Settings and activity

189 results found

1. Sales: Invoicing - Include QR code for quick entry

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   14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the interest for being able to add QR codes to invoices. 

   While this is something we started looking into this is not something we're developing. 

   To set the right expectation I'll shift this status to submitted and we can continue to track the interest here. 

   TENG CHRISTOPHER supported this idea  ·  17 March, 2023

2. Inventory - Landed Cost allocation

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  17 March, 2023

3. Reports - Adjust column width

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   50 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful? 

   TENG CHRISTOPHER supported this idea  ·  17 March, 2023

4. Inventory - Create groups/combinations of items

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  17 March, 2023

5. Bank Reconciliation: Cash Coding - Bank Transfers

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   submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  17 March, 2023

6. Dashboard - Track Quotes

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   99 votes

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   54 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

   At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

   If there is any change planned in this space we'll be sure to update you on this. 

   TENG CHRISTOPHER supported this idea  ·  17 March, 2023

7. Lock Dates - Allocate Credit Notes to Invoices/Bills before a Lock Date

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   23 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.

   Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.

   When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals can change important reports like the Balance Sheet and the P&L(Income Statement), as well as impacting your local sales tax.

   So to be clear

   • An invoice in a locked period can be settled with a credit note which is not dated in the locked period because we are able to build the correct journals on the date of the credit note
   • A credit note in a locked period can be allocated to an invoice which is not dated in the locked period because we are able to build the correct journals on the date of the invoice
   • If both credit note and invoice exist in the locked period then they can’t be allocated against each other because we can’t build journals in the locked period

   Xero prompts you to allocate credit as soon as there is both credit and something which it could be allocated to. If you skip that prompt and have both documents entered but unallocated before you locked the period, then to allocate them you need to allow new journals to be created in that period, meaning you will need to unlock the period.

   Lock dates provide a lot of security and comfort for people who set them once they've filed with tax authorities, ensuring that neither deliberate nor unintended changes end up altering their tax position and making them no longer compliant. We therefore have no plans to change how lock dates work.

   Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.

   Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.

   When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals… more

   TENG CHRISTOPHER supported this idea  ·  17 March, 2023

8. Reporting - Add Client's logo

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   45 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.

   Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.

   We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks

   TENG CHRISTOPHER supported this idea  ·  17 March, 2023

9. Reporting: Aged Payable/Receivables - Invoice description column

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   submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  17 March, 2023

10. Contact - View Repeating Invoice details on Contact record

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

11. Sales Invoices- Flag as 'in dispute / query'

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    submitted  ·  140 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

12. Tracking - Ability to bulk add and delete tracking on invoices

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    17 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate the interest in the idea here. 

    
    

    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 

    
    

    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

13. Reporting: Account Transactions Report - Show Files icon & number attached

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    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

14. Dashboard - Widget Calendars starting on Monday

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    submitted  ·  15 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

15. Fixed Assets - Ability to include additions to existing assets

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    submitted  ·  24 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

16. Contacts - Warning if entering contact simliar to existing

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    submitted  ·  15 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

17. User Role - Restrict access to specific Tracking categories

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    submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

18. Purchase Orders - Physical Address as default delivery address

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    34 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.

    I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.

    In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal Address instead. We have help about how you can create an advanced invoice template that you can draw into.

    Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.

    I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.

    In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal… more

    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

19. Sales Invoices - Pop-up reminder of notes

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    submitted  ·  32 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  17 March, 2023

20. User Role - Restrict access to individual bank accounts

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    261 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

    ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

    Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

    We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to… more

    TENG CHRISTOPHER supported this idea  ·  17 March, 2023