Settings and activity
16 results found
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386 votes
An error occurred while saving the comment Sherri Mackey supported this idea ·
An error occurred while saving the comment Sherri Mackey commented
How can an Accounting Software not have a vendor discount terms as part of the system? Right now I need to do it all manually AFTER I remember that my terms include an early discount that I have to calculate, discount off the bill I enter then ensure I pay early within those discount terms. The system should allow more than just a Net 30 term. It would be best if the business was allowed to create their own terms item, not forced to use what you think we need.
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59 votes
Sherri Mackey supported this idea ·
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78 votes
We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
Sherri Mackey supported this idea ·
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88 votes
Hi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.
We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.
I will share if there are any plans or progress to share on this, here.
Sherri Mackey supported this idea ·
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138 votes
Hi Kelly, and others that have joined the idea here sorry it's taken me a little to round back.
We really value the feedback we've been receiving on the visuals of the homepage and our customers feelings on the sizing and layout of widgets.
- related to sizing of widgets - we have another idea that'd also be good to vote and stay updated on
Regarding any issues on opting out - I connected with our product team, and understand there was a brief issue for a very small group of users right at the beginning of the beta that may have caused trouble for some when trying to Opt out however I can confirm this was quickly fixed and shouldn't inhibit them any longer.
However, it's worth noting that only the Subscriber can choose to opt out and this will remove the experience for everyone within that org, there is…
Sherri Mackey supported this idea ·
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76 votes
Hi team, thanks for the engagement this idea has received already. We appreciate hearing the differences in layouts and sizing of widgets that would be most useful.
Right now our product team are staying close to the feedback that is coming through this channel to carefully consider.
If there are any plans to share around the sizing of widgets we'll let you know!
Sherri Mackey supported this idea ·
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133 votes
Thanks for reviewing and letting us know how we could keep improving the new homepage experience.
For the time being we're paying attention to the pulse of this idea, here.
We will let you know if there are any updates.
An error occurred while saving the comment Sherri Mackey commented
Adding and removing widgets to customize the home page is already a current feature, so as long as each individual is still able to customize, which the beta prototype indicates, then there should be no need for 'set' view formats.
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4 votes
Hi Sherri, thanks for your feedback. I know you started your idea in the Navigation and Homepage forum however this appears to relate to the Contacts page where you attach files to a contacts record.
I've slightly update the title of your idea and moved this across forums. We will start to get a sense of the interest in this from the community here.
Sherri Mackey shared this idea ·
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89 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
Sherri Mackey supported this idea ·
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1,293 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…
An error occurred while saving the comment Sherri Mackey commented
Chariel Kines - How we got around this was including the address as a LINE ITEM with the Shipping. Example: UPS Ground: ABC Company, 123 Main Street, Anywhere, NY
This helped it retain on the invoice incase we had to resend. It was an easy fix since the "Ship To" box was not included on the invoice template anyway, we removed it from our custom template so it only shows the Bill To on the top of the invoice.
Hope this is helpful to you.
Sherri Mackey supported this idea ·
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13 votes
An error occurred while saving the comment Sherri Mackey commented
How about allowing edits to invoice without removing a payment. Sometimes wrong items are selected or they change their mind. Would be nice to be able to modify the invoice without unaplying payment, updating and reaplying.
Sherri Mackey supported this idea ·
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38 votes
An error occurred while saving the comment Sherri Mackey commented
Ability to modify an invoice after payment has been applied. Many times a customer modifies the ship method or adds a item after we apply payment and unless we unhook, which we don't like to do for many reasons, we cant modify or adjust the invoice. This is a basic concept. We are forever creating dash -1 invoices (to tie to the original order) for upgraded shipping or adding an artwork item as a last minute update HOURS after we charge and send the invoice to the client.
Sherri Mackey supported this idea ·
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211 votes
Thanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
Sherri Mackey supported this idea ·
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81 votes
Sherri Mackey supported this idea ·
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408 votes
Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊
We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.
Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.
I'll keep you looped in on further updates here.
An error occurred while saving the comment Sherri Mackey commented
The ability for a customer to pay all open invoices off the statement would be nice vs them opening each invoice.
It would also be nice to allow the amount being paid to be modified. Sometimes they want to split the payment, which they cant do at this time. Its pay the full amount or none. I prefer something to nothing.
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82 votes
Sherri Mackey supported this idea ·
1%10 Net 30, 2% 10 Net 30 are normal discounts that would be helpful if auto-calculated vs manually adding on each bill.