Settings and activity
57 results found
-
7 votes
An error occurred while saving the comment An error occurred while saving the comment 
Ana Labosky
commented
Search in invoices; be able to move from tab to tab with out loosing search criteria.
Ana Labosky
supported this idea
·
An error occurred while saving the comment Ana Labosky
commented
Be able to move around tabs under sales overview and not have to enter search criteria again.
-
23 votes
Hi team, coming back to this idea, while not in the Sales by Item report, you can run the Inventory Item Detail report. You'll find you can add a Contact column and Group by Item name to get the view you're after here.
Ana Labosky
supported this idea
·
-
32 votes
An error occurred while saving the comment Ana Labosky
commented
When are customer going to be able to pay via a statement?
-
18 votes
An error occurred while saving the comment Ana Labosky
commented
When an an invoice is sent it would be nice to have a return receipt that invoice has been read.
Ana Labosky
supported this idea
·
-
153 votes
An error occurred while saving the comment Ana Labosky
commented
We would use it to show the client the part description
An error occurred while saving the comment Ana Labosky
commented
Be able to attach an image for each item withing the quote.
Ana Labosky
supported this idea
·
-
3 votes
An error occurred while saving the comment Ana Labosky
commented
can we also have it that if its automatic tax we can edit it from the mobile app. and if we print invoices that we can select sent check box.
-
653 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Ana Labosky
commented
when are you going to fix the issue with the bluevine banks and the connection with yoddle?
Ana Labosky
supported this idea
·
-
681 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Ana Labosky
supported this idea
·
-
851 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
An error occurred while saving the comment Ana Labosky
commented
Can we add an auto-save to the new invoices and cancel as well. thanks.
-
782 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Ana Labosky
supported this idea
·
-
815 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Ana Labosky
supported this idea
·
-
2 votesAna Labosky
shared this idea
·
-
30 votes
An error occurred while saving the comment Ana Labosky
commented
how hard is it to add a function to the invoice to be able to schedule the email for future date. Gmail does it.
Ana Labosky
supported this idea
·
-
2 votes
Hi Ana, to better understand how we might solve for your needs could you share a bit more detail on why you'd like to add contacts to the dashboard, what this would help you achieve and the sort of detail you'd want to see?
Ana Labosky
shared this idea
·
-
705 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
supported this idea
·
-
54 votes
An error occurred while saving the comment Ana Labosky
commented
Every construction accounting apps allow root to markup on line items
An error occurred while saving the comment Ana Labosky
commented
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
supported this idea
·
-
1 voteAna Labosky
shared this idea
·
-
153 votesAna Labosky
supported this idea
·
-
292 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
supported this idea
·
-
37 votesAna Labosky
supported this idea
·
also keep search string as we move across tabs