Settings and activity

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1. Account Transactions report - Include project column

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   submitted  ·  41 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Dan Quigley commented  ·  18 April, 2024  ·  Edit…  ·  delete…

   This would be a massive help to our workflow and solve problems many of our clients are experiencing in being able to audit what transactions have not been assigned to a project to be collected as a billable expense.

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   Dan Quigley supported this idea  ·  18 April, 2024

2. Invoicing - Customers to pay deposits on invoices

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   144 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.

   In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.

   However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.

   While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.

   We’ll be sure to keep you updated on our progress right here on this thread. Thanks for being involved and sharing with us through community product ideas!🙂

   Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.

   In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.

   However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.

   While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.

   We’ll be sure to keep you updated… more

   Dan Quigley supported this idea  ·  01 December, 2022