Settings and activity
10 results found
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428 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Penny KENNEDY
supported this idea
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An error occurred while saving the comment -
728 votes
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!
Penny KENNEDY
supported this idea
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958 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
Penny KENNEDY
supported this idea
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238 votesPenny KENNEDY
supported this idea
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319 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Penny KENNEDY
supported this idea
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305 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Penny KENNEDY
supported this idea
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85 votes
An error occurred while saving the comment Penny KENNEDY
commented
This would be great if you can choose to not update old Invoices. As stated above the old Invoices prior to the address update are then incorrect. On QuickBooks's this is only altered in the new Invoices. You are also able to go back into the old Invoices and change contact details if required.
Penny KENNEDY
supported this idea
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36 votes
Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.Â
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -Â
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
Penny KENNEDY
supported this idea
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1,327 votes
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…
Penny KENNEDY
supported this idea
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637 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Penny KENNEDY
supported this idea
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An error occurred while saving the comment Penny KENNEDY
commented
Having custom fields is vital to our Invoicing system.
The majority of our customers are Invoiced once a week (at their request) with 5 to 6 days worth of Dockets/Jobs to be entered, with date, addresses of delivery &/or pick up & PO's for each individual job. It's common practice for 10+ jobs per day, x 6 day's to be all included in one Invoice per truck. Our Customers require Invoicing per truck. So this will go from 6 Invoices in the current system to 100's & 100's of individual Invoice's in your current system.
We have been Invoicing this way on QuickBooks for years.We are in the transition period of swapping from QuickBooks to Xerox right now. My customers will not be happy with having 60+ Invoices per Truck.
This will create a large headache and unnecessary financial expenses for our business & the majority of our major Customers businesses. I can not afford to lose Customer's over something that is very simple & common practice in the other major accounting software programs. I was hoping that moving to Xerox was going to be a positive move for us.Please fix this so I don't have to go back to QuickBooks as I have heard so many wonderful thing's about Xerox. Hence the move.
I really can't understand how this is not apart of Xero. I'm new to Xero & have just discovered this due to my customer complaints.