Settings and activity

14 results found

1. Invoicing - Return to the Awaiting Payment screen after adding a customer payment

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Candace Hunter supported this idea  ·  08 March, 2024

2. Customer Payments - Payments on Account, instead of Overpayments/Prepayments

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Candace Hunter supported this idea  ·  08 March, 2024

3. Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Candace Hunter supported this idea  ·  08 March, 2024

4. Banking - Make bank deposits from Undeposited Funds

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Candace Hunter supported this idea  ·  08 March, 2024

5. Bills: Option to unapprove

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   65 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

   The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

   Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

   • Void the bill
   • Copy the bill
   • Reattach any files (IF any) from the voided bill to the copy of the bill

   A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that needed unapproving you'd need to use the feature on each bill, individually. Also, as a new bill is being created in the process, there would be no history from the original (voided) bill.

   All things above considered, do you feel this solution would be valuable to your business?

   We’ll give you sometime to feedback, and share an update once we’ve got more clarity from the feedback and how we move forward from here.

   Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

   The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

   Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

   • Void the bill
   • Copy the bill
   • Reattach any files (IF any) from the voided bill to the copy of the bill

   A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that… more

   Candace Hunter supported this idea  ·  08 March, 2024

6. Bank Reconciliation - Repeating spend & receive money transactions

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   submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Candace Hunter commented  ·  23 February, 2024  ·  Edit…  ·  delete…

   Yes! This would be a huge timesaver. We used this all of the time in MYOB

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   Candace Hunter supported this idea  ·  23 February, 2024

7. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   167 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   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… more

   Candace Hunter supported this idea  ·  09 December, 2023

8. Projects - Different staff cost rate per project

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   1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Candace Hunter supported this idea  ·  02 December, 2023

9. Products and services - Update existing bills when cost of an item is updated

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Candace Hunter commented  ·  02 December, 2023  ·  Edit…  ·  delete…

   I 100% agree. This should be a standard option. We waste time and potentially money if we get busy and forget to update our last cost.

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   Candace Hunter supported this idea  ·  02 December, 2023

10. Inventory - Option to automatically update purchase price when buy new product

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    45 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.

    Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.

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    Candace Hunter commented  ·  02 December, 2023  ·  Edit…  ·  delete…

    This is one of our biggest frustrations with Xero. We previously had MYOB that automatically recorded our last purchase cost. Now we are losing time and potentially profits having to remember to update the hundreds of items that we purchase. This should be a standard feature and I'm a little surprised that it isn't.

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    Candace Hunter supported this idea  ·  02 December, 2023

11. Inventory - Use a margin from the Cost price to calculate Sale Price

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Candace Hunter supported this idea  ·  02 December, 2023

12. Contact | Ability to add phone number for persons of a contact record

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    20 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

    Candace Hunter supported this idea  ·  02 December, 2023

13. Invoices/Bills - Feature to 'write off' as bad debt

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    13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    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!

    Candace Hunter supported this idea  ·  02 December, 2023

14. Contacts - Add 'Days Overdue' to Contacts

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    7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Candace Hunter supported this idea  ·  02 December, 2023