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Settings and activity

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  1. Tracking - Not For Profit Tracking Categories for Statement of Activities

    8 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Olga Robinson supported this idea  · 

  2. Audit Trail Report

    385 votes

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    submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Olga Robinson supported this idea  · 

  3. Invoices/Bills - Feature to 'write off' as bad debt

    702 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    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!

    Olga Robinson supported this idea  · 

  4. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    620 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Olga Robinson supported this idea  · 

  5. New invoicing - Option to use Xero Network

    209 votes

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    162 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero. 

    I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon. 

    Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂

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    Olga Robinson commented  · 

    It doesn't make sense why this is not on the new invoice screen, especially as xero is incouraging you to use the new invoice screen.

    This really needs to be resolved as soon as possible.

    Olga Robinson supported this idea  ·