Settings and activity
7 results found
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67 votes
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HENNIE RAUTENBACH
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
HENNIE RAUTENBACH
shared this idea
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9 votes
Hi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
HENNIE RAUTENBACH
supported this idea
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23 votes
Thanks for your feedback on being able to pay invoices and bills directly from the contact page.
This isn’t something that’s on our current roadmap for invoicing, bills or payments. Right now we’re focused on other improvements in these areas, so there’s no planned work or timeframe we can share for adding a bulk “pay / receive payment” option from the contact view ⭐
If this changes and the idea moves onto the roadmap, we’ll post an update on the Product Ideas page first so you can follow along:
HENNIE RAUTENBACH
supported this idea
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59 votes
An error occurred while saving the comment HENNIE RAUTENBACH
commented
The Prepayment and Over Payment options on Customers really adds an unnecessary layer of complexity - and in my opinion one of Xero's worst features. Given that some might find it beneficial in my opinion its BS compared to other accounting products.
Idea: give me an option to use customer as 'open-item' or 'Balance forward' in Pastel terms. If it's a payment without an invoice - post it as credit on account, if it's an over payment on account, leave it as a credit. In other words just take payment from oldest invoices and leave credit or over payment which ever might apply - easy as that.
You should really look to products like QB and they way they handle customer payments, much much easier.HENNIE RAUTENBACH
supported this idea
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683 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
HENNIE RAUTENBACH
supported this idea
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133 votes
Hi community, thanks for continuing to support this idea and share the situations where it matters most to your business.
We’re now rolling out backorders for tracked inventory, that enables you to keep selling and invoice customers even when you don’t currently have enough stock on hand.
When this becomes available in your organisation, you’ll be able to approve a sales invoice for tracked items even where there isn’t enough available quantity to fully supply it. Xero will allocate any stock that's available straight away, place the remainder on backorder, and then automatically allocate incoming stock to those outstanding backorders as inventory increases.
We’ll continue to monitor feedback as this rolls out more broadly, and I’ll return to share another update once the release is complete.
HENNIE RAUTENBACH
supported this idea
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There are regulatory requirements in certain countries for example Mozambique to display the Freight and Insurance underneath with the totals and it's not allowed in the invoice lines. Please add a way to accomplish this with tracking categories or additional fields in the advanced invoice template layout.