Settings and activity

7 results found

1. Contact - Having custom fields on invoices and contacts

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   225 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

   With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

   Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

   We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

   Alfred Ang supported this idea  ·  19 November, 2024

2. Products & services - Ability to group items

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   submitted  ·  22 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Alfred Ang supported this idea  ·  25 September, 2024

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

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   183 comments  ·  For small businesses » Business features  ·  delete…  ·  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 today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   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… more

   Alfred Ang supported this idea  ·  24 September, 2024

4. Branding - Links to Invoices from custom DOCX Statements

   42 votes

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   submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Alfred Ang supported this idea  ·  12 August, 2024

5. Customer statements - Change how Credits and Overpayments are reflected

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   3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Neilin, I know you've mentioned customising the template, however from the sounds you'd like to change the behaviour of how items within a customer statement is represented?

   
   

   If so it'd be good to understand more of the reason of why you're wanting to show overpayments as a positive? 

   If a customer has paid more than expected amount this amount is then a credit on their record and in turn draws down the total amount owed. 

   Alternatively you may want to be looking at recording as a prepayment? 

   Alfred Ang supported this idea  ·  14 December, 2023

6. Account transaction report | Grouping - Ability to show opening & closing balances

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   submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Alfred Ang commented  ·  13 December, 2023  ·  Edit…  ·  delete…

   This is an important feature! Hope can be expedited soon!

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   Alfred Ang supported this idea  ·  13 December, 2023

7. Batch Deposit - More than 50 transactions

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   57 votes

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

   
   

   Alfred Ang supported this idea  ·  03 February, 2023