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5 results found

  1. Hubdoc - Conjunction with Xero Projects

    211 votes

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    submitted  ·  79 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Kim Robertson-Wiese supported this idea  · 

  2. Projects - Connect and sync with Xero Me

    17 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Kim Robertson-Wiese supported this idea  · 

  3. Sales Invoices - Issue progress payments on invoices for project/instalment

    207 votes

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    114 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback around being able to issue progress payments on sales invoices.

    Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.

    We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.

    While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.

    Kim Robertson-Wiese supported this idea  · 

  4. Quote - Copy Project through to Invoice created from a Projects quote

    20 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Kim Robertson-Wiese commented  · 

    YESSS!!!!! I have lost so many invoices allocated to Projects because this doesn't happen!

    Kim Robertson-Wiese supported this idea  · 

  5. Projects - Assign a Purchase Order to a Project

    497 votes

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    178 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
    We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
    Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.

    Kim Robertson-Wiese supported this idea  ·