Settings and activity
13 results found
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1,168 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
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Axis Electrical Ltd
supported this idea
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95 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
An error occurred while saving the comment Axis Electrical Ltd
commented
I realised the other day that we lost the ability to add multiple extra lines to an invoice. it's replaced with Xero automatically adding 1 line when you're working in the last one before it...
REALLY annoying, because I sometimes need to drag multiple empty lines up in between other lines and having to put a character in the new line just to be able to generate another line...
Give me back the option to add multiple blank lines, please...An error occurred while saving the comment Axis Electrical Ltd
commented
I agree
Axis Electrical Ltd
supported this idea
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3 votes
An error occurred while saving the comment Axis Electrical Ltd
commented
I don't know who came up with the bright idea of adding a "change organisation" click in the Company dropdown menu, instead of just listing the companies associated with your login on the main dropdown but it's driving me mad.
Used to be able to quickly switch between our companies, and now every time I do it's an extra click.
Doesn't sound like much, but it's *really* annoying. Maybe for accountants/bookkeepers with loads of associated companies it pushes some other options down the list and for them it's helpful but if you only have 2-5 companies to switch between it's a pain in the neck.
It should be optional to condense them into a "change organisation" click, not a blanket "solution" across the board.
What a tedious change.Axis Electrical Ltd
supported this idea
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300 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Axis Electrical Ltd
supported this idea
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716 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Axis Electrical Ltd
commented
There are multiple threads with people near begging Xero to implement this. @Xero please. This is critically important, and a super basic function.
Like being able to mark Bills/invoices as "in dispute" if I may addAxis Electrical Ltd
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426 votesAxis Electrical Ltd
supported this idea
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2 votes
Hi there, I know it's been sometime since you first raised your idea with us here, and as you may have noticed there have been a lot more changes within the bills to pay space that improve flows and efficiency in managing your bills.
It'd be good to hear back if you're finding these changes have improved things for you when entering and managing bills - For example rather than approving individual bills, with the quick view you can now quickly scan the detail and approve single or multiple bills at once from the list view, and with New bill drop down available on this same screen, you can + New credit note without extra clicks.
Axis Electrical Ltd
shared this idea
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3 votesAxis Electrical Ltd
supported this idea
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19 votesAxis Electrical Ltd
supported this idea
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829 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Axis Electrical Ltd
supported this idea
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625 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Axis Electrical Ltd
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713 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!
Axis Electrical Ltd
supported this idea
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303 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Axis Electrical Ltd
supported this idea
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I would add that this is not the only issue that should be mentioned on Trustpilot if people are creating reviews. Another glaring issue is not being able to process Credit Notes in the Find & Match window or as part of a batch payment, they have to be manually allocated to invoices, before the Find & Match reconciliation option works. They simply don't show there...
It's been years since this was first flagged up, and no movement whatsoever from Xero.
Xero has been great at gaslighting us when there were compaints about the new invoicing ("we appreciate that sometimes change is hard, but we're confident that with the how-to guides everyone will be able to learn to use them". I'm paraphrasing but that was the gist of the response we received when the issues were flagged up. Not great!), but there have been no changes/progress to these requests for development which have hundreds of upvotes/comments on the forum...