Settings and activity
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5 votes
An error occurred while saving the comment 
Jo Russell
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4 votes
Hi Jo, interesting one here as some users would like the contact to be update but also others that wouldn't. It'll be good to get a sense of users that would like to see the contact record updated with the email used when sending from your idea here.
No plans to change this behaviour at present but we'll share if there's any news.
An error occurred while saving the comment Jo Russell
commented
@Kelly - perhaps a pop-up question to make the decision at the time would be the solution?
It would have been good to have a pop-up in the new invoicing the first time an invoice was sent where the contact didn't have an email address for user awareness. I only discovered this change in the software's behaviour when I investigated the 'Missing Email' message.Jo Russell
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367 votes
An error occurred while saving the comment Jo Russell
commented
Please also see this product idea from May-22:
Jo Russell
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52 votes
An error occurred while saving the comment Jo Russell
commented
With more and more clients using automated systems to receive invoices, sending an automated reminder to the same email address creates havoc in their systems. We are getting more and more terse emails from clients asking for invoices to go to their invoicing email ONCE and then all reminders to go to a different email address.
It's impossible to keep on top of which clients this affects and is beginning to impact our debt collection processes. Please consider this upgrade.Jo Russell
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Jo Russell
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7 votesJo Russell
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4 votesJo Russell
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230 votesJo Russell
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65 votesJo Russell
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44 votesJo Russell
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72 votes
An error occurred while saving the comment Jo Russell
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It would be extremely helpful if we could upload purchase orders for the full year based on the budget and then chip away at these invoices throughout the year.
E.g. we're expecting 12 x monthly invoices for cleaning for the same amount each month. The year's purchase order is approved by management. Then each month, we receive a bill for 1/12th of the total purchase order.At the moment, it's not possible to see the REMAINING BALANCE of a purchase order that's been part-receipted.
Jo Russell
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53 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
Jo Russell
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57 votesJo Russell
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12 votes
Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
Jo Russell
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20 votesJo Russell
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394 votesJo Russell
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17 votes
An error occurred while saving the comment Jo Russell
commented
Assigning a planned date at the time of entering an individual bill would save having to then go into a separate window AFTER processing the bill to assign a date.
As it stands, for each bill that is processed, there is an additional step to assign a planned date which necessitates the opening of a different window. This becomes cumbersome when entering multiple bills and breaks the flow of processing these.Other accounts software that I've worked with allow:
* Document date (ie actual date shown on the invoice)
* Accounting date (ie date that the invoice is going through the accounts, very handy if a bill has arrived after the month has closed and must go into a different month)
* Due date
* Payable/Payment date
Could you please consider reviewing the date fields that are required by staff on the ground that are entering the details?Jo Russell
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17 votesJo Russell
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150 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
An error occurred while saving the comment Jo Russell
commented
This would be really helpful. We have a new manager who wants to know WHAT the payments coming out of a credit card account are for and not just WHO the payment was made to. The Bank Transactions report we were using for review and approval of transactions does not provide any sort of relevant description.
Jo Russell
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116 votes
An error occurred while saving the comment Jo Russell
commented
Given the original request was over 10 years ago, could this be reviewed please?
Since WorkFlowMax was dropped by Xero, implementing a replacement software system has incurred costs across multiple months. We are now ready to capitalise these costs to begin depreciating and having a single asset for this replacement software rather than one asset per invoice would be logical.
If we register each individual invoice as an asset, that creates noise/confusion in the asset register.
If we only register a single asset, then we lose the link to the original invoices.
Please review this asap.Jo Russell
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5 votesJo Russell
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Because the New Invoicing doesn't record when an invoice is re-sent once the 'Sent' box is ticked, that box needs to be unticked if you want Xero to automatically record where and when an invoice has been sent (as it used to under Classic Invoicing). To enable the record to be added to the History of the Invoice, the 'Sent' box must first be unticked.
However, if that invoice relates to a Locked/Closed period, the period first needs to be unlocked.
To resolve this, either the 'Sent' box function is uncoupled from whether the period is locked or not. Or the History and Notes automatically records whenever an Invoice is sent without having to untick the 'Sent' box.
This used to work seamlessly in the Classic invoicing.