Settings and activity
29 results found
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9 votes
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Ashley Head
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3 votesAshley Head
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10 votesAshley Head
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29 votesAshley Head
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22 votesAshley Head
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137 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Ashley Head
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25 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
An error occurred while saving the comment Ashley Head
commented
It would be extremely useful if we had the option to include the outstanding invoices as an attachment when sending statements.
When we send end of month statements we always have clients email us asking for a copy of the invoice as the statements don't give enough details.
Ashley Head
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605 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Ashley Head
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164 votes
An error occurred while saving the comment Ashley Head
commented
For salary part time workers we need the option to record their default days of the week and how many hours they work on those days.
We currently have to manually change the hours on all leave requests for part time employees as Xero divides their weekly hours by 5 and calculates that is how much they work per day. This also means that Xero can't calculate public holidays correctly for part time employees and it needs to be manually changed each time.
Ashley Head
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Yes this is very necessary. I don't know any accounting firm that works on job budget time, it is always dollars.
All of our jobs have $ budgets and we manage our WIP in $ not time.
Another extremely useful column in the job manager would be $ budget left - eg $ budget minus estimated billable. This is a feature that is part of MYOB job manager and was very useful data.
I currently have to run a custom job manager report and export it to excel to get a useable job manager.