Settings and activity

2 results found

1. Invoices - Feature to 'write off' as bad debt

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

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills we’re going to separate the idea for each feature. I’ve created one for managing bad debts in bills across here and highly encourage anyone from this thread to vote for if you’d like to see this developed to handle supplier engagements.

   We will gladly share if there is any development for bad debts in either of these features.

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills… more

   Brigitte Barrett supported this idea  ·  16 June, 2023

2. Reporting - Automatic generation and emailing of reports

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   284 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

   Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

   We will be back to share outcomes from the teams exploration.

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   Brigitte Barrett commented  ·  04 May, 2023  ·  Edit…  ·  delete…

   9 years ago this was posted? Is there any progress!!!

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   Brigitte Barrett supported this idea  ·  04 May, 2023
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   Brigitte Barrett commented  ·  14 March, 2023  ·  Edit…  ·  delete…

   Automatic scheduling and sending reports to management teams is critical in running a business - really surprised this hasn't been developed yet..

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