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9 results found

  1. Invoice - Bulk allocation of credit notes

    341 votes

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    submitted  ·  119 comments  ·  For small businesses » Business features  ·  Admin →
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    Hilton Walters LLP supported this idea  · 

  2. Pricing Plans - Add Cash Coding to Starter plan

    154 votes

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    submitted  ·  72 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Hilton Walters LLP supported this idea  · 

  3. Reporting - Report that shows Repeating Invoices

    189 votes

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    submitted  ·  75 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Hilton Walters LLP supported this idea  · 

  4. Repeating Invoices - Generate invoice before invoice date

    176 votes

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    submitted  ·  91 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Hilton Walters LLP supported this idea  · 

  5. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    606 votes

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    174 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  6. Invoices/Bills - Feature to 'write off' as bad debt

    659 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    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  · 

  7. Subscription Invoices - attach as pdf

    66 votes

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    14 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Hilton Walters LLP supported this idea  · 

  8. Pricing Plan - Increase the limits of Bills in Starter Pricing Plan

    69 votes

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    45 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Hilton Walters LLP supported this idea  · 

  9. Invoices: Repeating Invoices - Bulk Import/Export

    218 votes

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    submitted  ·  92 comments  ·  For small businesses » Business features  ·  Admin →
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    Hilton Walters LLP commented  · 

    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

    Hilton Walters LLP supported this idea  ·