Settings and activity
37 results found
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56 votes
Luisa Magao
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16 votesLuisa Magao
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51 votesLuisa Magao
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46 votesLuisa Magao
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18 votes
Hi everyone, we appreciate the engagement here.
While it's not possible to edit an expense from the generated bill, it's possible to edit the expense receipt from within the expenses feature.
We'd like to highlight the options shared earlier in the thread here (thanks!)
Editing an expense can be done by a user with the appropriate permissions after it's been submitted. You'd click the Go to Expenses button on the bill and from here you can edit and itemise the receipt to split this across projects.
The only time this isn' possible is once the Bill has had a payment applied, in which can you'd need to first remove & redo before you can edit the receipt.
Alternatively, there is also the ability for a Submitter to itemise the receipt when creating and before submitting.
We want to be upfront that we don't have any plans for enabling this capability…
Luisa Magao
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24 votesLuisa Magao
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12 votesLuisa Magao
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252 votes
Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
Luisa Magao
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124 votesLuisa Magao
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42 votesLuisa Magao
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8 votes
Hi everyone, thanks for the extra feedback since our last update and apologies it's taken some time for us to return and update here.
The screenshot provided helps to highlight the gap.
Right now with the Payable Invoice Details report you can group by contact and use the Gross column for the tax-inclusive invoice total, alternatively you can use the Net column for tax-exclusive invoice total.
Where a contact has foreign-currency bills, you will only see totals in the Gross and Net (base currency) columns; the base amount uses the exchange rate recorded on the bill.
We want to be upfront that we don't have any plans at this stage to change the behaviour of the totals for columns within this report, but hope that better understanding of how this works helps when running the report.
Luisa Magao
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542 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Luisa Magao
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10 votesLuisa Magao
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17 votesLuisa Magao
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85 votesLuisa Magao
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7 votes
Thanks for sharing your idea in the community here, Trevor. We don't have plans for adding Projects to other reports in Xero at present but we'll start to get a sense of the interest for this in your idea here and share if there are any changes.
Luisa Magao
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10 votes
That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
Luisa Magao
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5 votesLuisa Magao
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30 votesLuisa Magao
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108 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Luisa Magao
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