Settings and activity

4 results found

1. Chart of Accounts: Ability to merge accounts

   51 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   16 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate your feedback on merging chart of accounts. We understand how this could be useful for tidying up accounts, especially after system conversions or when duplicate accounts appear.

   While there’s no merge function right now, there are a couple of options that might help:

   • You can use Find & Recode (available to users with the Adviser role) to move transactions from one account to another before archiving the accounts. We know this won’t suit every situation, as it requires unlocking periods.
   • In financial reports, if you have several related accounts, you can edit the layout to group them for easier review and analysis.

   After reviewing this idea, the product team has noted this is Not in pipeline, meaning it’s not something we’re planning in the near term. The idea will stay open for votes, and we’ll continue keeping an eye on the level of interest here.

   Mila Webb supported this idea  ·  19 September, 2024

2. Xero expenses - Ability to change sort order

   34 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   20 comments  ·  Payroll & expenses » Expense claims  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   An error occurred while saving the comment
   Mila Webb commented  ·  11 June, 2024  ·  Edit…  ·  delete…

   Agreed! Being able to group expenses by expense account rather than by user would increase the functionality 10000x

   Save Submitting...
   Mila Webb supported this idea  ·  11 June, 2024

3. Account Transactions report - Include project column

   99 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  45 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Mila Webb supported this idea  ·  07 June, 2024

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

   1,039 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   261 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Accepted  ·  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

   Mila Webb supported this idea  ·  31 August, 2023