Settings and activity
15 results found
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392 votes
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Sherri Mackey
supported this idea
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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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108 votesSherri Mackey
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94 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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95 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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147 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
Sherri Mackey
supported this idea
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84 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Sherri Mackey
supported this idea
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143 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
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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7 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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98 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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1,327 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…
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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14 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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40 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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220 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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88 votesSherri Mackey
supported this idea
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85 votesSherri Mackey
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1%10 Net 30, 2% 10 Net 30 are normal discounts that would be helpful if auto-calculated vs manually adding on each bill.