Settings and activity

15 results found

1. Report Codes - Custom or more User defined

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   submitted  ·  9 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Carin MacRobert supported this idea  ·  18 December, 2024

2. Projects - Assign repeating invoice to a project

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   submitted  ·  56 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Carin MacRobert supported this idea  ·  18 December, 2024

3. Hubdoc - Extract all line item details including inventory items

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   submitted  ·  15 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Carin MacRobert supported this idea  ·  18 December, 2024

4. Xero HQ - Transfer/copy reports between practices & organisations

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   submitted  ·  53 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Carin MacRobert supported this idea  ·  18 December, 2024

5. Pricing Plan - Increase the limits of Bills in Starter Pricing Plan

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   46 comments  ·  For small businesses » Subscription & support  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Carin MacRobert supported this idea  ·  18 December, 2024

6. Bills - AI reconciliation of supplier statements

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Carin MacRobert supported this idea  ·  18 December, 2024

7. Hubdoc - Convert bank statement to csv file

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   48 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   under review  ·  AdminDana A (Admin, Xero) responded

   Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

   Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

   For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

   Carin MacRobert supported this idea  ·  18 December, 2024

8. User Role - Access to specific feature only

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   39 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… more

   Carin MacRobert supported this idea  ·  18 December, 2024

9. Invoicing: Calculate and charge interest on overdue invoices

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   submitted  ·  34 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Carin MacRobert supported this idea  ·  18 December, 2024

10. Hubdoc - US Date Format

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    3 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Carin MacRobert supported this idea  ·  18 December, 2024

11. Repeating Invoices - Use updated inventory Unit Prices on repeating invoice templates

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Carin MacRobert supported this idea  ·  18 December, 2024

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

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    182 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (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

    Carin MacRobert supported this idea  ·  18 December, 2024

13. Fixed Assets - Add 3-year depreciation schedule for Small Business Corporations in South Africa

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    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Carin MacRobert supported this idea  ·  12 December, 2024

14. Profit & Loss - Show dividends/distribution/Income tax after net profit

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    7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Carin MacRobert supported this idea  ·  12 December, 2024

15. Contacts - Permanently delete if no records

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    submitted  ·  56 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    Carin MacRobert supported this idea  ·  19 July, 2024
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    Carin MacRobert commented  ·  19 July, 2024  ·  Edit…  ·  delete…

    It is so easy in Xero to inadvertently create a new Contact instead of selecting the actual, already existing Contact. I cannot see why you shouldn't be able to delete a Contact if there are no transactions/activity/records linked to that Contact. Obviously, a Contact with transactions linked to it should not be able to be deleted.

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