Settings and activity

3 results found

1. Xero Expenses - Email to create expenses

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   31 comments  ·  Payroll & expenses » Expense claims  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminSophie Lewis (Admin, Xero) responded

   Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.

   Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.

   We’ll continue to monitor the support for this idea and will keep you updated with any future changes.

   Nick Howe supported this idea  ·  07 February, 2024

2. Reporting: Customer Payment Performance - payment date and number of days late

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   92 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly M (Community Manager, Xero) responded

   Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.

   We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.

   Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.

   I’ll return to share as work on customer reporting is picked up and progresses. Thanks

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   Nick Howe commented  ·  20 January, 2024  ·  Edit…  ·  delete…

   really important feature to see debtor days for all clients easily together

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   Nick Howe supported this idea  ·  20 January, 2024

3. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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   274 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly M (Community Manager, Xero) responded

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

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   Nick Howe commented  ·  17 August, 2023  ·  Edit…  ·  delete…

   Really need to see this feature asap.

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   Nick Howe supported this idea  ·  17 August, 2023