Settings and activity
10 results found
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685 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Nick Green
supported this idea
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69 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
An error occurred while saving the comment An error occurred while saving the comment Nick Green
commented
I've just had a meeting with a client about moving to Xero and he was incredibly put off by the lack of ability to easily generate a simple delivery note.
Surely the ability to customise the packing slip or simply adding a delivery note option isn't too much to ask.
Nick Green
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41 votesNick Green
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40 votesNick Green
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74 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Nick Green
supported this idea
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104 votes
We appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
Nick Green
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59 votesNick Green
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5 votes
Hi Charlotte, can you expand a little on your needs or use cases for your idea here?
A wage would generally be connected to an employee in payroll. Managing a loan is a little different and we have suggestion of how to do this in our help here, and when it comes to drawings and introducing cash to the business this would generally relate to a specific shareholder and would be recorded as Spend or receive monies, if you'd rather not specify the contact you may want to set up a generic contact that you could code these sort of transactions too.
Nick Green
supported this idea
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497 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
Nick Green
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89 votesNick Green
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It would be incredibly useful if Xero could provide a proper Delivery Note option. It essentially contains the same information as the Picking List just with a different heading, and ideally a signature/date box for proof of delivery.
Surely it wouldn’t be too difficult to offer this as an alternative format or an additional printable option alongside the Picking List. A client of ours, who I believe would be a great fit for Xero, has decided against it purely due to the lack of a straightforward delivery note. I'm sure they're not the only ones. This small addition could make a big difference.
I'm aware of the invoice branding workaround, but that adds an unnecessary step to the whole process and still doesn't quite solve it in a simple straightforward way.