Settings and activity
7 results found
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780 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
David Reeves-James
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45 votesDavid Reeves-James
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An error occurred while saving the comment David Reeves-James
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77 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
An error occurred while saving the comment David Reeves-James
commented
I wouldn't hold your breath! I first requested this seven years ago and not a thing has been actioned, to date. For seven years, I have had to edit the customer's details to show '**STOP**' in the customer name to alert our sales team, that the account has is currently on 'stop'. This has led to sales staff, calling me every time to ensure the account is actually on 'stop' or whether I have omitted in removing the flag. It has also led to disciplinary action being taken by myself because sales staff have ignored the flag and gone on to invoice. You will learn in time, that Xero often change the things we do not ask for making the job more difficult and ignore our requests. I cannot imagine that Xero staff are educated in accounting and finance as this feature would be of paramount importance if we indeed, had it. One thing that Xero are very good at; Taking the money out of your bank account by DD, on time!
Good luck.
David.
David Reeves-James
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An error occurred while saving the comment David Reeves-James
commented
What rubbish. Example: Customer has a £1,000 credit limit but £500 is overdue and the account should go on stop. You would still be able to raise an invoice because the credit limit has not been reached but the account is overdue. Can you actually tell me if Xero specialists are accountants / finance staff or simply IT staff who have no idea what they are talking about when it comes accounting and finance? You make changes to Xero that are NOT required and YOU do not ask our opinion on but, when we want something, you do nothing. I am seriously and actively seeking new accounting software. This is backward in every sense of the word.
An error occurred while saving the comment David Reeves-James
commented
I have been asking for a 'stop' facility within Xero for years. Unfortunately, there is no functionality for something that is so important that every other accounting software has. A credit limit to freeze the account in new invoicing is hopeless. i.e. a customer may have a £10,000 credit limit but only has £1,000 overdue on account. I have to say that is really is very bad for our business and makes Xero look awful too. NOBODY AT XERO LISTENS!!! THEY CHANGE OUR P&L AND BS REPORTS WITHOUT ASKING - FOR REFERENCE THEY ARE BLOODY AWFUL CHANGES BUT WHEN WE ASK YOU TO CHANGE SOMETHING, YOU DON'T LISTEN!
An error occurred while saving the comment David Reeves-James
commented
I have been asking for this since 2016 !!!!
Such a terrible service!!!!An error occurred while saving the comment David Reeves-James
commented
I have been asking for a 'stop' facility within Xero for years. Unfortunately, there is no functionality for something that is so important that every other accounting software has. A credit limit to freeze the account in new invoicing is hopeless. i.e. a customer may have a £10,000 credit limit but only has £1,000 overdue on account. I have to say that is really is very bad for our business and makes Xero look awful too.
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320 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
An error occurred while saving the comment David Reeves-James
commented
I have been asking Xero for the 'stop' feature since 2017 - I wouldn't hold your breath.
David Reeves-James
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
514 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
An error occurred while saving the comment David Reeves-James
commented
I was working on accounts systems twenty years ago that sent automated receipts. Seemed to work then!
Also, when will we get the stop function in Xero? I've been asking for 6 years.
David Reeves-James
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114 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
David Reeves-James
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78 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
David Reeves-James
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ACCOUNT ON STOP!!!!
It is useless to even bother asking Xero for this. I have been asking for 7 years to have 'Account on STOP' as a feature. Their standard answer is: You can set a credit limit that will hold the account if reached. They do not understand that an account may be well under the credit limit but it still an aged debt!!! The automatic receipt function would be great but, don't hold your breath!!! Strange - in the old days, company's looked after their customers and acted on their feedback.