Settings and activity

69 results found

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

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   submitted  ·  5 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

2. Xero Projects - Add separate field for Project Number

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   submitted  ·  27 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

3. Xero Projects - Create project from accepted quote

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   31 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Luisa Magao supported this idea  ·  19 September, 2023

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

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   submitted  ·  1 comment  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

5. Invoice - Project address appears on invoice

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   submitted  ·  4 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

6. Quote & Invoice lists - View Projects

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   submitted  ·  8 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

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

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   submitted  ·  14 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

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

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   submitted  ·  5 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

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

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   submitted  ·  13 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Luisa Magao supported this idea  ·  19 September, 2023

10. Sales Invoices- Flag as 'in dispute / query'

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

    Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

    Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

    1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
    2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
    3. Update the reference to add a notation such as [reference number] - 'In dispute'

    While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

    We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

    Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

    Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

    1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
    2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
    3. Update the reference to add a notation such as [reference number] - 'In dispute'

    While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

    We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that… more

    Luisa Magao supported this idea  ·  19 September, 2023

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

    53 votes

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    9 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how useful it would be to see the details of the payments on the Contact activity page.

    The product team have reviewed this and it's something they would like to explore, though it isn't currently on the roadmap. This idea remains open for votes and comments, so please continue sharing your experiences here as your input helps us understand how this feature could support your workflows.

    
    

    Luisa Magao supported this idea  ·  19 September, 2023

12. Repeating Invoices - Day/Date placeholder option

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    submitted  ·  51 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

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

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    560 votes

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    96 comments  ·  Invoices & quotes » Invoicing  ·  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
    Luisa Magao supported this idea  ·  19 September, 2023

14. Quotes: Hide line item cost

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    27 votes

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    submitted  ·  17 comments  ·  Invoices & quotes » Quoting  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

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

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    83 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.

    Luisa Magao supported this idea  ·  19 September, 2023

16. Invoices - Reuse invoice number if voided

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    submitted  ·  53 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

17. Invoices - invoice a percentage of a task

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    4 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded
    Luisa Magao supported this idea  ·  19 September, 2023

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

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    4 comments  ·  Purchase orders, bills & inventory » Inventory  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded
    Luisa Magao supported this idea  ·  19 September, 2023

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

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    submitted  ·  33 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    Luisa Magao supported this idea  ·  19 September, 2023

20. Bank Reconciliation - Partially reconcile a statement line

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    4 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
    Luisa Magao supported this idea  ·  19 September, 2023