Settings and activity
65 results found
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132 votes
Ana Labosky
supported this idea
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469 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
Ana Labosky
supported this idea
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An error occurred while saving the comment -
38 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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276 votes
Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.
As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.
I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊
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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58 votes
Hi team, we appreciate all the feedback we've received from our customers about the Dashboard and how we could improve this for you.
As you may have seen or perhaps even have access to already - over the coming months we are releasing a new Xero Homepage that'll replace the existing Dashboard.
We've done lots of research and testing with our customers for the new homepage. You'll be able to customise to show which widgets you want, and it's built with updated technology so is much more responsive - adapting based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side!
I'll update you again here when this is live to you all, and if you'd like to give it a go now - jump on into the demo co 😊
An error occurred while saving the comment Ana Labosky
commented
This would be really nice
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52 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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178 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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61 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.
Ana Labosky
supported this idea
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735 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Ana Labosky
supported this idea
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888 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Ana Labosky
supported this idea
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1,070 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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4 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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68 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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3 votesAna Labosky
shared this idea
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188 votesAna Labosky
supported this idea
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332 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Ana Labosky
supported this idea
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54 votes
Thanks for sharing your interest in single sign on across Xero's products. This is available currently across many areas or Xero. For example if you are logged in and working in Xero, then move across to Xero Central(our support hub) you may need to click the login button in the top right of the screen but if you're session hasn't ended you should find the page should refresh and automatically log you in.
We appreciate wanting a smoother login experience that's recognised across all Xero products and will share if there are any improvements planned around this with you all, here.
Ana Labosky
supported this idea
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145 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
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.