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Settings and activity

47 results found

  1. Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'

    25 votes

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    submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  2. Invoicing - Make multiple payments without exiting invoice

    46 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  3. Bills - Option to auto apply credit notes and overpayments

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  4. Remittance - Ability to send with Part Payments

    10 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  5. Bank Reconciliation - Overpayments should appear in the Find & Match

    18 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

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

    44 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  7. Sales Invoice - Auto allocate Overpayments based on Invoice date

    18 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  8. Sales Invoices - Issue progress payments on invoices for project/instalment

    203 votes

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    submitted  ·  112 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  9. Statement - Customer statement including quotes

    16 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  10. Navigation - Freeze bar at the top of the page to save scrolling

    186 votes

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    37 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  11. New Invoicing - Move Save button to bottom of invoice like classic

    228 votes

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

    Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes. 

    Cristine ten Hoopen supported this idea  · 

  12. Invoicing - Add Payment details on invoice screen

    345 votes

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

    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

    Cristine ten Hoopen supported this idea  · 

  13. Stripe - Option to select and pay multiple invoices at once

    39 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  14. Aged reports - View Credit note allocations

    8 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  15. Customer statements - Print in Landscape

    7 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  16. Statements - Merge bills and invoices on one statement

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  17. Customer Statements - Use Contact default to apply template

    24 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  18. Contacts - Record / copy of the statement email attached to the contact profile so you can see the history for debtors managem

    3 votes

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    0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  19. Customer Statements - Include prepayments

    13 votes

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    5 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to jump in to provide a little clarity as there are 2 different points arising through this idea.

    Currently, customer prepayments will only be shown on a customer's Activity statement, not Outstanding statements.

    The way prepayments work in Xero, these only impact the Accounts receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.

    If you want to impact the total balance, you may want to consider entering these sort of payments as Overpayments in your account. You can read more on how this works in our Xero central article.

    To be open here, we don't have any short term plans for changing how these transaction types are treated in statements.

    Cristine ten Hoopen supported this idea  · 

  20. Invoices | Statements: Highlight overdue in PDF

    15 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 
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