Settings and activity
7 results found
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792 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Rhiannon M
supported this idea
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9 votesRhiannon M
supported this idea
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116 votes
Hi team, I'm pleased to share that backorders capability is now in the process of rolling out to customers.
Once available in your org, you'll be able to approve sales invoices for tracked inventory even when there isn't enough available stock.
Your available stock will be allocated first, with the remaining quantity placed on backorder. As stock comes in it'll be automatically allocated to the oldest approved backorders.
You'll also see clearer inventory visibility through available quantity and backorder indicators in both your invoicing and inventory experience.
We'll keep monitoring feedback as availability expands, and I'll return to share another update once this is available to all users. Thanks!
An error occurred while saving the comment Rhiannon M
supported this idea
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18 votes
An error occurred while saving the comment Rhiannon M
commented
It would be very useful to see what purchase orders the items showing on order relate to as I have items showing on order but no way of tracking what PO they are from.
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136 votes
An error occurred while saving the comment Rhiannon M
commented
This has always happened since I have been using Xero from 2018 and I use my emails to easily search for items that I may have supplied my customers. For some reason this has just stopped and for now I will have to remember to tick the box every time to send me a copy. Another step back for new invoicing unfortunately.
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182 votes
Hi everyone, appreciate the continued interest and support this idea receives.
I know it's been sometime since our last update, and I understand frustration in recent comments wanting more news on where this is at.
I want to confirm our product teams still have good intentions to develop the ability to copy to a purchase order from within an invoice, however with the current option of being able to copy to from the invoice list and prioritisation of other pieces of work this isn't roadmapped just yet.
I totally get the needs here and hearing how you found this feature so useful. As soon as there's further news we'll make sure to share this with you all, here. Thanks
Rhiannon M
supported this idea
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111 votes
Hi everyone, we appreciate the interest his idea has received. Introducing the ability to add a discount amount was highly requested by our community. We recognise for customers that discount by % this means you'll need to enter a % symbol where y ou wouldn't have done so before.
With quite a few items drawing our teams attention at present we want to be upfront that developing a default option for discounts isn't in the pipeline atm. This is something we'll keep reviewing and consider as a future improvement in this space. If there is any change or progress around this I'll let you know on the idea, here.
An error occurred while saving the comment Rhiannon M
commented
It is very important to have the discount percentage as the default. It is a real pain to have to add the % symbol as I forgotten numerous times using the new clunky quote system. For as long as I have been in sales, prices are always shown as either a nett price or list price less a discount percentage.
Rhiannon M
supported this idea
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We have always been able to add various items to a Draft Invoice while we are creating it including Tracked Inventory items even when there is insufficient stock showing in Inventory. We do this as a record of what has been sent out to a customer as quite often we will have received the goods before we have received the relevant paperwork from the supplier which would enable us to copy the Purchase Order to Bill which puts the items into stock. Copying it to a Draft Invoice not only keeps a record of what has been sent, we can also create a Delivery Note from the Draft Invoice. As of a few days ago the Draft Invoice will no longer save which has caused many problems for us. We could send out the goods in a few minutes by creating a Delivery Note and then the Invoice at a later date once all the items have been Billed. Please can you undo this latest 'Upgrade'.