Settings and activity

7 results found

1. Branding - Links to Invoices from custom DOCX Statements

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   submitted  ·  19 comments  ·  For small businesses » Settings & user roles  ·  Delete…  ·  Admin →
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   Kimberley Heap commented  ·  Jun 15, 2024  ·  Edit…  ·  Delete…

   Due to the limitations with the standard statement (particularly the "reference" column width) it really would be helpful to have this feature available in custom statements.

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   Kimberley Heap supported this idea  ·  Jun 15, 2024

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

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   257 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Accepted  ·  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

   Kimberley Heap supported this idea  ·  Jun 29, 2023

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

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   14 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  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!

   Kimberley Heap supported this idea  ·  Jun 29, 2023

4. 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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   Kimberley Heap supported this idea  ·  Jun 29, 2023

5. Invoices - Unapprove option

   490 votes

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   submitted  ·  162 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Kimberley Heap commented  ·  Jun 29, 2023  ·  Edit…  ·  Delete…

   This really is an important feature to add. I have accidentally "approved" (rather than submitted for approval) on a number of occasions, and it either requires a complete invoice re-do, or an email to the approver to let them know that I accidentally approved it so they need to check it and send...

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   Kimberley Heap supported this idea  ·  May 10, 2023

6. Reporting: Customer Payment Performance - payment date and number of days late

   324 votes

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

   
   

   Kimberley Heap supported this idea  ·  Jun 7, 2023

7. Search - Show "description" column in search results

   54 votes

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

   
   

   Kimberley Heap supported this idea  ·  May 10, 2023