Settings and activity
16 results found
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250 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Christine Ashton
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543 votes
An error occurred while saving the comment Christine Ashton
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143 votesChristine Ashton
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44 votes
An error occurred while saving the comment Christine Ashton
commented
Really need this to ensure compliance with annual review of hours worked versus compensation for employees on a salary.
Christine Ashton
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3 votesChristine Ashton
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104 votes
An error occurred while saving the comment Christine Ashton
commented
The number of times the user pushing receipts across from Hubdoc to Xero gets the credit card wrong has to be seen to be believed. Would love to be able to correct this as an edit!!!!
Christine Ashton
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240 votesChristine Ashton
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122 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
An error occurred while saving the comment Christine Ashton
commented
Want to be able to forecast cash flow based on customers' historical payment patterns rather than due date of invoices.
Christine Ashton
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5 votesChristine Ashton
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144 votesChristine Ashton
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23 votes
An error occurred while saving the comment Christine Ashton
commented
We send all of our customer invoices as Repeating Invoices to access the Auto Pay feature so saving as a draft first, to then go into each invoice individually for a second time to attach the supporting documentation, is not an option. It is so unprofessional, not to mention time consuming and inefficient, to have to send another copy of the invoice (after it has been paid) to say “oh, by the way, here is the evidence for the charges we collected earlier today”.
Christine Ashton
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16 votes
An error occurred while saving the comment Christine Ashton
commented
Absolutely agree with this. I need to be able to see the entire Reference for each invoice to be able to differentiate between them.
Christine Ashton
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35 votes
An error occurred while saving the comment Christine Ashton
commented
Constantly having to hold over Repeating Invoices as Drafts instead of sending immediately for Stripe Payment as have to apply any applicable credits before sending - lose at least one day before getting paid.
Christine Ashton
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500 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Christine Ashton
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46 votesChristine Ashton
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5 votesChristine Ashton
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Records become so inaccurate when you have to allocate credit notes to invoices/bills to which they do not relate. Not to mention the time wasted having to do this step before you can create the batch payment or reconcile a payment from the bank account.