Settings and activity
14 results found
-
32 votes
carolyn austin
supported this idea
·
-
259 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
An error occurred while saving the comment carolyn austin
supported this idea
·
-
544 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
carolyn austin
supported this idea
·
An error occurred while saving the comment carolyn austin
commented
I vote for this too.
It is confusing for the customer to just get a reminder for one invoice outstanding when there are actually more outstanding.
Within the Invoice Reminders set up, it would be helpful if we could have the option to automate sending both a statement and all outstanding invoices at regular intervals if overdue.
Also, Invoice Reminders need an “and every xx days thereafter” option so that reminders don’t stop if payment has not been made.
Thanks
-
409 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
carolyn austin
supported this idea
·
An error occurred while saving the comment carolyn austin
commented
I am doing the same as Helen Walker below.
I add the clients own "Finance@clientname.com" email address in the Edit Contacts section of each customer so that all sales invoices are copied to that email address and we have proof that it went out.
If this could be set up as a default option rather than having to remember to do it on every customer account it would be really helpful.
I know that I can send myself a copy but I do not want all the clients invoice emails to come to my own company address.
-
153 votes
An error occurred while saving the comment carolyn austin
commented
Yes this would save loads of time!
In addition, clients using the Xero Mobile App to upload receipts sometime upload business receipts paid for personally but forget to choose the “I want to be repaid” rather than the Company bank account.
It would be great if I could either:
• Recode the Spend money transaction to the “Directors Current Account” (payments to this account are enabled), or
• Find & Recode – use this to recode them all at once to the DCA.At the moment I have to cancel them and re-enter as Expenses on the directors supplier account and then clear to their DCA.
carolyn austin
supported this idea
·
-
20 votes
Appreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
carolyn austin
supported this idea
·
An error occurred while saving the comment carolyn austin
commented
The option to just copy your own email address on a Query being sent would provide some sort of record and mean that you could see
a) that it was sent and
b) the email template that was used -
6 votescarolyn austin
shared this idea
·
-
631 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
carolyn austin
supported this idea
·
-
286 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.
carolyn austin
supported this idea
·
-
14 votescarolyn austin
supported this idea
·
-
12 votescarolyn austin
supported this idea
·
-
19 votescarolyn austin
supported this idea
·
-
208 votescarolyn austin
supported this idea
·
-
163 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
carolyn austin
supported this idea
·
I vote for this too please. We need the ability to match an invoice partially against a PO. Instead, I am having to amend the PO amount to the invoiced amount and create a new PO for the difference. This is a real time waster. I am surprised it is not available yet.