Settings and activity

4 results found

1. Invoice reminders - Custom date and time

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   14 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, to share another update to share around chasing customer invoice payments.

   As you may have seen, we have work underway to help with getting paid without chasing.

   The intention is that you'll have control of turning this on for your preferred contacts. JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.

   You can register your interest in this feature now through the link above, and we'll keep you updated as this is delivered here.

   Kelly Ziolkowski supported this idea  ·  15 July, 2026

2. Invoices - Feature to 'write off' as bad debt

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   14 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 we’re going to separate the idea for each feature. I’ve created one for managing bad debts in bills across here and highly encourage anyone from this thread to vote for if you’d like to see this developed to handle supplier engagements.

   We will gladly share if there is any development for bad debts in either of these features.

   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… more

   Kelly Ziolkowski supported this idea  ·  12 July, 2023

3. Payroll | Employees - Upload/attach files in notes section

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   280 comments  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for your continued support and for sharing how valuable it is to keep employee documents in one place within Xero Payroll.

   We’re pleased to share that this feature is now rolling out in Xero Payroll for all AU customers.

   We'll be allowing Payroll Admins to upload files directly to an employee profile, securely store them against the relevant employee, and organise them into folders. They’ll also be able to view, rename, move, sort and delete files, with access restricted to Payroll Admins.

   Expanding the feature to NZ and the UK isn’t on the roadmap just yet, but it’s something we’ll continue to consider as part of longer-term improvements. We’ve created separate ideas for these regions and added relevant voters from the idea here.

   • NZ Payroll - Upload/attach employee files
   • UK Payroll - Upload/attach employee files

   We’ll return to share another update once the Australian release is complete. 😊

   Hi everyone, thank you for your continued support and for sharing how valuable it is to keep employee documents in one place within Xero Payroll.

   We’re pleased to share that this feature is now rolling out in Xero Payroll for all AU customers.

   We'll be allowing Payroll Admins to upload files directly to an employee profile, securely store them against the relevant employee, and organise them into folders. They’ll also be able to view, rename, move, sort and delete files, with access restricted to Payroll Admins.

   Expanding the feature to NZ and the UK isn’t on the roadmap just yet, but it’s something we’ll continue to consider as part of longer-term improvements. We’ve created separate ideas for these regions and added relevant voters from the idea here.

   • NZ Payroll - Upload/attach employee files
   • UK Payroll - Upload/attach employee files

   We’ll return to share another update once the Australian release is… more

   Kelly Ziolkowski supported this idea  ·  12 July, 2023

4. Invoice - Show and calculate margins on sales quotes and invoices

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   79 votes

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   submitted  ·  27 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Kelly Ziolkowski supported this idea  ·  12 July, 2023