that the entity they've prepaid (in this case, the tax office) says they've received and it's far, far too subject to typos and clerical errors!
Freya Pieroz
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I'd like to add that if a function _cannot_ be triggered by anything other than a mouseclick, then it fails Web Content Accessibility Guideline #2.1