Settings and activity
5 results found
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516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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Kathryn Moir
supported this idea
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732 votes
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!
Kathryn Moir
supported this idea
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338 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
Kathryn Moir
supported this idea
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57 votesKathryn Moir
supported this idea
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51 votes
Hi everyone, thanks for sharing your feedback on pre-tax deductions for salary sacrifice schemes like WorkRide. We appreciate you sharing how you’re currently managing these.
Currently you can achieve the result of a pre-tax deduction in Xero payroll by using a Discretionary Payment category pay item and entering the deduction amount as a negative figure. Gross earnings are effectively reduced, eliminating the need for PAYE adjustments.
We recognise that this workaround may not be a perfect fit for all schemes. While this feature is not yet on our immediate roadmap, we have updated its status to Accepted. This ensures it is flagged for formal consideration by our product team during future planning cycles. We'll keep you updated as things progress and value your continued input.
Kathryn Moir
supported this idea
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One of our customers likes to attached their Terms of Trade as a PDF to their quotes and invoice emails that get sent out from Xero. It would be great if you could add this PDF attachment to the default email template so that it automatically goes out with the quote or invoice, rather than having to remember to add it separately.