Settings and activity
47 results found
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602 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Ana Labosky
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8 votes
Aaah wait, apologies Christine - I see you're referring to adding a % on to a line item rather than discounting by a %.
There is no way to do this at present - we have a somewhat similar idea for adding freight charges across here.
Instead, you could add these type of items as additional line items in the invoice, and use Xero's inbuilt calculator to determine what the % of the invoice total would be.
Amounts are field will help you control where the tax is applied.
An error occurred while saving the comment An error occurred while saving the comment Ana Labosky
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Add function to be able to setup a tier of markup % to be used throughout the app specially for items via a dropdown list.
Ana Labosky
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1 voteAna Labosky
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148 votesAna Labosky
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281 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Ana Labosky
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36 votesAna Labosky
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18 votesAna Labosky
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144 votes
An error occurred while saving the comment Ana Labosky
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Be able to attach an image for each item withing the quote.
Ana Labosky
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3 votes
Hi team, pleased to share our team have been doing a bit of work in the Quotes space and we'll soon be releasing a change that enables the ability to create an inventory item directly from within a Quote. For now I'll shift to working on it and we expect to return very soon to share once this is live to you to use!
Ana Labosky
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86 votes
Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard.
At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.
If there is any change planned in this space we'll be sure to update you on this.
Ana Labosky
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4 votesAna Labosky
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10 votes
Hi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
Ana Labosky
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14 votesAna Labosky
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6 votesAna Labosky
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4 votesAna Labosky
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8 votesAna Labosky
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24 votesAna Labosky
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26 votes
Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
Ana Labosky
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8 votesAna Labosky
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4 votes
Thanks for posting, Gordana. To better understand your idea here, would this be when using Copy to?
Or, are there scenarios where you'd expect a link between transactions?
Ana Labosky
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Every construction accounting apps allow root to markup on line items