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6 results found
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4 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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15 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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55 votes
Thank you all for supporting and sharing back about the need to undo or revert changes to invoices, particularly where autosave can make accidental edits difficult to recover.
We want you to know that this is something we have longer-term plans to solve for.
While it's not in the pipeline just yet, we'll be sure to keep you in the know of any progress surrounding developments for the ability to undo or return to a previous state of an invoice.
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
Thanks again for sharing how useful it'd be for customers to pay as soon as they accept a quote. We’re developing a way for a business to request a deposit on a quote, as a fixed amount or percentage.
Once available and a quote is accepted, Xero will automatically create and send the deposit invoice, and the customer will be able to go straight to online payment. Helping to reduce manual follow-ups and help you secure bookings or upfront costs at the point of acceptance. ✨
It's currently with a small group of users. We’ll keep you updated as it rolls out more widely, which is likely to be in the new year.
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.