Settings and activity
70 results found
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121 votes
Ana Labosky
supported this idea
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412 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
Ana Labosky
supported this idea
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An error occurred while saving the comment -
5 votesAna Labosky
supported this idea
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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.
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35 votesAna Labosky
supported this idea
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An error occurred while saving the comment Ana Labosky
commented
When are customer going to be able to pay via a statement?
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259 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
An error occurred while saving the comment Ana Labosky
commented
Can we also have the PO become a bill once it's filled?
Ana Labosky
supported this idea
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53 votes
An error occurred while saving the comment Ana Labosky
commented
This would be really nice
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44 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
supported this idea
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7 votes
An error occurred while saving the comment Ana Labosky
commented
also keep search string as we move across tabs
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
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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.
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30 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
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167 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
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775 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
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726 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
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844 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Ana Labosky
supported this idea
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1,024 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
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2 votes
Hi Ana, out of interest is there a transaction type you generally find needing to use these actions? For example Spend money, Receive money or Payments applied to invoices and bills?
I've slightly amended the title of your idea for the date of the transactions, we have separate idea for changing the bank account you can join for any updates.
Ana Labosky
shared this idea
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775 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
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62 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
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2 votesAna Labosky
shared this idea
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166 votesAna Labosky
supported this idea
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314 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
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This is a great Idea, but we should be able to accept the first deposit via the Quote / Estime once its approved (enable a signature via web or mobile once accepted) then create invoies based on the down payment amounts and put on waiting approval to be sent to the client once contract step is completed.