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  1. Universal Search to search unreconciled transactions

    9 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ann Daniels supported this idea  · 
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    Ann Daniels commented  · 

    I agree with this option being looked at as we have a client that has 6 bank accounts and we need to search in each of these bank accounts for transactions and it would be great to be able to utilise the universal search for the unreconciled items. Would be a major assistance. The current universal search assists us with general items and is fantastic to use....just would be better if the uncoded items also appeared in the results.

  2. Purchase order - Ability to attach PO to the invoice

    18 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Ann Daniels commented  · 

    Client requires this for tax invoices allocated to government offices to align with their accounts payable. Without this it will mean manually having to scan the 2 items and amalgamate rather then just having the automatic option. This will save them time and be more efficient.

    Ann Daniels supported this idea  · 

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

    767 votes

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    182 comments  ·  For small businesses » Business features  ·  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…

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    Ann Daniels commented  · 

    Client's are asking for this facility to be set up within their subscription and should be an option to be looked at.

    Ann Daniels supported this idea  ·