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152 results found
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22 votes
Hi team, I'm pleased to share that we are moving this idea to In development. We know ease of being able to create new accounts while you invoice is useful to our customers and our team have a focus on this.
I'll be back to share when this is ready and shipped to you all 🙂
Admin Operator
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17 votes
Hi all, we’ve now made Product Ideas available in Xero Central search, you’ll spot them in the results with their green label for “Product Idea” or you can filter your search under “What do you want to do?” to select “Share an idea”. 😁
As mentioned in our last update we’re also looking into making Product Ideas easier to find - we’ll update this idea once we’ve got more to share.
Admin Operator
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11 votes
Hi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.
If this isn't suitable, could you explain bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks
Admin Operator
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44 votes
Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.
Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.
Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.
Admin Operator
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32 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
Admin Operator
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28 votes
Hi team, thanks for the extra input and detail in how your business operates in relation to the needs here.
I want to be transparent with you all here that this isn't something we have plans for developing projects for at this time, however are continuing to pay attention to the ideas and improvements our customers would like to see in this feature through these forums. I'll share if there are any updates planned.
Admin Operator
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319 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
Admin Operator
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606 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Admin Operator
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1,155 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Admin Operator
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531 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Admin Operator
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537 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Admin Operator
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1,258 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Admin Operator
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1,096 votes
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…
Admin Operator
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110 votesAdmin Operator
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530 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Admin Operator
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20 votes
Hi community, thank you for continuing to support and engage us with about your needs in flexible ways of making payments with Xero.
As noted in my last update, we have our bill payments solution with Crezco that offers the ability to schedule a future date of payment.
Similarly, we now have US bill payments with Melio that encompasses the ability to schedule a payment to be made on a specific date.
We are continuing to expand on our bill payments agnostic solutions and I'll keep you updated here of other regions this functionality becomes available.
Admin Operator
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265 votes
Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
Admin Operator
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89 votes
Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.
Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.
We’ll continue to monitor the support for this idea and will keep you updated with any future changes.
Admin Operator
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152 votesAdmin Operator
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69 votesAdmin Operator
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Kelly Munro (Community Manager, Xero) regarding your Response 5/10/22
you mentioned that you we're going to keep close to the Idea & would share any progress!!!
Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)
Just wondering how that is going? Most Basic Features that any other accounting packages has & Xero does not, nore are they doing anything about it - Still just creating Beautiful........
How about getting BASIC mastered first!!!!!!!!!!!!!!!!