Settings and activity

7 results found

1. Projects - Default account for invoice raised from projects

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   6 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here? 

   Aaron Kitchens supported this idea  ·  02 May, 2024

2. Ability to edit the layout of the Check Voucher

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   58 votes

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   submitted  ·  17 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   Aaron Kitchens supported this idea  ·  14 March, 2024

3. Checks - Scanned signatures on paper checks

   24 votes

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   submitted  ·  3 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   Aaron Kitchens supported this idea  ·  14 March, 2024

4. Invoice - Prompt Payment / Settlement Discount

   408 votes

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

   Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.

   We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.

   Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;

   • Edit the invoice to apply a discount directly
   • Edit the invoice to add a negative line that directly draws down the total amount of the invoice
   • Apply a credit to the invoice for the portion of the discount

   We'd recommend connecting with your Xero advisor on how they'd recommend recording this in your org.

   Alternatively, there are connected invoicing apps that you can explore through our Xero App store.

   We'll continue to track support through this idea, and our product teams will continue to consider this in future planning, so if there’s any updates we’ll share here. Thanks

   Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.

   We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.

   Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;

   • Edit the invoice to apply a discount directly
   • Edit the invoice to add a negative line that directly draws down the total amount of the invoice
   • Apply a credit to the invoice for the portion of the discount

   We'd recommend connecting with your Xero advisor… more

   Aaron Kitchens supported this idea  ·  06 February, 2024

5. Invoice Payment- Stripe Partial payments

   231 votes

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   117 comments  ·  Invoices & quotes » Payment services  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we wanted to provide an update as we've been working on development for accepting deposit payments(another highly voted idea).

   This week we began rolling out a solution for deposits powered by Stripe to a limited group of users. We know this functionality will also bridge the gap for customers in this idea, and have included anyone that's voted here and is connected to Stripe in this early rollout. We'd love to hear your feedback - You'll receive a banner in your organisation on how to use this feature.

   I'll be back again with more news as the rollout progresses. 😊

   Aaron Kitchens supported this idea  ·  06 February, 2024

6. Xero Product Ideas - Showing a greater Interest in these ideas

   62 votes

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   25 comments  ·  Security & support » Security  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.

   We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.

   We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.

   We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.

   Our aim is to give a clearer view of what’s happening with each idea and where we’re focusing our efforts. Where possible we'll let you know why an idea may not be in our pipeline, however sometimes this does come down to a matter of prioritsation and just not being able to develop all things at once.

   Internally Product Ideas is getting more attention than ever from our product teams and leadership.

   The feedback we receive from all our community here is extremely valuable to all our teams as we continue to evolve our products and features.

   Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.

   We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.

   We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.

   We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.

   Our aim is to give a clearer… more

   Aaron Kitchens supported this idea  ·  06 February, 2024

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

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   268 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   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

   Aaron Kitchens supported this idea  ·  06 February, 2024