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32 results found
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5 votes
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Dennis Seyersdahl
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3 votesDennis Seyersdahl
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57 votes
An error occurred while saving the comment Dennis Seyersdahl
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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
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2 votesDennis Seyersdahl
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14 votes
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.
An error occurred while saving the comment 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
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145 votesDennis Seyersdahl
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276 votes
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
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1,142 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Dennis Seyersdahl
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40 votesDennis Seyersdahl
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138 votes
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
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30 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
Dennis Seyersdahl
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39 votesDennis Seyersdahl
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195 votesDennis Seyersdahl
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10 votesDennis Seyersdahl
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255 votes
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
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338 votes
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
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168 votesDennis Seyersdahl
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459 votesDennis Seyersdahl
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223 votesDennis Seyersdahl
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464 votesDennis Seyersdahl
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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.