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25 results found

  1. Bill - Copy a paid bill to a Credit Note

    115 votes

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    24 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone’s feedback and detail on how important this feature is for your businesses.

    To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.

    We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.

    To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…

    Pete Eastwood supported this idea  · 

  2. New Invoicing: Choose default calculation type for the discount column

    109 votes

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    74 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.

    With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.

    Pete Eastwood supported this idea  · 
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    Pete Eastwood commented  · 

    100%. its a fiddly change to make on every line

  3. Navigation - Buttons at top to navigate between pages of a list

    161 votes

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    submitted  ·  33 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Pete Eastwood supported this idea  · 

  4. Sales - Ability to calculate commissions

    33 votes

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    submitted  ·  11 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Pete Eastwood commented  · 

    Allow discounts to be +, so we can add £% to an item where we are adding commission for example. Currently I have to manual amend each line. Unless I am missing a trick and there is another way?

    Pete Eastwood supported this idea  · 

  5. Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page

    78 votes

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    35 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Pete Eastwood commented  · 

    Can the Next and Previous buttons on the reconciliation page be replicated at both the top and bottom of pages. Currently we have to scroll to the bottom to navigate on every page.

    Pete Eastwood supported this idea  · 
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