Settings and activity
7 results found
-
236 votes
An error occurred while saving the comment 
Kerry Cramond
supported this idea
·
-
172 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
Kerry Cramond
supported this idea
·
-
43 votesKerry Cramond
supported this idea
·
-
5 votes
Thanks for sharing this idea about how you'd like to see the Billable Expenses feature improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too.
An error occurred while saving the comment Kerry Cramond
commented
Warranty claims are incredibly time consuming, trying to find the supplier's invoice number.... a hyperlink would be pretty logical
Kerry Cramond
supported this idea
·
-
100 votesKerry Cramond
supported this idea
·
An error occurred while saving the comment Kerry Cramond
commented
I would just like to able to use BOLD or UNDERLINE fonts in my email templates! Pretty basic formatting options would make emails much more likely to be read by clients.
Solution found! See https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45048391-sales-invoices-templates-extra-formatting-opti
-
109 votesKerry Cramond
supported this idea
·
An error occurred while saving the comment Kerry Cramond
commented
I would just like to able to use BOLD or UNDERLINE fonts in my email templates! Pretty basic formatting options would make emails much more likely to be read by clients.
Solution found! see: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45048391-sales-invoices-templates-extra-formatting-opti
-
85 votes
Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.
Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.
For the time being, a couple of options that may be useful;
- Using only the description field of a line item to add additional details
- For more static messaging you could add the details to the payment advice of a standard template, or
- Add static text with an advanced template editing the template with DOCX
We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.
Kerry Cramond
supported this idea
·
Steve Pearson explained it beautifully:
"I can create a Purchase Order, and from that I can mark it as billed and it creates a bill record for this purchase, putting the PO number into the Reference field of the Bill. The Bill also has a hyperlink to jump to the Purchase Order.
Within the Bill, I can assign the expense to a customer, which is fine.
When I create the customer Invoice, I have the option to add billable expenses, which is fine, and it marks the line as a billable expense, but there is no hyperlink to jump from the Invoice to the Bill.
Having created the Invoice, when I go back to the Bill, the chargeable expense line is marked as invoiced to "Customer Name" followed by a hyperlink to open the Invoice which is perfect!
So in summary:
There is a hyperlink on the PO to jump to the Bill - Perfect
There is a hyperlink on the Bill to jump to the Invoice - Perfect
There is a hyperlink on the Bill to jump to the PO - Perfect
There is NO hyperlink on the Invoice to jump to the Bill - This is the missing link and would be very useful!!
Adding this hyperlink would allow you to look up a customer invoice and very quickly track back any items to the purchase Bill and Purchase Order, something that is very important in the case of a warranty claim on a failed item!
Where the line on the invoice is marked "Billable Expense" could this not simply include a hyperlink to jump to the Bill?
(Out of interest, this is also one thing that Quickbooks can do that Xero cannot!)"
Vote fhere as well.... https://productideas.xero.com/forums/967139-purchase-orders-bills-inventory/suggestions/45259222-invoice-add-billable-expense-hyperlink-invoice-t