Settings and activity
33 results found
-
5 votes
An error occurred while saving the comment 
Dennis Seyersdahl
supported this idea
·
-
6 votes
An error occurred while saving the comment 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
·
-
67 votes
An error occurred while saving the comment 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
·
-
211 votes
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 regularly 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.
We'll move the idea back to submitted so we can continue to gauge the interest through votes here. When there is opportunity to pick this up, I will share any news with you all here.
An error occurred while saving the comment 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.
An error occurred while saving the comment 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
·
An error occurred while saving the comment 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 votesDennis Seyersdahl
shared this idea
·
-
15 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
supported this idea
·
-
158 votesDennis Seyersdahl
supported this idea
·
-
321 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
supported this idea
·
-
1,254 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
supported this idea
·
-
45 votesDennis Seyersdahl
supported this idea
·
-
177 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
supported this idea
·
-
31 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
supported this idea
·
-
43 votesDennis Seyersdahl
supported this idea
·
-
234 votesDennis Seyersdahl
supported this idea
·
-
13 votesDennis Seyersdahl
supported this idea
·
-
295 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
supported this idea
·
-
391 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
supported this idea
·
-
201 votesDennis Seyersdahl
supported this idea
·
-
479 votesDennis Seyersdahl
supported this idea
·
-
250 votesDennis Seyersdahl
supported this idea
·
I sat down with the quote team recently and they are working on this. I agree this is a hassle.