Settings and activity
4 results found
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750 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Carla Janse van Rensburg
supported this idea
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486 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Carla Janse van Rensburg
supported this idea
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109 votes
Thank you everyone for engaging about the need for a discount column in Bills with us here.
While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;
- Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
- Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
- Use a separate line of the bill to enter a whole amount discount with a negative Price amount
- If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal…
Carla Janse van Rensburg
supported this idea
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An error occurred while saving the comment -
82 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. 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 the thread. Thanks
An error occurred while saving the comment Carla Janse van Rensburg
commented
I can't believe that Xero does not have this function. It is a critical function that ALL business would require. Please can this be escalated and very critical. i love Xero, it's been amazing. I would have thought they would have this function as they have so many user friendly functions that make life so easy.
Companies cannot rely on a manual system of telling employees who's account is on hold and can't be delivered/invoiced. this has to be a system function.
Carla Janse van Rensburg
supported this idea
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Purchase/Bill Discount Field and/or Payment Terms Setting should have discount field.
Xero is lacking supplier settings to set a percentage settlement discount by supplier default settings. There is nowhere to apply credit terms for purchases that include a settlement discount. Xero suggests adjusting the quantity to accommodate the discount but this inaccurately records inventory quantity. Likewise adjust price to reduce for discount but this also inaccurately records the price of an item. There should be a field in Bills for discount %. And a payment terms option that includes a settlement discount for suppliers accounts.