Settings and activity
5 results found
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508 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
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Ken Verma
commented
Yes agreed , certainly a very useful facility for the situations explained by Nadine.
We are not live in Xero yet and lack of this feature will certainly cause problems.Ken Verma
supported this idea
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114 votes
Hi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.
There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.
An error occurred while saving the comment Ken Verma
commented
Agreed without any reservations. This facility is essential.
An error occurred while saving the comment Ken Verma
commented
Only proves that anyone using system for Sales, requires a tiered pricing facility.
An error occurred while saving the comment Ken Verma
commented
Facility Is blatantly obvious in Sales.
Ken Verma
supported this idea
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An error occurred while saving the comment Ken Verma
commented
Ken Verma,
This is a must to enable flexibility in selling competitively to customers, without having to remember to adjust prices for different customers.
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189 votes
An error occurred while saving the comment Ken Verma
commented
Makes sense.
Ken Verma
supported this idea
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329 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Ken Verma
supported this idea
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1,242 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Ken Verma
supported this idea
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Agreed - Very Important.