Settings and activity
17 results found
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5 votes
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Katey Ritchie
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10 votesKatey Ritchie
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47 votes
Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
An error occurred while saving the comment Katey Ritchie
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Surprised Xero still has not added this very basic feature. Critical for our business where all billable expenses require margin/mark up to be added, currently very time consuming when invoicing updating every line manually.
Katey Ritchie
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62 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
Katey Ritchie
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149 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Katey Ritchie
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176 votesKatey Ritchie
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442 votesKatey Ritchie
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10 votesKatey Ritchie
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41 votesKatey Ritchie
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2 votesKatey Ritchie
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58 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
Katey Ritchie
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240 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Katey Ritchie
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10 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
Katey Ritchie
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131 votes
Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.Katey Ritchie
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30 votesKatey Ritchie
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38 votesKatey Ritchie
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88 votesKatey Ritchie
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Yes! This would help immensely, I personally would like this most to be able to alphabetically sort line items by description (pulled from billable expenses).