Settings and activity
8 results found
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
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David Reeves-James
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620 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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24 votesDavid Reeves-James
supported this idea
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An error occurred while saving the comment David Reeves-James
commented
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.
David Reeves-James
shared this idea
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72 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
supported this idea
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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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284 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
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
335 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
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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52 votesDavid Reeves-James
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74 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
supported this idea
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Classic invoicing is so much better and avoids so many extra clicks / tabs / returns etc. As a user of Xero for nearly 8 years, I have found Xero to ignore ALL requests / suggestions / ideas. I have been asking for nearly 8 years for a 'stop' function. Xero's response - there is a credit limit feature in new invoicing, which is of no use. i.e. Credit limit £1,000.00, customer is invoiced £500.00 in January. Debt becomes due in February. This still leaves £500.00 credit on Xero and they could be invoiced another £500.00! FRANKLY WORDS FAIL ME - XERO!!!! GET YOUR ACT TOGETHER AND LISTEN TO YOUR CUSTOMERS AS QUICKLY AS YOU TAKE OUR MONEY!!!!!!!