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44 results found

  1. Sales invoice List - Option to add an "Excluding" filter option

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Tim Stone shared this idea  · 

  2. Bills to Pay - Ability to filter by Contact Group

    67 votes

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    submitted  ·  31 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tim Stone commented  · 

    Not much point to having contact groups if they can't be used to filter invoices/bills etc.

    Enabling this would allow clients or suppliers of a specific payment type to be filtered and displayed for batch payments etc.

    This should be a priority upgrade.

    Tim Stone supported this idea  · 

  3. Invoices - Payment Terms to include a "day(s) after the end of the bill week" option

    7 votes

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Tim Stone shared this idea  · 

  4. Email to Credit Note

    289 votes

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    69 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.

    We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.

    As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.

    If there are any changes put in place for this, we'll let you know.

    Tim Stone supported this idea  · 
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    Tim Stone commented  · 

    If not directly an email to Credit Note function, then at least add an option to the bill options menu to "Convert to Credit Note". That takes all the already defined detail and the attachment and converts it to a credit note.

    It's really a half finished solution without the ability to handle Credit Notes - they're part of the process.

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