Settings and activity
8 results found
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1,445 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment An error occurred while saving the comment 
Johann Soekoe
commented
@Kelly Munro
This would be a great feature, however Xero does not seem to entertain the ideas for "larger" business or accountants - which is very sad.Johann Soekoe
supported this idea
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649 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Johann Soekoe
supported this idea
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763 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Johann Soekoe
supported this idea
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916 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Johann Soekoe
supported this idea
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534 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Johann Soekoe
supported this idea
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1,262 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Johann Soekoe
supported this idea
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127 votes
An error occurred while saving the comment Johann Soekoe
commented
Agreed
Johann Soekoe
shared this idea
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163 votes
Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.
An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.
We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.
An error occurred while saving the comment Johann Soekoe
commented
Xero , although very user friendly and easy to master is lagging in a few areas that are now readily available on other platforms. One platform has 24 widgets to view on a dashboard. Xero has all the information and the same widgets hidden at the back-end of invoices and bills etc. Its time to move those widgets to the actual opening page of Xero. Also, platform number 2 has options to enable the business owner to view one set of widgets on a dashboard whilst his accountant is able to view a totally different set of widgets on his side to enable him to provide his client with more accurate management advice. So its not only the quotes but the whole dashboard of Xero that needs an upgrade.
An error occurred while saving the comment Johann Soekoe
commented
Tracking quotes is a very important matter for all business as it is used to see if the business shows potential growth for the periods ahead.
I would also like to suggest that one should be able to track many different items within Xero on the dashboard. Items my include, top selling items, top customers, debtors days to pay etc. The info is already within Xero so it will not be difficult to populate them as dashboard items.Johann Soekoe
supported this idea
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@ Tony Tay
@ support@xero.com
As I have it, and I picked this up on another Xero "problem" forum is that Xero is built on a very outdated "backbone" so to speak.
Any changes with Xero concerning direct application changes (not visual) to the application itself is very costly and they might not have the knowledge on how to implement it. That is why at every quarterly Xero update session, most if not all of the updates will be visual aspects e.g. how a report looks like, how many columns you can add etc. Basically taking info of forefront and present it in a different way.
If this issue of multiple contact addresses is so critical to your organisation or your clients', you have 2 options.
1 - contact Xero support directly or 1.1 take it up with your national representative and if not anything is done
2 - advise your clients to break away from Xero.
These 2 options is what I implemented option 2 always sufficed.
@xero
Why do we need to talk about and wait 10 years before our voices are heard?