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4702 results found
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Hubdoc - Use consistent naming for transaction types
Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
- different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
- for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
- clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
- no option to do multiple page invoices on the phone (they would have to be by scan/email)
- doesn’t see email inline jpg images (e.g. phone screenshot) or text (e.g. Amazon standard email) at all without attachments (got unexpected "Undeliverable" email response to standard Amazon email)
Thank you!Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
- different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
- for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
- clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
- no option to do multiple page…1 voteAppreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.
In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks
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Sales invoices - Lite version of invoicing
The new invoicing page design has created a bloated feature-packed version of invoicing that, whilst great for companies who regularly email or print invoices for posting, is an absolute pain in the proverbial to navigate for companies such as ours who only create invoices for accounting purposes, and never send them out.
For background context, we are a small family-owned investment property company who create invoices in Xero corresponding to rental income statements we receive from letting agencies. We only create the invoices once we've received the statements, so the original invoicing feature was perfect for us. Its replacement is a painful navigational nightmare.
Please create an invoicing lite option that mirrors the original invoicing page, OR give us the option to turn off options for adding payment details, approving and emailing the invoice and approving and printing a PDF of the invoice. A straight "Approve" option would be more than sufficient.
I am sure we are not the only company using Xero, who only use invoicing to create an accounting entry for revenue we receive almost automatically. I'm therefore certain we won't be the only customers driven to irritation by the new invoicing solution.
For the time being, we will be using the classic invoicing option, until we can do so no longer.
The new invoicing page design has created a bloated feature-packed version of invoicing that, whilst great for companies who regularly email or print invoices for posting, is an absolute pain in the proverbial to navigate for companies such as ours who only create invoices for accounting purposes, and never send them out.
For background context, we are a small family-owned investment property company who create invoices in Xero corresponding to rental income statements we receive from letting agencies. We only create the invoices once we've received the statements, so the original invoicing feature was perfect for us. Its replacement is…
3 votes -
AU Payroll - Change Employees' Status without deleting
Moving employees from Part-time to causal or visa versa without deleting them!
The Solve: Just have a date range/calendar within their employee info for what classification of employee they are during that date range.
Transitioning employees causes undue messiness of information, which is counter to the point of the software. You have 2 employees that are the same person. Which also counts towards how many employees a business has for xero pricing purposes.4 votes -
Dashboard - Add staff calendar to Dashboard
There is a good calendar in payroll that I would like to add to my dashboard so I can keep up to date with daily requirements and also see availability of staff including when they will be on leave from my dashboard
8 votes -
Reports - Add custom reporting template
One custom template layout that could be transferred over all reports. We have multiple nominal codes for income and expenditure which means a lot of work to set up a new custom report. I currently have to export into excel which can cause errors.
36 votes -
Contacts - Ability to export/import additional notes
Ability to export and import Notes that are shown in the contact details section as a column in the exported file.
This would allow bulk update and review of notes that have been added across Contacts.
111 votes -
New invoicing - Ability to set 'days due' when sending invoice
An option to see how many 'days' due in preview section for the new version of invoicing
Could we have an option in xero please to select 'due 30 days' from when we approve/send an invoice ?
In the classic invoicing when you preview it (before approving and sending it) it would always say how many 'days' it is due as well as the 'due date' this helps as we expect payment within 30 days of the customer receiving the invoice not 30 days from the invoice date.7 votes -
New Invoicing - Option to apply credit when using 'Approve and add another'
The new invoicing alerts you to a credit on a customer's account if you APPROVE an invoice but if you APPROVE AND ADD ANOTHER invoice it simply moves right on and does not mention the credit. Please could the apply credit option be available regardless of the way you finalise your invoice.
10 votes -
Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
Can there be a system setting which controls the default option on Invoices for the Approve button.
It is currently Approve & Email and we would like to have the default as just Approve.If it was a system setting companies could chose best option for them.
408 votesHi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
Thanks for all contributing, and staying plugged into updates on this idea.
Being upfront, we will continue to field feedback and revise this idea, but we don’t have plans for adding the ability to set your own default any time in the short term.
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Bills - Manage duplicates option to only keep one
We are forwarding inbound invoice emails to the Xero processing address, but, many suppliers send multiple copies (up to 5 or 6) saying "Invoice", "Invoice due in x -7 days", "Invoice due today", "Invoice paid", each with the invoice.
Going through the duplicates screen is time consuming.
Please make this easier for bulk actions:
1) a keep this and delete others (in a group)
2) a delete all (in a group) - sometimes we get statements or similar sent and right now we can delete the duplicates but have to go back to the invoice list to delete the original.Thanks
We are forwarding inbound invoice emails to the Xero processing address, but, many suppliers send multiple copies (up to 5 or 6) saying "Invoice", "Invoice due in x -7 days", "Invoice due today", "Invoice paid", each with the invoice.
Going through the duplicates screen is time consuming.
Please make this easier for bulk actions:
1) a keep this and delete others (in a group)
2) a delete all (in a group) - sometimes we get statements or similar sent and right now we can delete the duplicates but have to go back to the invoice list to delete the original.…
2 votes -
Aged receivables summary - Add due date
Could we please add the 'Due Date' option to the Aged Receivables Summary Report. I love the simplicity of this report versus the Detailed report but unlike the detailed report, there is no option to add the due date.
1 voteThanks for the feedback, Jodi. When you say you'd like to add the Due date I'm guessing this would be as a column to the report? One thing that would make this tricky is where you have multiple due dates for a customer with multiple invoices in the period the reports being run - what date would you expect to show here?
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Xero Accounting app - Option to turn off auto-suggestions
Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.
5 votes -
Contacts - Cash in/out Graph ability to set longer period
Currently this only shows over a 12 month period when in all cases I'd like to see how well each customer or supplier has performed against the same month last year.
