Settings and activity

5 results found

1. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

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   ESTELL GROBLER commented  ·  21 August, 2024  ·  Edit…  ·  delete…

   Please consider this as important.

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   ESTELL GROBLER supported this idea  ·  21 August, 2024

2. Tracking - Not For Profit Tracking Categories for Statement of Activities

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   ESTELL GROBLER supported this idea  ·  13 April, 2023

3. Chart of Accounts - Edit / Add account types

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   ESTELL GROBLER supported this idea  ·  13 April, 2023

4. Profit & Loss report - Filter by project

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

   Thanks for your feedback, Karen. 🙏

   
   

   So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss. 

   
   

   History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂

   ESTELL GROBLER supported this idea  ·  13 April, 2023

5. Reports: Support for charity reporting

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   submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   ESTELL GROBLER supported this idea  ·  13 April, 2023