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10 results found
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429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.
Zak Labanca
supported this idea
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48 votes
An error occurred while saving the comment Zak Labanca
commented
We waste so much time with this every year.
Would be good to have an update from Xero nearly 18 months on!
An error occurred while saving the comment Zak Labanca
commented
This is an excellent idea.
As it stands the CIS add on for Xero is poor to say the least. This would go some way to helping accountants reconcile the CIS account as the current CIS system is terrible.
Product clearly produced by someone with A - no actual real life experience of CIS and B - a very poor understanding of CIS.
Zak Labanca
supported this idea
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258 votes
An error occurred while saving the comment Zak Labanca
commented
@melissa
Quickbooks?
Although I generally hate the software (probably because I don't use it enough rather than it not being that good) it does have a proper approval process. Assign an approver and when an invoice is ready they get a notification automatically.
An error occurred while saving the comment Zak Labanca
commented
Simple change which would make the whole approval process much more streamlined and usable.
Zak Labanca
supported this idea
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33 votes
An error occurred while saving the comment Zak Labanca
commented
Agree with above comments. This really is basic accounting 101, madness this wasn't implemented from day one.
Who do you guys get to test your idea's. They are terrible at their job whoever they are.
Zak Labanca
supported this idea
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12 votes
Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
An error occurred while saving the comment Zak Labanca
commented
Hi Ethan. Glad to see someone at Xero has tried their own product.
If the issue is the (frankly useless) report pack then give us the option to simply run the previous bank rec. The report pack is just a waste of time (who actually uses these - they should be useful, but like everything Xero development related it is a half baked idea that doesn't really work).
The people who flog your product to clients (ie us accountants) use these reports all the time. These bizarre design choices just make life difficult for us.
Just to clarify though - it's not that it doesn't solve the issue for some users, it simply doesn't do what it is meant to in an efficient manor. We are wasting time adjusting these reports constantly. If anyone at Xero has prepared accounts they will know that you will be running these reports all the time, so this isn't a "once a month" waste of time. Especially if you have a client that hasn't kept their bank up to date, or the bank feed has duplicated/missed transactions (which happens ALL the time with some bank feeds).
An error occurred while saving the comment Zak Labanca
commented
Kelly, thanks for taking the time to respond, but have you actually tried your advice? Because I have and it doesn't work like that.
For example, I open the report and the date defaults to today. I change end date to the date I want (that isn't a Xero preset, like last YE) and press update. As the date I picked is before the start date your bank rec defaults to Xero then changes my end date to the start date and then a different end date - which obviously isn't what I want.
An error occurred while saving the comment Zak Labanca
commented
Who tests these changes?
Annoying, and unnecessary change yet again.
Even the ability to set the default report to the old one rather than the (IMHO) unnecessary "report pack".
Zak Labanca
supported this idea
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99 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Zak Labanca
commented
Agree that this is an absolute no brainer. I occasionally need to faff around doing this for clients (and it is a faff) and it makes zero sense.
Stop wasting time redesigning reports and making "solutions" for MTD for IT etc and doing something useful like sorting functionality in your core product like this.
Zak Labanca
supported this idea
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269 votesZak Labanca
supported this idea
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355 votesZak Labanca
supported this idea
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10 votes
Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
An error occurred while saving the comment Zak Labanca
commented
Disaster is no longer waiting to happen. Major design flow. Please fix ASAP.
Zak Labanca
supported this idea
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23 votesZak Labanca
shared this idea
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Creating a credit note from a previously paid invoice/bill really needs to be addressed.