Settings and activity
238 results found
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25 votes
TENG CHRISTOPHER
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10 votes
Hi team, not getting a lot of traction overtime we will soon remove this idea from the platform.
As mentioned in our last update while we don't have a direct feature for reporting by sales person, there is a means to use one of your tracking categories to monitor and report by sales people in your organisation.
- Create a tracking category called something like 'Sales Rep', and create category options within the category for each of your sales staff.
- When a sales invoice or quote is created, you can include the staff member's name in the staff member (Tracking) field on the invoice/quote.
- You can then use the Tracking reports to see the sales that relate to each 'Sales Rep' and calculate commission manually outside of Xero.
Alternatively, we'd recommend exploring our Xero app store to find a solution that can offer this and more functionality to track and report…
TENG CHRISTOPHER
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390 votesTENG CHRISTOPHER
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73 votes
Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.
While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.
To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central explains some of these options that can help with needs expressed in this conversation.
The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.
For future cases, if you're looking to…
TENG CHRISTOPHER
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47 votesTENG CHRISTOPHER
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212 votesTENG CHRISTOPHER
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87 votesTENG CHRISTOPHER
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407 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…
TENG CHRISTOPHER
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45 votesTENG CHRISTOPHER
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181 votesTENG CHRISTOPHER
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273 votes
Hi community, we're thankful for all your support and letting us know the importance of this idea to you in appropriately recording Fixed Assets in Xero.
As many will have experienced we've launched a new version of Fixed Assets to most regions with just a portion of AU left to receive this new experience. There's been lots of work from the team to develop this version all built on updated technology that'll enable growth in this space, overtime.
Currently, though we've done some initial discovery of what'd be required to build the capability to proportion assets depreciation for business and private use in all regions, this hasn't been currently planned for the short term.
For the time being, we'd recommend posting manual journals to record the private use apportionment of a Fixed Assets depreciation.
If you're using Fixed Assets in NZ it's possible to set up an asset and apportion…
TENG CHRISTOPHER
supported this idea
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107 votes
Thanks for the on-going support in this idea, everyone. We're pleased to share that work in inventory and purchase orders is moving along well.
As noted in our last update, work for negative inventory is in progress, and our team are looking at how this flow works through to sales invoices for backorders. We'll share more as soon as there's news.
TENG CHRISTOPHER
supported this idea
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77 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
TENG CHRISTOPHER
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29 votesTENG CHRISTOPHER
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192 votesTENG CHRISTOPHER
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134 votes
Hi team, we appreciate and thank everyone for feedback. While we began a roll-out for the notification changes mentioned in my last update, as shared in some of the recent comments this resulted in a fair amount of noise for some customers inbox.
We've made the decision to turn off the recent notifications changes.
We'd like to provide more controls around this so users can set a preference, however this does require a fair amount of work and not something we're able to do right now.
Please know we have keen eyes on this idea and when we're in a position to progress this again I'll share news with you all here. Thanks
TENG CHRISTOPHER
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762 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
TENG CHRISTOPHER
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92 votesTENG CHRISTOPHER
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17 votes
Hello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history.
At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow.
If there’s any news to share, we’ll come back here and let you all now.
TENG CHRISTOPHER
supported this idea
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234 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
TENG CHRISTOPHER
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