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6 results found
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2 votes
Thanks so much for taking the time to share this idea and explain the challenge behind it so clearly.
We can understand why having a way to assign non-billable expenses to a customer would be valuable, especially when you’re trying to get a more complete view of customer profitability. When some costs sit outside of that customer record, it becomes much harder to understand the true cost of servicing each client.
We really appreciate the detail you’ve provided here, and the examples help show the real impact this has for service-based businesses managing ongoing client work.
We’re moving this idea to 💥 Gaining Support so other customers can find it more easily, add their vote, and share how this would help their workflow too. That extra context is incredibly useful for our team as we continue to review and understand demand for improvements in this area.
If this idea would…
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Allen Fuller
supported this idea
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6 votes
An error occurred while saving the comment Allen Fuller
commented
As a digital agency owner, I need a streamlined way to quickly assign expenses to a customer so that I am not stuck manually reconciling every client expense for hours on end and can get back to serving my clients.
Allen Fuller
supported this idea
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2 votes
Hi Elizabeth , thanks for sharing your idea, and letting us know the changes that matter most for you. As you've found currently the best way to get this is to use projects. We'll move this idea to gain more support from the community. We'll monitor this space for more traction.
Allen Fuller
supported this idea
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12 votes
Thanks for sharing your feedback on vendor auto-fill in the new Expenses experience. We appreciate you explaining how this could streamline your workflow and maintain cleaner data.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Allen Fuller
supported this idea
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47 votes
An error occurred while saving the comment Allen Fuller
commented
Just lost some complicated, specific changes to an invoice because there was no undo when I accidentally removed an item. Please fix!
Allen Fuller
supported this idea
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46 votes
Hi everyone, thanks for the support you’ve added here.
While it's not possible to accept a payment on a Quote at this time, as you may have seen we’re in the process of releasing the ability to accept a deposit on an approved invoice.
That said, we do want to share that future plans for deposits include exploring earlier points in the sales cycle, such as from a quote. We understand this is a closely related workflow and we’ll share if there’s more progress to connect back here.
Allen Fuller
supported this idea
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As a digital agency owner, I need to track non-billable expenses by client so that I can easily track expenses included in a monthly retainer without unnecessary complexity in Xero.