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3 results found

  1. Credit Note - Add a Credit Note from the "+" menu banner shortcut

    37 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Kayleen Walsh commented  · 

    This is a common complaint from our clients, that it is so difficult for them to find where to add a credit note and why it is not in the "+" menu.

    Kayleen Walsh supported this idea  · 

  2. Invoices/Bills - Feature to 'write off' as bad debt

    651 votes

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

    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!

    Kayleen Walsh supported this idea  · 

  3. Contact - Having custom fields on invoices and contacts

    481 votes

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

    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

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    Kayleen Walsh commented  · 

    We have multiple clients that want to be able to add service dates and docket numbers to the line items in an invoice. Other software providers have this ability. We don't want them to go to the other providers and this could be the deal breaker for them

    Kayleen Walsh supported this idea  ·