Settings and activity

73 results found

1. Project reports - View estimated profit based on quotes

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

2. Bills | List View - Ability to filter by Project

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

3. Xero Projects - Add separate field for Project Number

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

4. Xero Projects - Create project from accepted quote

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

   
   

   Luisa Magao supported this idea  ·  19 September, 2023

5. Project Report | Bills - Unpaid/paid bills per project

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

6. Invoice - Project address appears on invoice

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

7. Quote & Invoice lists - View Projects

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   submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

8. Sales Invoices - Bulk assign lines to Project/customer

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

9. Quote - Copy Project through to Invoice created from a Projects quote

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

10. Invoice Template - Add total of 'Excluding Discounts' field

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

11. Sales invoices - Flag an invoice as 'in dispute / query'

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

    We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

    It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

    But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

    For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

    We'll continue to track the interest for each of these areas moving forward and communicate any change for these ideas on each respectively. Thanks

    We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

    It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

    But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

    For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

    We'll continue to track… more

    Luisa Magao supported this idea  ·  19 September, 2023

12. Contacts - Add customer's invoice payments to Contacts

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

13. Repeating Invoices - Day/Date placeholder option

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    submitted  ·  22 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

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

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

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

    Luisa Magao supported this idea  ·  19 September, 2023

15. Quotes: Hide line item cost

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

16. Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due

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    submitted  ·  57 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

17. Invoices - Reuse invoice number if voided

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

18. Invoices - invoice a percentage of a task

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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Luisa Magao supported this idea  ·  19 September, 2023

19. Inventory: Lock items from being affected by customer discount

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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Luisa Magao supported this idea  ·  19 September, 2023

20. Sales Invoice | Delivery address - Update for individual invoice

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023