Settings and activity
33 results found
-
56 votes
Hi everyone, thanks for sharing your feedback on this idea.
We understand how being able to insert a new line exactly where you need it in a long invoice would make editing much quicker and easier, especially when you’re updating existing line items.
We’ve reviewed your suggestion and moved it to Gaining Support, so other members of the community can vote and add comments to share how this change would improve their invoicing workflow.
Please keep adding your use cases and examples — this helps our product team better understand the impact and where this could make the biggest difference.
We’ll continue to monitor the feedback here and share any updates as we have them
Luke Abbott
supported this idea
·
An error occurred while saving the comment -
229 votesLuke Abbott
supported this idea
·
-
33 votesLuke Abbott
supported this idea
·
-
52 votesLuke Abbott
supported this idea
·
-
36 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support this idea. Make sure you share it with any colleagues that this could benefit, so they can add their vote too!
In the meantime, you might like to use Xero's own authenticator app, Xero Verify, which does support push notifications when you log in.
Luke Abbott
supported this idea
·
-
40 votesLuke Abbott
supported this idea
·
-
50 votes
Hi everyone, we value the detail you've shared about why you need to combine Sales, Quotes, Invoices and Purchase Orders access without also exposing banking or bills.
We’re currently building a dedicated Purchase Orders Only role with options to view, create, edit and approve purchase order that'll help for those that have asked to enable users to raise and manage purchase orders while keeping them separate from broader Purchases access and sensitive bill information.
We recognise this is one part of the wider role flexibility you’re asking for, and we’ll continue to consider how Sales, Quotes and Invoices can be separated in future.
I'l come back to share once the Purchase order permission is fully released.
Luke Abbott
supported this idea
·
-
83 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more control over lock dates is for protecting your data integrity and supporting your workflows.
As part of our wider review of roles and permissions across Xero, we’re pleased to let you know that this is a feature that we’re exploring controls in and reviewing the viability of. We'll keep you updated here as our plans shape up further.
Luke Abbott
supported this idea
·
An error occurred while saving the comment Luke Abbott
commented
Lock dates are helpful to restrict general user access after a month has passed and trying to prepare month end management accounts. However with multiple different roles and the need to pair up Xero with a standalone sales system a wider range of options on lock dates would be really useful.
Example options being:
1) Ability to lock by more specific user roles (sales/purchases etc. not just adviser/not adviser)
2) Ability to lock by specific users (e.g. restrict sales staff so no further invoices can be created, but still allow accounts staff in order to continue month end reconciliations) -
536 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Luke Abbott
supported this idea
·
-
33 votesLuke Abbott
shared this idea
·
-
23 votesLuke Abbott
supported this idea
·
An error occurred while saving the comment Luke Abbott
commented
Would certainly be useful in regards to suppliers who are always paid by direct debit to be able to filter them out in some way on the bills to pay page before selecting those for bank transfer etc. At the minute we have to select all and then go through and untick the DD suppliers.
-
29 votes
An error occurred while saving the comment Luke Abbott
commented
We've just started using Hubdoc to manage our purchase ledger but are running into problems due to the fact that Hubdoc does not seamlessly integrate with Xero like promised. We nearly always enter invoices in "Tax exclusive" so that you can manually adjust a tax line if required by a few pence due to rounding issues commonly found on supplier invoices.
However selecting "Tax exclusive" when entering the data in Hubdoc does not show the tax field to be able to make these minor adjustments. Even adding a line to round the invoice total does not work as the tax must agree exactly. The only very laborious work around appears to be to select tax extracted, change the tax amount to match the invoice then fudge a No VAT line to agree the overall total. This feels completely out of sync with Xero (let alone accepted accounting practice).
We need to see the tax field in Hubdoc when you have selected "Tax Exclusive" (just like Xero currently does).
Luke Abbott
supported this idea
·
-
41 votesLuke Abbott
shared this idea
·
Would value this change in relation to manual journals as well as I always believe it is good practice to have well organised and structured journals.