Settings and activity

8 results found

1. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   228 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

   As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

   While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

   Anne Topham supported this idea  ·  27 September, 2024

2. Report Templates include a Signature

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Anne Topham supported this idea  ·  02 February, 2024
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   Anne Topham commented  ·  02 February, 2024  ·  Edit…  ·  delete…

   Becomes consistent with the desire to be able cut and paste other images (e.g. graphs) into a Xero document. Would love it.

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3. Xero Tax - List of payments made to IRD

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Anne Topham shared this idea  ·  14 November, 2023

4. NZ Tax - Include GST tax type for tax statements report

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Anne Topham commented  ·  31 October, 2023  ·  Edit…  ·  delete…

   If data is available we need to be able to access and report on it.

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   Anne Topham supported this idea  ·  31 October, 2023

5. Customer Statement - Automated statements for contacts

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   submitted  ·  95 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Anne Topham supported this idea  ·  20 October, 2023

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

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   182 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

   Anne Topham supported this idea  ·  20 October, 2023

7. XPM - Add multiple email addresses for client

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   submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Anne Topham supported this idea  ·  30 May, 2023

8. Report Codes - Custom or more User defined

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   submitted  ·  9 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Anne Topham commented  ·  30 May, 2023  ·  Edit…  ·  delete…

   Also need to be able to report in accordance with NFP Tier 3 requirements - currently the reporting in the templates doesn't support this.

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   Anne Topham supported this idea  ·  30 May, 2023