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  1. 5 votes

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    Dennis Seyersdahl commented  · 

    I sat down with the quote team recently and they are working on this. I agree this is a hassle.

    Dennis Seyersdahl supported this idea  · 
  2. 6 votes

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    Dennis Seyersdahl commented  · 

    Jennifer,
    That is one reason I opened this.

    The others are that I have to make sure that I have the correct taxing not only for repeating invoices but also for my quotes. It takes so much more time that having to use the AutoTax feature. It is such a great feature when used but it feels like it was poorly implemented meaning only partially done. If they could add this to both repeating invoices and quotes it would be such a time saver. I would assume it should take only a small amount of programming to link it to these areas.

    Dennis Seyersdahl shared this idea  · 
  3. 70 votes

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    Dennis Seyersdahl commented  · 

    I would like to see the ability to group or package items together for a single line item with custom description. As I am growing my business, I am finding that this will be most helpful so I can have a line item that incorporates many products into 1 product but have the ability to track or see how much is being sold individually as many products will be in different packages.

    Dennis Seyersdahl supported this idea  · 
  4. 213 votes

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    Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.

    I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.

    When there is opportunity to pick this up, I will share any news with you all here.

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    Dennis Seyersdahl commented  · 

    As an MSP that uses Xero one of my customers employees received several Online Crypto Purchase Invoices coming from Xero email accounts. He does not do Crypto for 1. Secondly these are phishing emails using messaging.service@post.xero.com.

    This is why we need our own ability to use our own domain to send out these messages.

    If Xero is going to take any responsibility and Liability for someone clicking on a bad link or paying for an unknown invoice, then keeps the domain as Xero. I will be happy to have the attorneys that received this fight this battle. It was a law firm that received several of these messages I attached so other users can see what they received.

    I appear "Bad Actors" are now trying to use Xero to fool people into paying for Crypto using Xero. Invoices. Xero either knows about this and is investigating the issue or no one has mentioned it to them and are unaware about this issue. I am assuming nothing is being said from Xero about this yet as they are investigating.

    Xero you can reach out to me directly if you need to. But if I start losing customers because of this I will take legal means to hold you accountable for all money's lost and future estimated costs.

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    Dennis Seyersdahl commented  · 

    I've used Zoho products before and my experience was great at first then customer service became a nightmare, and prices increased a lot, and development stopped listening and negotiations of pricing became difficult. Unfortunately, this is not on a Zoho or any other application. Which is why I go with Customer Service as a high number is calculating what products I refer and use. I was more upset than people on any of the Xero boards. Also, Xero is just getting started in the US compared to Europe. It is much bigger platform there vs here and so much better than QuickBooks even with the things it needs to develop.

    I do agree we should have the option to use our own domains as a way to send out invoices, quotes, etc..

    Dennis Seyersdahl supported this idea  · 
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    Dennis Seyersdahl commented  · 

    Add an option for us to add a company email address to send from within the system using user name/password authentication. This could be from a system such as Microsoft 365. This could be an integration with a company's Microsoft 365 system.

  5. 5 votes

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    Dennis Seyersdahl shared this idea  · 
  6. 16 votes

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    Rounding back on the idea here it sounds like using non tracked inventory could be a solution. 

    In Products and services you can add items and enter a Purchase price and a Sales price for the same item. 

    This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.

    Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items. 

    Keen to hear your feedback for these options. 

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    Dennis Seyersdahl commented  · 

    Kelly Munro (Admin, Xero) as this may seem like a work around it is easier to add a markup to show how much one wants to mark up a product. Although, the feature would have to have a way to show a discount to the user. Some users I mark up more than others due to several factors. One being risk of payment taking too long. I want my customers to see the MSRP so that they know how much I am saving them. It is important to show them these costs. It is what keeps them coming back. And I like to track items. They do not need to see the markup cost, but the translated Discount percentage from the MSRP from the markup.

    Dennis Seyersdahl supported this idea  · 
  7. 161 votes

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    Dennis Seyersdahl supported this idea  · 
  8. 111 votes

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    Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.

    As a global business with many requests for our different regions and needs, we are not able to build everything at once. 

    We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.

    Dennis Seyersdahl supported this idea  · 
  9. 338 votes

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    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 


    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.


    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

    Dennis Seyersdahl supported this idea  · 
  10. 1,272 votes

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    Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

    We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

    We appreciate your patience as we work through the complexities…

    Dennis Seyersdahl supported this idea  · 
  11. 45 votes

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    Dennis Seyersdahl supported this idea  · 
  12. 180 votes

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    We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.


    At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.


    It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.


    In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here

    Dennis Seyersdahl supported this idea  · 
  13. 31 votes

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    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 

    Dennis Seyersdahl supported this idea  · 
  14. 43 votes

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    Dennis Seyersdahl supported this idea  · 
  15. 237 votes

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    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

    Dennis Seyersdahl supported this idea  · 
  16. 13 votes

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    Dennis Seyersdahl supported this idea  · 
  17. 299 votes

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    Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.

    As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.

    In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers

    Dennis Seyersdahl supported this idea  · 
  18. 396 votes

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    Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

    ✍️ If this is something you’d like to be a part of, please …

    Dennis Seyersdahl supported this idea  · 
  19. 203 votes

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    Dennis Seyersdahl supported this idea  · 
  20. 484 votes

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    Dennis Seyersdahl supported this idea  · 
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