Settings and activity

30 results found

1. Branding - Set defaults for different types of transactions

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   4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Dennis Seyersdahl supported this idea  ·  22 February, 2023

2. Multi-Factor Authentication: Support for third party push notifications

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   submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Dennis Seyersdahl supported this idea  ·  22 February, 2023

3. Quote - Ability to create template in Quote section

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Dennis Seyersdahl supported this idea  ·  22 February, 2023

4. Xero for personal use

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   submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Dennis Seyersdahl supported this idea  ·  22 February, 2023

5. Inventory - Option to automatically update purchase price when buy new product

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

   Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.

   Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.

   Dennis Seyersdahl supported this idea  ·  22 February, 2023

6. Subscription Invoices - attach as pdf

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   11 comments  ·  For small businesses » Subscription & support  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Dennis Seyersdahl supported this idea  ·  22 February, 2023

7. Quotes - View Inventory Item Cost

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   1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses? 

   When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned. 

   Dennis Seyersdahl supported this idea  ·  22 February, 2023

8. Inventory - First-In-First-Out (FIFO) option in Tracked Inventory

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Dennis Seyersdahl supported this idea  ·  22 February, 2023

9. Inventory - Bulk update/import stock quantities

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Dennis Seyersdahl supported this idea  ·  22 February, 2023

10. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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    168 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

    • Include detail of any charges for late payments to your invoice template Payment terms & details, and
    • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
    • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
    • Explore Xero's app store to see if you can find an integration that works for your business needs
    • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

    We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

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    Dennis Seyersdahl commented  ·  13 January, 2023  ·  Edit…  ·  delete…

    I selected Critical as I am dealing with this right now. I have to go in and adjust the cost every week.

    I encourage all to vote on the how important is this to you?

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    Dennis Seyersdahl supported this idea  ·  13 January, 2023
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    Dennis Seyersdahl commented  ·  11 January, 2023  ·  Edit…  ·  delete…

    What will it take to get XERO to respond why this is not on the roadmap yet or when it will plan to be done. You are so far ahead in many ways of QuickBooks and others, but this is a big deal for most of us.

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    Dennis Seyersdahl commented  ·  15 December, 2022  ·  Edit…  ·  delete…

    Xero does talk to people and get their opinions on things they are working on. I have participated in these and appreciate it.

    But as others have mentioned this is a must for small businesses so that we can easily collect from our customers who are late. I agree this is really a feature that needs to be addressed sooner than later. It takes a lot of time to get this figured out and adjusted on the invoices especially in times like we are going through right now with the inflation and possible recession. We may see more of this popping up with customers being late which is causing us to be late, etc. We get charged but we need to have the ability to do the same easily.

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