Settings and activity
14 results found
-
27 votes
Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
An error occurred while saving the comment 
Kirsty Scales
supported this idea
·
-
66 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
An error occurred while saving the comment Kirsty Scales
commented
So is this "work around' only available from the invoice screen, not the bank transactions screen?
Kirsty Scales
supported this idea
·
-
2 votes
Appreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
An error occurred while saving the comment Kirsty Scales
commented
Thanks - I'll have a look at the other work arounds. A "branch" type system would be pretty handy to most people I'd say.
Kirsty Scales
shared this idea
·
-
26 votesKirsty Scales
supported this idea
·
-
14 votes
An error occurred while saving the comment Kirsty Scales
commented
When searching for a contact I use the email address. Many people have more than one and the current contact set up only allows one of these addresses as the "contact" with the others in "additional people". If the address I am searching is that of an "additional person" it comes up with no contact found. Please could this search include ALL email addresses on the contact card? It would be even better if we could just have all email addresses in one place rather than all these "additional people" which is so clunky.
ThanksKirsty Scales
supported this idea
·
-
304 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Kirsty Scales
commented
We only send invoices after the work is done but it would help greatly with admin efficiency if these could be raised earlier and scheduled to send the day following the booked job. It will also allow small business owners to actually go on leave - and this is the market Xero claims to support.
Kirsty Scales
supported this idea
·
-
2 votesKirsty Scales
shared this idea
·
-
115 votesKirsty Scales
supported this idea
·
-
98 votesKirsty Scales
supported this idea
·
-
290 votesKirsty Scales
supported this idea
·
-
93 votes
An error occurred while saving the comment Kirsty Scales
commented
YES!!! It is so much more time consuming having to drop down and choose Approve on EVERY. SINGLE. TRANSACTION. I'd really love us to be able to move forward rather than backwards.
Kirsty Scales
supported this idea
·
-
188 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Kirsty Scales
supported this idea
·
-
163 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Kirsty Scales
supported this idea
·
-
157 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
Kirsty Scales
supported this idea
·
We also take deposits for work to be completed and record this as a prepayment. Naturally clients would like a receipt for their payment. Surely this is a basic function for an accounting package??