Settings and activity

123 results found

1. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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   74 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

   Anura Ranasinghe supported this idea  ·  02 April, 2024

2. New Invoicing - Make the History & Notes the same as in Classic Invoicing

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   133 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

   We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

   We still have more enhancements on the way for history and I'll be back again when more updates land. 

   Anura Ranasinghe supported this idea  ·  02 April, 2024

3. New Invoicing - Reduce number of steps and clicks

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   741 votes

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   264 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

   Anura Ranasinghe supported this idea  ·  02 April, 2024

4. Invoice Settings - Ability to create multiple numbering sequences

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   submitted  ·  26 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Anura Ranasinghe supported this idea  ·  02 April, 2024

5. Inventory - Add an alert when Product reaches a 'low' quantity

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   submitted  ·  14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Anura Ranasinghe supported this idea  ·  30 March, 2024

6. Cheque Register: Option to use feature outside of Canada & US

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Anura Ranasinghe supported this idea  ·  30 March, 2024

7. Invoices - Show total amount as text instead of numericals

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   0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Anura Ranasinghe supported this idea  ·  17 February, 2024

8. Inventory - First-In-First-Out (FIFO) option in Tracked Inventory

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Anura Ranasinghe supported this idea  ·  31 January, 2024

9. Inventory: Tracked serial numbers

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Anura Ranasinghe supported this idea  ·  31 January, 2024

10. Inventory - Bundle multiple products together within tracked inventory

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    submitted  ·  38 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Anura Ranasinghe supported this idea  ·  31 January, 2024

11. Reports - Inventory Item details report to include columns for Item code and tracking

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Anura Ranasinghe supported this idea  ·  31 January, 2024

12. Advanced Inventory - Assembly Inventory

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    submitted  ·  20 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Anura Ranasinghe supported this idea  ·  31 January, 2024

13. Payroll | Employees - Upload/attach files in notes section

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    submitted  ·  190 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    Anura Ranasinghe supported this idea  ·  31 January, 2024

14. Profit & Loss Report - compare tracking categories

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    11 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Anura Ranasinghe supported this idea  ·  31 January, 2024

15. Chart of Accounts - Assign a Tracking category

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Anura Ranasinghe supported this idea  ·  31 January, 2024

16. Invoices - Option to convert to bill

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Anura Ranasinghe supported this idea  ·  31 January, 2024

17. Bank statement - Filter by spent or received

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Anura Ranasinghe supported this idea  ·  12 January, 2024

18. Invoices - Ability to show recurring invoices within the Contacts page

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    Anura Ranasinghe supported this idea  ·  29 December, 2023

19. Contacts - Add a Job Title field

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    11 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.

    Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.

    If there is any plans made around this we will update you of this, here.

    Anura Ranasinghe supported this idea  ·  29 December, 2023

20. Contacts - Show Payment Terms by Contact

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    Anura Ranasinghe supported this idea  ·  29 December, 2023