Settings and activity
9 results found
-
437 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Hilton Walters LLP
supported this idea
·
-
182 votesHilton Walters LLP
supported this idea
·
-
247 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
Hilton Walters LLP
supported this idea
·
-
212 votesHilton Walters LLP
supported this idea
·
-
763 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Hilton Walters LLP
supported this idea
·
-
725 votes
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!
Hilton Walters LLP
supported this idea
·
-
77 votesHilton Walters LLP
supported this idea
·
-
92 votesHilton Walters LLP
supported this idea
·
-
266 votes
An error occurred while saving the comment Hilton Walters LLP
supported this idea
·
This would be so useful, it takes forever to amend repeating invoices with unit rate increases. Being able to export the repeating invoice data out to CSV then update the rates in CSV format and re-import the CSV in would be far quicker thank having to go in to each and every client.
Does anyone know if Xero have any plans to develop this area of the software?
Scenario's when I have found that a bulk update or CSV export out feature would become useful.
Changing the payment terms / due date of repeatiung invoice
-Updating unit prices - eg when Xero increases there software package prices
-reviewing unit pricing to ensure consistency between all client being billed
-Forecasting and Budgeting information could extracted from a CSV
-Quickway of adding addition items to multiple repeating invoices
I would see this as an excellent addition to the program and would benefit so may business that reley on repeating invoices. Surely other users are experience these simular limitations.
I very much look forward to futher hearing from the xero team and comments from other users.
Thank you