Settings and activity
13 results found
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57 votes
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HANNES OLIVIER Snr
supported this idea
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69 votes
An error occurred while saving the comment HANNES OLIVIER Snr
commented
Is it possible to create a link between a quote and invoice that will indicate on the quote what was invoiced. This is of great importance for partial deliveries and will ease the effort that is done as it would automatically take only the outstanding items to the second invoice. It also will also make follow-ups easier and should be available in reports.
A similar feature between invoices and bills that will enable us to draw a backorder report for ease of use.
Both these features was available in Quick Books and was very useful
An error occurred while saving the comment HANNES OLIVIER Snr
commented
Is it possible to create a link between a quote and invoice that will indicate on the quote what was invoiced. This is of great importance for partial deliveries and will ease the effort that is done as it would automatically take only the outstanding items to the second invoice. It also will also make follow-ups easier and should be available in reports.
A similar feature between invoices and bills that will enable us to draw a backorder report for ease of use.
HANNES OLIVIER Snr
supported this idea
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21 votes
An error occurred while saving the comment HANNES OLIVIER Snr
commented
Is it possible to create a link between a quote and invoice that will indicate on the quote what was invoiced. This is of great importance for partial deliveries and will ease the effort that is done as it would automatically take only the outstanding items to the second invoice. It also will also make follow-ups easier and should be available in reports.
A similar feature between invoices and bills that will enable us to draw a backorder report for ease of use.
HANNES OLIVIER Snr
supported this idea
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14 votes
An error occurred while saving the comment HANNES OLIVIER Snr
commented
Is it possible to create a link between a quote and invoice that will indicate on the quote what was invoiced. This is of great importance for partial deliveries and will ease the effort that is done as it would automatically take only the outstanding items to the second invoice. It also will also make follow-ups easier and should be available in reports.
A similar feature between invoices and bills that will enable us to draw a backorder report for ease of use.
HANNES OLIVIER Snr
supported this idea
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278 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
HANNES OLIVIER Snr
supported this idea
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309 votesHANNES OLIVIER Snr
supported this idea
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110 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
HANNES OLIVIER Snr
supported this idea
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303 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
HANNES OLIVIER Snr
supported this idea
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483 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
HANNES OLIVIER Snr
supported this idea
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715 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
HANNES OLIVIER Snr
supported this idea
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626 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.HANNES OLIVIER Snr
supported this idea
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1,287 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…
HANNES OLIVIER Snr
supported this idea
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1,173 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…
HANNES OLIVIER Snr
supported this idea
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It is imperative the minimum quantity as well as typical quantity can be set. What a minimum quantity is reaches an email or notification needs to be sent in order to ensure that our business runs smoothly. This is available in QuickBooks and surely needs to be available in Zero