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6 results found

  1. Invoice - Prompt Payment / Settlement Discount

    324 votes

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    submitted  ·  97 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

    143 votes

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    submitted  ·  63 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

    217 votes

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    111 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

    659 votes

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    13 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

    62 votes

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    31 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

    551 votes

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    176 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

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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  ·