Settings and activity
15 results found
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220 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
An error occurred while saving the comment An error occurred while saving the comment 
Louise Bagatelas-Allen
commented
This is SO important - i might need to revert back to Quickbooks as that software does it and i didnt realise sales invoicing would be so hard to do on xero. For a practice that invoices clients contractors costs - but those contractors see my clients books thus process my invoice......there must be something that can be done.
Louise Bagatelas-Allen
supported this idea
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An error occurred while saving the comment Louise Bagatelas-Allen
commented
Please can we have the option to group items on a sales invoice and those items not be visible on the printed / sent invoice. but full detail on our accounts.
If this critical when having contractors working for you and clients accounts and you are billing the client for their time or services.
Look at QuickBooks Group Invoice lines - works perfectly.
You can't breakdown the invoice into items chargeable at your business rate because the contractor will see them (you can on QuickBooks). -
10 votesLouise Bagatelas-Allen
supported this idea
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1,203 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…
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Totally agree with Rachel and Sarah - this needs to change.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
There has been a new Bills layout - but not what is needed!
And the new Bills layout is worse than the old one - massive text, bold text, busy screen - horrible!Louise Bagatelas-Allen
supported this idea
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60 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
An error occurred while saving the comment Louise Bagatelas-Allen
commented
The above comment dated Aug 2022 - isn't what is being asked. Find and Recode does not delete / archive the tracking code list. This would simply move the entry from one to another.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
PLEASE make bulk archive a option on tracking. The process is tiresome
Louise Bagatelas-Allen
supported this idea
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1,037 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…
Louise Bagatelas-Allen
supported this idea
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362 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Louise Bagatelas-Allen
supported this idea
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448 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Louise Bagatelas-Allen
supported this idea
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128 votes
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Please Please add this as a matter of urgency.
Without archiving tracking codes the Compare Tracking Codes P&L report doesn't work if you have over 200 codes alive.
We need to archive hundreds before this report will work - HELP!!!!An error occurred while saving the comment Louise Bagatelas-Allen
commented
Please add this simple feature, it will make things much quicker. I have over 100 to archive. That is three clicks each - 300 clicks to carry out one simple task!!!
An error occurred while saving the comment Louise Bagatelas-Allen
commented
YES please, we too use tracking for jobs/projects - and because the reporting is so poor we have to find away of keeping the tracking numbers down. Archiving one by one is painful!
Louise Bagatelas-Allen
supported this idea
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227 votes
Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.
Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Please add this is critical.
Louise Bagatelas-Allen
supported this idea
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5 votesLouise Bagatelas-Allen
shared this idea
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2 votesLouise Bagatelas-Allen
shared this idea
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1,326 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Louise Bagatelas-Allen
supported this idea
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521 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Having to mark one bill at a time as paid if in foreign currency is BAD. Please let bulk bills be marked as paid if paid in a group from a bank account.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Foreign currency payments, in bulk - the ability to clear more then one bill and mark as paid on 'bill payments' screen - in ALL currencies.
An error occurred while saving the comment Louise Bagatelas-Allen
commented
Please can you add the batch payment option to multi currency bills, at the moment we have to wait for the transaction to show on the bank statement and then clear the bills.
At the Pay Bill screen, it should be ok to chose a number of bills to batch pay and send remit to the supplier no matter what the currency of the bill.Louise Bagatelas-Allen
supported this idea
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74 votes
Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
Louise Bagatelas-Allen
supported this idea
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39 votes
An error occurred while saving the comment Louise Bagatelas-Allen
commented
I feel there needs to be better reporting and project allocation on this software. Most businesses want to track what each project is 'looking like'. There needs to be P&L options per project/ a group of projects/ all projects.
I would say this is urgent, as we can't be the only management team looking at moving all our companies away from Xero because of the lack of project costing/ reporting.
![VitoEnergy Ltd - Cost of Sales Summary[18].xls](https://assets.uvcdn.com/pkg/icons/files/default-sm-0cef6018a827be3ab2ea6d3f2f15c8f8aec45cbb4e04b84be42d172e9a83870b.png){kind=icon}
Can anyone help me with the invoice template that might be the answer to hiding charged line data from my staff. I am having real trouble with xero sales invoicing since moving from QBS!