Settings and activity

4 results found

1. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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   532 votes

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

   Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

   Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

   To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

   • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax rate.

   Work required to enable inventory only description lines is deeper than the surface of invoicing itself. The teams required to develop this are very much across the idea here, and would like to dive deeper into this but it's not in our pipeline just at this point. We'll be sure to keep you updated if this work is picked up. Thanks for your engagement.

   Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

   Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

   To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

   • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax… more
   Bodhi Tohill supported this idea  ·  14 February, 2024

2. Bills - Flag a Bill as 'in dispute / query'

   1,467 votes

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

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is… more
   Bodhi Tohill supported this idea  ·  14 February, 2024

3. Batch payments - Ability to include credit notes

   845 votes

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

   Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

   We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

   Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

   We want to be transparent that we don't have any plans to change the credit application process right now.

   We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this thread if our focus changes in the future.

   Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

   We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

   Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

   We want to be transparent that we don't have any plans to change the credit application process right now.

   We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this… more

   Bodhi Tohill supported this idea  ·  14 February, 2024

4. Payroll - Record Annual shutdown leave in Xero

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   under review  ·  8 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Bodhi Tohill supported this idea  ·  14 February, 2024
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   Bodhi Tohill commented  ·  14 February, 2024  ·  Edit…  ·  delete…

   Employment legislation provides three options to manage the effects of unpaid leave on annual holiday entitlements when unpaid leave exceeds one week. The three options include:

   1. Move the annual leave entitlement date to a later date.
   2. Adjust the average weekly earnings calculation.
   3. Agree that unpaid leave will have no effect on the employee's annual holiday entitlement.

   It is disappointing that Xero does not allow for Option 1 (updating the employees leave entitlement date) - especially as this is the default option of what must happen unless employers specifically agree otherwise with the employee.

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