At worst could this not simply be a 15 month graph (as if it were 13 then the previous month/previous year would drop of when everything was in by the beginning of the following month?
- at best could you select filters to compare even the past 3 years by month etc...
1 vote -
Customer Statements - Include prepayments
Customer Statements - Would be good if customer statements could include a prepayment balance somewhere on the statement. My client receives a lot of prepayments and would like customers to be able to see at a glance their remaining credit.
15 votesHi team, wanting to jump in to provide a little clarity as there are 2 different points arising through this idea.
Currently, customer prepayments will only be shown on a customer's Activity statement, not Outstanding statements.
The way prepayments work in Xero, these only impact the Accounts receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.
If you want to impact the total balance, you may want to consider entering these sort of payments as Overpayments in your account. You can read more on how this works in our Xero central article.
To be open here, we don't have any short term plans for changing how these transaction types are treated in statements.
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Pricing Plan - Decrease pricing for for every Incomplete Xero Product Idea
Pricing Plan - Decrease pricing for for every Incomplete Xero Product Idea
Stop just increasing your prices util you deliver better value to your subscribers.7 votesHi everyone, we regularly review our pricing against the value we are providing customers and as part of our commitment to evolve and enhance the Xero platform.
We've been investing in the future and our platform foundations — which includes upgrading our technology across Xero to enable us to build more of the features you are asking us for, faster. And we're also looking at ways we can ensure you’ll have access to AI innovation and mobile upgrades. That means continuing to streamline time-consuming, manual processes – which you can see across AI-powered features like bank reconciliation.
While product ideas are a great platform for our customers to share where they'd like to see change across Xero, this does not determine if or when an idea will be developed.
Votes and comments help uplift where improvements could be most valuable to majority of our customers, and many factors weigh into product planning decisions on where we can develop to solve ideas that have been shared.
As you'll see from the different statuses on the site there are many ideas that our teams are reviewing, and working on, as well as many developments that have been released resulting from ideas on the site.Hi everyone, we regularly review our pricing against the value we are providing customers and as part of our commitment to evolve and enhance the Xero platform.
We've been investing in the future and our platform foundations — which includes upgrading our technology across Xero to enable us to build more of the features you are asking us for, faster. And we're also looking at ways we can ensure you’ll have access to AI innovation and mobile upgrades. That means continuing to streamline time-consuming, manual processes – which you can see across AI-powered features like bank reconciliation.
While product ideas are a great platform for our customers to share where they'd like to see change across Xero, this does not determine if or when an idea will be developed.
Votes and comments help uplift where improvements could be most valuable to majority of our customers, and many factors weigh into… -
Reporting: Archive Custom Reports
In the custom reports menu, if you are no longer using a report but may need it again, the only option is to leave it there or delete. There is no option to archive the report. It would be good to have this option in case you need to refer to the report later.
5 votes -
Xero - Option to flag a performance issue without having to raise a support case
I would like to be able to flag or log a Xero issue, without having to raise a case.
Sometimes my colleagues and I are having the same issue at the same time with Xero. Eg. Dashboard not displaying correctly, unable to change organisation from the dropdown menu. But when we go to https://status.xero.com/ everything is showing as "Operational".
An option of being able to click onto a region; setting; choose the issue would be great. That means that Xero could be alerted quickly if there is a wider issue, or if it's an isolated issue.23 votesHi everyone, we appreciate wanting to help Xero identify and raise issues asap. While we may consider changes to this overtime, to be upfront there are no immediate plans for changing the current method to raise these sort of issues with us. There are a number of troubleshooting steps our specialists will work through with a customer to rule out external factors that could be impacting your experience with Xero, and they'll get the right detail to investigate, triage and escalate if the cause does appear to stem from within the product.
One area we know customers can commonly run into trouble with is bank feeds, and we do have work going on atm to enable customers to send us an alert if they are experiencing trouble with a bank accounts feed from within their organisation. You can stay up to date with progress for this, on this idea.
We'll update you if there are any wider plans made for changes to communicating issues with Xero. For now, please do continue to reach out by raising a case with our Xero Support team on Xero Central.
Hi everyone, we appreciate wanting to help Xero identify and raise issues asap. While we may consider changes to this overtime, to be upfront there are no immediate plans for changing the current method to raise these sort of issues with us. There are a number of troubleshooting steps our specialists will work through with a customer to rule out external factors that could be impacting your experience with Xero, and they'll get the right detail to investigate, triage and escalate if the cause does appear to stem from within the product.
One area we know customers can commonly run into trouble with is bank feeds, and we do have work going on atm to enable customers to send us an alert if they are experiencing trouble with a bank accounts feed from within their organisation. You can stay up to date with progress for this, on this idea.
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AU Payroll - Add YTD figures on payslips for recurring reimbursements
Add YTD figures for (recurring) reimbursements on an employee"s Payslip, such as non-reportable travel allowances (paid as reimbursements).
I followed a Xero direction to process non-reportable travel allowances as reimbursements, as it ws creating discrepancies in our BAS (even though include in W1 was not checked).
For an employee not to be able to see their total YTD renumeration on their payslip, including these reimbursements, is disappointing (particularly as it won't show on their EOFY payment summary).
2 votes -
Invoicing: Set invoice reminders by invoice branding template
Ability to turn off invoice reminders based on the invoice branding template.
This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.
23 votesThanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
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AU Payroll - Option to allocate employee salary across different departments
Hi Team, Im not sure if this has been raised, but can we get the ability when setting up an employee to be able to allocate a % of their salary costs between different department / cost centres. At this stage we do not have the option of splitting salary costs without having to do manual journals
12 votes
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