Settings and activity
16 results found
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15 votes
Johan Potgieter
supported this idea
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425 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Johan Potgieter
supported this idea
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189 votesJohan Potgieter
supported this idea
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273 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Johan Potgieter
supported this idea
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64 votesJohan Potgieter
supported this idea
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188 votes
An error occurred while saving the comment Johan Potgieter
supported this idea
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51 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
An error occurred while saving the comment Johan Potgieter
commented
Yes. That might be true. You can use Find & Recode.
BUT, you can not use it on Quotes, Purchase Orders or Any Voided/Deleted transactions in Xero (which still hovers in the deep dark corners of Xero)
So if you want to get rid/delete a tracking option that was used, and maybe on that one invoice that was voided. You c
an forget about correcting that element. You are stuck. If it irritates you as much as me, then you must start a brand new Xero profile.Johan Potgieter
supported this idea
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20 votes
Hi Jason, have you read our help on how you can set up and manage a loan on Xero?
An error occurred while saving the comment Johan Potgieter
commented
I would consider this function to form part of Bank rules ideally
Submitting a amortisation schedule linked to the fixed amount coming of the bank to do the automatic interest and capital splitJohan Potgieter
supported this idea
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598 votes
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…
Johan Potgieter
supported this idea
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417 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
Johan Potgieter
supported this idea
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625 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
Johan Potgieter
supported this idea
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31 votesJohan Potgieter
shared this idea
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139 votesJohan Potgieter
supported this idea
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561 votes
Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.
Johan Potgieter
supported this idea
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302 votesJohan Potgieter
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409 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Johan Potgieter
supported this idea
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In agreement with everyone.
For especially rental agencies or similar type of businesses. You always send recurring invoices that relates to the period coming.
I.e sending invoices on 20 July for effect of August Services (therefore the invoice date for accrual purposes have to be August)