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664 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
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836 votesPenny KENNEDY
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224 votesPenny KENNEDY
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284 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Penny KENNEDY
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292 votesPenny KENNEDY
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677 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
Penny KENNEDY
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70 votes
An error occurred while saving the comment Penny KENNEDY
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31 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.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
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
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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.…
Penny KENNEDY
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514 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Penny KENNEDY
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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.
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.