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  1. 84 votes

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    Stuart Mohamed commented  · 

    Another vote for this 'idea'. The features in 'new invoicing' appear to add to keystrokes/scroll time. Madness!

    I use the copy function, because it does exactly that - it copies the customer name and reference, which in my case is the customer purchase order number. Having to manually populate these fields will add to my workload - thanks Xero

    Stuart Mohamed supported this idea  · 
  2. 47 votes

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    Stuart Mohamed commented  · 

    Another vote here for this idea. It wasn't broke, but Xero fixed it anyway :-(

    Stuart Mohamed supported this idea  · 
  3. 266 votes

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    Stuart Mohamed supported this idea  · 
  4. 24 votes

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    Hi Paul, it sounds like the Aged reports could be useful here. With either the Detail or Summary report you'll be able to set the Ageing periods before running the report - Or is there something else I'm missing here? 

    See an example I created in the demo co. below 📷

    Stuart Mohamed supported this idea  · 
  5. 457 votes

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    Thanks for all the support for this idea, everyone. We can see the value that making this change would make, and right now, we do have a team focused on this space working to upgrade its technology and UI. 

    However, at this time, there are no plans for adding Credit Notes to find & match. 

    As this work continues the team are considering how we build this with flexibility and capabilities to make changes like what’s being asked here possible in the future.

    We appreciate this is really important to you all, and we'll let you know if there are any changes, here.

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    Stuart Mohamed commented  · 

    @Kelly Munro - Morning Kelly, I am confused by your pinned comment of the 1st December 22. On one hand you are saying there is a team focused on this space, but in the following sentence you say there are no plans to add this feature. It doesn't make sense. Even though you say that you can see the value that making this change would make, you don't really say why you have no plans to implement it. Without explaining why, understandably, people draw their own conclusion that Xero, don't really value the feedback.

    If you have had a team focused on this space for the past 10 months, what tangible return has there been for all this time/focus. This comment is not designed to knock Xero, but a little more clarity might stop Xero consumers from jumping to the wrong conclusion.

    Stuart Mohamed supported this idea  · 
  6. 451 votes

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    Stuart Mohamed supported this idea  · 
  7. 359 votes

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    Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

    The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

    Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

    • Void the bill
    • Copy the bill
    • Reattach any files (IF any) from the voided bill to the copy of the bill

    A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…

    Stuart Mohamed supported this idea  · 
  8. 842 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

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    Stuart Mohamed commented  · 

    Hi Neil, this looks like a decent workaround, I might adopt this method. It’s just a shame and frustrating that the consumer has to develop imperfect workarounds when a perfect solution is well within reach.

    And I feel that this particular problem like a few other problems that have a high vote count has dragged on so long now, that even if ( and it’s a big if) Xero addressed the issue with a permanent fix, there would still be a sour taste left in the mouth over it.

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    Stuart Mohamed commented  · 

    I was a Sage dinosaur, and came to Xero because my director had his ‘head turned’.

    At the time Sage was being left behind in their field, but I think they have done a lot of work on their package recently and I wonder if it is worth another look now.

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    Stuart Mohamed commented  · 

    Xero: " We're really interested to know if this is important to you, so please take the time to read this status update, click this link and add your vote/voice"

    Also Xero: "We have got no plans to develop this idea anyway"

    Stuart Mohamed supported this idea  · 
  9. 937 votes

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    Hi everyone

    We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.

    I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.

    The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please

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    Stuart Mohamed commented  · 

    There’s an app? Who knew?
    About 1% of users probably.
    This ‘update’ is not quite useless but it’s as near as *******!

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    Stuart Mohamed commented  · 

    Why have a limit to the number? The answer will be different for different users so an endless number would be the ideal, where the system, just adds more lines as we reach the bottom of the scroll.

    For me personally, I often have to reconcile payments where several hundred invoices are being settled, so the number of scrolls or click forward/backward is so time consuming. One thing that would make my life easier would be the ability to separate the Xero Invoice number and it's corresponding reference number and make each column sortable.

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    Stuart Mohamed commented  · 

    It is not unusual for me to have to process a remittance advice which includes more than 300 lines of invoices/credits. The current set up in Xero is remarkably unfriendly and in my untrained mind wouldn't be that difficult to alter. When using Find and Match, there are only 5 transaction in view making it a constant exercise of scrolling backwards and forwards. Processing one single payment can easily take 45-60 minutes of my time.

    Stuart Mohamed supported this idea  · 
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    Stuart Mohamed commented  · 

    I agree. The whole bank reconciliation screen needs an overhaul. It's rubbish.

  10. 1 vote

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    Stuart Mohamed shared this idea  · 
  11. 5 votes

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    Stuart Mohamed commented  · 

    Yes, totally agree with Jain. This seems like it could be a reasonably uncomplicated change that would save me heaps of time. I have one or two customers who pay 300+ invoices at a time and I am forever scrolling.

    Stuart Mohamed supported this idea  · 
  12. 388 votes

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    We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

    It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

    But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

    For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

    We'll continue to track…

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    Stuart Mohamed commented  · 

    For whatever this is worth, I am going to add my voice to this idea. I can see lot's of frustrated comments in the comments section.

    At the moment I am using Hubdoc for 95% of my supplier invoices and I am sending them straight to 'Awaiting Approval'. This allows me to use the 'drafts' section to place all my supplier invoices in query. Not ideal but it's a workaround that works for me for now.

    Stuart Mohamed supported this idea  · 
  13. 142 votes

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    Stuart Mohamed supported this idea  · 
  14. 206 votes

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    Stuart Mohamed supported this idea  · 
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    Stuart Mohamed commented  · 

    Apologies if this has been requested elsewhere - please merge with any similar suggestions.

    I would like to see an 'allocate in full' button when allocating credit notes against invoices in the credit allocation screen. At the moment, there is only an 'Amount to credit' box which has to be manually input. From a personal POV, this can be time consuming because I sometimes have to allocate a single credit note against multiple invoices. The current situation is also 'unfriendly' because the balance left to credit is often at the foot of a very long list of invoices and so I have to keep scrolling to the bottom of the screen to see what's left to allocate.