Settings and activity
4 results found
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4 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how the workflow for creating and selecting tracking options could be improved.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Janice de Villa
supported this idea
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6 votesJanice de Villa
shared this idea
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110 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
An error occurred while saving the comment Janice de Villa
commented
The margin for unintentional error has greatly increased - I would like to see users be allowed to set this to default to their organisation's preference instead of having to manually input the % symbol each time. We could then possibly have a tick box to switch the discount column to numerical if and when required, without impacting the company default setting.
Please Xero, do something about this, I am sure the majority of users calculate discounts as a percentage.Janice de Villa
supported this idea
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53 votes
An error occurred while saving the comment Janice de Villa
commented
Xero does not have the functionality to part-invoice a client for the value of the deposit or balance due.
We often require 60% payment upfront, with the remaining 40% balance due prior to delivery.
At present we issue proforma invoices and leave the client to figure out how much their 60% deposit is because Xero can't do this for us.
From the Accounting side, our Accounts team often post the deposit as an overpayment, which makes it difficult to see if and when a deposit has been paid. it would be so much easier if we were able to issue a deposit invoice, followed by the balance invoice, and finally generate the final VAT invoice to the client when everything has been settled.
Janice de Villa
supported this idea
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Our company recently combined all departments onto one Xero account. It would be great to be able to see a 'Department' column on the Business - Quotes / Business - Invoices / Business - Purchase Orders pages so that we can see which departments have raised which quotes etc.
In general, it would be great to be able to customize the overview/summary views to tailor it to which columns are relevant to our business.