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6 results found

  1. Invoice - Prompt Payment / Settlement Discount

    365 votes

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    submitted  ·  108 comments  ·  For small businesses » Business features  ·  Admin →
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    Jo Dickson commented  · 

    This is critical for our plans and how we would like to charge our customers.

    Jo Dickson supported this idea  · 

  2. User Role - Invoice Only + View Reports

    157 votes

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    submitted  ·  76 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jo Dickson supported this idea  · 

  3. User Role - Allow users access to specific reports

    241 votes

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    116 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31…

    Jo Dickson supported this idea  · 

  4. Invoices/Bills - Feature to 'write off' as bad debt

    692 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Jo Dickson supported this idea  · 

  5. Reporting - Edit file name when exporting

    72 votes

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    34 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jo Dickson commented  · 

    This is a must. Flexible naming conventions are a basic requirement that should have been rolled out years ago.

    Jo Dickson supported this idea  · 

  6. Reporting - Automatic generation and emailing of reports

    673 votes

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

    Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.

    While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

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    Jo Dickson commented  · 

    We definitely require this function.
    Any news on if and when this will happen, Xero admins?

    Jo Dickson supported this idea  ·