Settings and activity
4 results found
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12 votes
Hi everyone, we're really grateful for your insight into how you use and apply sales tax when trading with customers. Our team have found this very valuable as we continue to develop auto sales tax across other areas of Xero.
With that in mind, our team have been working on auto sales tax within quotes and would love to get your feedback on it. If you'd be interested in signing up to our beta please share your interest through this form✍️ and we'll be in touch over the next couple of weeks. I'll return once our team have evaluated the outcomes and we have more progress to share.
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Sarah Booth
supported this idea
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55 votes
An error occurred while saving the comment Sarah Booth
commented
This is critical for making repeating invoices function properly. Currently, if there is an overpayment for a client of ours that is set up with repeating invoices, we have to go in and apply the overpayment immediately after the repeating invoice is sent and our repeating invoices are sent around midnight. If we don't do this, the client has submitted payments right away and then we still have the overpayment amount in their account. This feature could be a simple check box added to the set up process for a repeating invoice which allows you to check yes or no if you want any overpayments for this client to be automatically applied at the time that a repeating invoice is processed.
Sarah Booth
supported this idea
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359 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
An error occurred while saving the comment Sarah Booth
commented
Our sales team uses their direct email addresses when sending quotes. However, our invoicing team prefers that all invoices are sent from the accounts receivable email address rather than a direct email address. Is there a way to set it up so that the general accounts receivable email address we use is the default for all outgoing invoices but that the logged in users' email address is the default for everything else? Right now we have to go in and change it on a case by case basis when sending out invoices.
Sarah Booth
supported this idea
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114 votes
Hi community!👋
Thank you to everyone who contributed to the team’s research in this area. Your input has been invaluable. The discovery phase has given us rich insights, and we’re excited to share that we’ll be moving ahead to design and build a solution.
As we begin development, we’ll transition the idea into this next stage. We look forward to coming back to you when there are new opportunities to be involved and to share further updates along the way.🙏
An error occurred while saving the comment Sarah Booth
commented
This is critical for us. We need this function and aren't able to use the inventory tracking correctly without it. Additionally, we need to be able to send quotes for items that we don't have in inventory. We purchase the items from our vendors after we have a signed quote and rarely keep inventory on hand. Additionally, we often have to have an invoice submitted and paid before we can order hardware from vendors. Being able to go into negative inventory would vastly improve how we can use Xero.
Sarah Booth
supported this idea
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I second what both Dennis and Jennifer have mentioned below. We need the fucntionality to be able to use auto tax on both repeating invoices and on quotes. Without having it on quotes, we run the risk of sales staff feeling eager to get a quote out and inputting the incorrect sales tax on a quote, which then has to be adjusted and results in confusion with the client.