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1292 results found
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29 votes
Freya Pieroz
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3 votesFreya Pieroz
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14 votes
An error occurred while saving the comment Freya Pieroz
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34 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
Freya Pieroz
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335 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Freya Pieroz
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405 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
Freya Pieroz
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384 votesFreya Pieroz
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497 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.Freya Pieroz
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614 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Freya Pieroz
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31 votesFreya Pieroz
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10 votesFreya Pieroz
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17 votesFreya Pieroz
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32 votesFreya Pieroz
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27 votes
An error occurred while saving the comment Freya Pieroz
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Yeah - the big problem for me with my own workaround is that we can only have two active tracking categories, so if I use one for payroll tax then I only have one for everything else. I'd rather have a report.
An error occurred while saving the comment Freya Pieroz
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We get around this by manually assigning a tracking category to each employee, but that is subject to user error. An automatic report based on postcode would be easier (some of us would still have to adjust it for cross-border employees, like those that live in nearby NSW but work in Canberra, but it would give us a starting point).
Freya Pieroz
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3 votesFreya Pieroz
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222 votesFreya Pieroz
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2 votesFreya Pieroz
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7 votesFreya Pieroz
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9 votesFreya Pieroz
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1 voteFreya 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!