Settings and activity
29 results found
-
166 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
An error occurred while saving the comment -
6 votes
Jo Russell
supported this idea
·
An error occurred while saving the comment Jo Russell
commented
Each Contact header shows the average number of days that debtor has made payments in the past. This would be useful information to include on the Aged Receivables report when reviewing the likelihood that debtors invoices will be paid on the due date.
E.g. some clients only pay at the end of the month, whether the due date is the 20th or not. Knowing which clients will be paying 10 days after their due dates would help with cashflow forecasting, as would knowing which clients always pay on the due date.
Cashflow forecasting could then be more accurate if the biggest invoice due on the 20th is marked as more likely to be paid on the 31st. -
6 votesJo Russell
supported this idea
·
-
148 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
An error occurred while saving the comment Jo Russell
commented
I'd like to use the new invoicing, but every time I need to add a new tracking number I switch back to Classic for this reason.
Jo Russell
supported this idea
·
-
2 votesJo Russell
shared this idea
·
-
204 votesJo Russell
supported this idea
·
-
9 votesJo Russell
supported this idea
·
-
15 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Jo Russell
supported this idea
·
-
3 votesJo Russell
shared this idea
·
-
38 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Jo Russell
supported this idea
·
-
2 votesJo Russell
shared this idea
·
-
455 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
An error occurred while saving the comment Jo Russell
commented
Being able to Schedule custom reports to email out to various team members would save a lot of time, both in the actual sending and in the setting up of reminders in other systems such as Outlook.
It also creates continuity for staff receiving the reports should the usual sender be away for whatever reason.Jo Russell
supported this idea
·
-
5 votes
Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look.
Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page.
I'll keep you updated, here 😁
Jo Russell
shared this idea
·
-
41 votes
Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,
As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂
If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned.
An error occurred while saving the comment Jo Russell
commented
Another reason that it would be handy to have the Planned to Pay date within the Edit Bill screen is that this is when you're most 'in tune' with what's required for that particular bill. Seeing a blank Planned Date in the Awaiting Payment tab does help to work out what is yet to have a Planned to Pay date assigned but, when you're adding multiple bills at once, it can be hard to remember which you need to get paid this week versus next week.
Also, there can be some time elapse between Submitting a Bill for Approval and the Approval itself, so you need to remember some time later which date you planned to pay.Jo Russell
supported this idea
·
-
101 votesJo Russell
supported this idea
·
-
20 votesJo Russell
supported this idea
·
-
141 votesJo Russell
supported this idea
·
-
187 votesJo Russell
supported this idea
·
-
966 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Jo Russell
supported this idea
·
-
270 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Jo Russell
supported this idea
·
For Xero Admins, to answer your question why two date fields might be needed: the most common reason for two separate date fields for supplier invoices would be when a supplier invoice is received late, after the month that it relates to has closed. (Perhaps that supplier invoice was expected and an accrual has been raised but potentially not. If an accrual has been raised, it may be for a different amount.)
E.g. The Jan-24 month has been finalised and reports sent out to managers by 10/0224. On 11/02/24, a supplier invoice comes in that is dated 31/01/24.
While that invoice cannot be posted into the closed Jan-24 accounts because it will change the reported numbers, it is still due on the 20th of the month following the invoice date. That is, the 31/01/24 invoice is due on 20/02/24.
Processing the invoice with a Posting Date of Feb-24 will ensure that it is reported in the correct month and won't throw out the Jan-24 accounts. Entering an Invoice Date of 31/01/24 will ensure that the payment date of 20/02/24 appears correctly and would also ensure that the data on the supplier card is correct. Should there be a need to go back to the "Jan-24 invoice" in the future then it can easily be found if the invoice is showing as being dated Jan-24, regardless of when it was posted into the accounts.
I hope this helps.