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4 results found

  1. Multicurrency - Use buy/sell exchange rates instead of mid-rate

    3 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Ashlin, thanks for sharing this idea. We can see how having the option to use buy and sell exchange rates, rather than a mid-market rate, could provide more accurate foreign currency reporting for businesses that transact internationally.

    Currently, Xero uses a mid-market exchange rate by default, although you can manually override the exchange rate on individual foreign currency invoices and bills when needed.

    I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular multi-currency workflows or transactions where this has the biggest impact, let us know as those examples help us better understand the feature.

    Ashlin Redpath shared this idea  · 

  2. Multi-currency Invoice - Do not update exchange rate on invoice after due date has been changed

    4 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi James! Thanks for sharing your idea, and letting us know the changes that matter most for you.

    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! Cheers

    Ashlin Redpath supported this idea  · 

  3. New Invoicing - View Exchange Rate Used

    6 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Ashlin Redpath supported this idea  · 

  4. Customer statements - Ability to auto email Statements to customers

    1,178 votes

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    342 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

    We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

    If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

    This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

    Please note: When you join, your entire…

    Ashlin Redpath supported this idea  ·