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  1. Xero Projects - Custom report builder

    54 votes

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    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
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    Josh Tilley commented  · 

    This is critical and surely this cannot be a difficult update...

    Josh Tilley supported this idea  · 

  2. Sales Invoices - Issue progress payments on invoices for project/instalment

    207 votes

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    114 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback around being able to issue progress payments on sales invoices.

    Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.

    We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.

    While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.

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    Josh Tilley commented  · 

    This is what should be one of the most basic features of the platform. Making it very difficult to move clients across to Xero because of this. You should also be able to see how much of each line item of the quote has also been invoiced.

    Our clients want to use Xero over third party software as they want to be able to allocate bills/payments to Projects. My understanding is that you have to manually add costs in workflow max and third party platforms creating manual double entry.

    Josh Tilley supported this idea  ·