Settings and activity
12 results found
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508 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
Keith Gatenby
supported this idea
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An error occurred while saving the comment -
116 votes
Hi team, I'm pleased to share that backorders capability is now in the process of rolling out to customers.
Once available in your org, you'll be able to approve sales invoices for tracked inventory even when there isn't enough available stock.
Your available stock will be allocated first, with the remaining quantity placed on backorder. As stock comes in it'll be automatically allocated to the oldest approved backorders.
You'll also see clearer inventory visibility through available quantity and backorder indicators in both your invoicing and inventory experience.
We'll keep monitoring feedback as availability expands, and I'll return to share another update once this is available to all users. Thanks!
Keith Gatenby
supported this idea
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42 votes
Hi everyone, thanks for all the context you’ve shared on how this impacts your workflows. We understand how a simple in-product setting for showing delivery address on an invoice would improve efficiencies for you all here.
Currently, the best option remains to insert the ContactPhysicalAddress merge field/s with the use of an advanced invoice template.
However as part of a larger piece of work we’re doing to develop multiple addresses per contact within invoices, this is an idea we’ll be solving for.
We can’t provide definite timeframes but will shift to In development and share further news as it progresses with you all here!
Keith Gatenby
supported this idea
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122 votes
An error occurred while saving the comment Keith Gatenby
commented
I am hearing you on this, so time wasting to go back and have to combine cards , plus try and find activity when there are numerous card files for the same client
It is sad to see that this was raised over ten years ago and it is still an issue
Keith Gatenby
supported this idea
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74 votes
Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.
Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.
Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.
Keith Gatenby
supported this idea
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33 votes
Hi team, we appreciate the interest and rational in this idea when you trade with Contacts that might be part of a larger group.
We want to be open that this isn't something we have plans for developing just atm, but will keep considering the idea as we continue to develop contacts in Xero. I'll share if there is any progress here.
Keith Gatenby
supported this idea
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4 votes
We appreciate you reaching out to let us know you'd like to see the termination date and reason in the Employee Contact Details report.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Keith Gatenby
supported this idea
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64 votes
Hi everyone, thank you for sharing your feedback on the Employee Contact Details report.
In 2024, this report was updated to include date of birth and age. We’ve noted the suggestions to include start and end dates as well.
Adding further details to this report is not on our current roadmap. As a result, we are moving this request to 'Not in Pipeline.'
We appreciate your continued ideas and feedback, and we will let you know if our priorities change.
Keith Gatenby
supported this idea
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23 votes
Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.
You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.
When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.
This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.
I've also created a new idea to get a sense of interest in being able to add supplier bank details on the…
Keith Gatenby
supported this idea
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101 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Keith Gatenby
supported this idea
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157 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
Keith Gatenby
supported this idea
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10 votes
An error occurred while saving the comment Keith Gatenby
commented
I deal with the farming community who still hadwrite their statements with dated entries. Eg Fuel.
I need to get a caclulator for EVERY entry and calculate dolars per litre. Cannot add just the number one in the quantity column as I need to report to the ATO for deisel fuel rebate each BAS. The caclulator often does not get the total correct as the rounding is different and my accounts do not add up correctly.With MYOB I was able to wipe the price per unit, insert the total amount and it would calculate the price per litre from the quantity I had entered.
This is a situation that is very backward from MYOB compared to other areas bering very forward.
I am with Abigail, this needs more votes
Keith Gatenby
supported this idea
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hi there, can we request deposits can occur on Draft invoices.
Our customers place orders and then deposits. We can take up to 12 months before we complete the order and issue the final invoice.
At the moment we have to do a very complicated draft invoice then minus the payment which we have reconciled to Customer deposits. Then on completing invoice - delete that "minus" number and then go to the payments section and extract the deposit from customer deposits.
sounds confusing - you should try carrying this process out :|