Settings and activity
44 results found
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413 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
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Kathy Skinner
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231 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Kathy Skinner
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6 votes
Hi team, this is unexpected behaviour and something we'd need to take a closer look into. If not already I'd recommend raising a case with our team at Xero Support where our specialists can get more detail and access to your org to investigate.
While we'll move the idea here to Not planned this is something we'd like to help you with so please do come into our Xero Support team, who can escalate if required.
Kathy Skinner
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22 votesKathy Skinner
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1,006 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Kathy Skinner
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An error occurred while saving the comment Kathy Skinner
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Should be one of the automated features, Instabooks has this as part of their accounting package.
"Charge late fees
Add due dates and payment terms to your invoices. Automatically charge late fees for overdue invoices to motivate customers to pay your invoices on time. This practice will guarantee your positive cash flow and profit margin. -
77 votesKathy Skinner
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84 votesKathy Skinner
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68 votesKathy Skinner
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96 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
An error occurred while saving the comment Kathy Skinner
commented
@Kelly M
Condescending and patronising to say the least in your answer - go ahead with something that doesn't work properly and ignore your clients comments - any other business would loose their customers if they were treated the way you are treating yours. No doubt a lot will look elsewhere and move away since you seem to ignore most suggestions as well. Classic should have been upgraded instead of some whole new way that's tiring and horrible to use. Seems that what you do with most of these. Like it's back at the beginning when Xero first came out.TURNING OFF THE VOTING HOW CHILDISH - JUST BECAUSE YOU DON'T LIKE THE RESPONSES YOU'RE GETTING - LIKE A CHILD THROWING IT'S TOYS OUT OF THE COT BECAUSE IT CAN'T GET IT'S OWN WAY.
An error occurred while saving the comment Kathy Skinner
commented
Google Search - How many accounting firms use Xero?
200,000+
Join 200,000+ accountants and bookkeepers using Xero in their practice.Maybe we need all 200,000 plus to support this and vote to reject the changes then maybe Xero will listen.
Kathy Skinner
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162 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
Kathy Skinner
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335 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Kathy Skinner
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73 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Kathy Skinner
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107 votes
Hi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
Kathy Skinner
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18 votesKathy Skinner
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120 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Kathy Skinner
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34 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
Kathy Skinner
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599 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Kathy Skinner
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23 votesKathy Skinner
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7 votesKathy Skinner
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34 votesKathy Skinner
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I tried the new invoicing out for one client where I have groups set up which are set up under membership tiers. Old invoicing allowed me to create one draft invoice for a particular tier and then click create invoices for everyone that was in that group and then be able to approve from there. I switched to new invoicing after selecting the tier I wanted to generate the draft invoice for and all I got was "I needed to enter a contact name" it wouldn't accept the tier group to then generate the invoices for everyone. When you have over 130 invoices to generate across multiple tiers I don't want to have to do them all individually or do copy and paste for 30+ in some cases. Under the old version I can make sure I'm not missing any being invoiced as well for a particular tier.
This option should be included in new invoicing as well but it appears it's just another thing they haven't taken into account.