Settings and activity
60 results found
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524 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Jessica Salmon
supported this idea
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1,088 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…
Jessica Salmon
supported this idea
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54 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
Jessica Salmon
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58 votesJessica Salmon
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4 votes
An error occurred while saving the comment Jessica Salmon
supported this idea
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11 votes
We appreciate you sharing improvements you feel would be most valuable within the Task widget of the new homepage experience.
Our product team are carefully considering all feedback we're receiving on this and I'll be sure to share if there are any plans made with you here.
Jessica Salmon
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10 votes
Thanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
Jessica Salmon
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427 votes
Hey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
Jessica Salmon
supported this idea
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584 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Jessica Salmon
supported this idea
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764 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
Jessica Salmon
supported this idea
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14 votes
Thanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jessica Salmon
supported this idea
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49 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jessica Salmon
supported this idea
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31 votes
Thanks for sharing your idea, and letting us know the changes you would like to see to the headers and footers of your reports. We've reviewed your idea and now it's up to the community to get behind and support it.
Please note Xero operates on a continuous delivery model, which means we're constantly updating and improving our software. Unlike traditional software Xero doesn't have version numbers or release dates so we are unable to provide this information.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jessica Salmon
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59 votesJessica Salmon
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37 votes
Hi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
Jessica Salmon
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17 votes
Hi YiLing thanks for sharing this idea. Currently Xero allows the ability to use draft returns and the "Estimate" tab for basic scenario testing. For complex scenarios, it is recommended to use ATO calculators and compare results manually. We will move this idea to Gaining support and monitor for more traction from users.
Jessica Salmon
supported this idea
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154 votes
Hi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
Jessica Salmon
supported this idea
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63 votes
An error occurred while saving the comment Jessica Salmon
commented
The golbal Xero search bar doesn't seem to find files when searching for terms included in filenames, which makes the ablility to search and filter from the list of files even more crucial. It's lack prevents users from making use of the file library's full potential.
With integrations like Hubdock that can bring in hundreds of files, it's inevitable files will get buried in the "All Archived" list.Filter functionality should be included with search, so the user can narrow down results e.g exclude files attached to Bills
Jessica Salmon
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5 votes
Thanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
An error occurred while saving the comment Jessica Salmon
commented
The golbal Xero search bar doesn't seem to find files when searching for terms included in filenames, which makes the ablility to search and filter from the list of files even more crucial. It's lack prevents users from making use of the file library's full potential.
With integrations like Hubdock that can bring in hundreds of files, it's inevitable files will get buried in the "All Archived" list.Jessica Salmon
supported this idea
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110 votes
Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
Jessica Salmon
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"I want this same feature but to show (filter) documents that haven't been coded and pushed through to Xero. If you set it so the goodle archive bit happens automatically, then the document s are all ticked and look like they are all processed but they haven't."
We've been struggling with this since our client set up Google Drive autosync and it's been a disaster ever since. With the volume of bills they have (an unknown portion of which are archiving before we get a chance to review & publish to Xero) we have to consider asking the client to find another way to back up their docs to Google Drive.
There's no exportable audit trail details, so no downloading the CSV to find which uploaded documents have been synced to Google Drive, but not published to Xero.
Filters would help us with this problem, they would be a valuable productivity tool and provide a reasonable means to deal with these problems, where currently there aren't any.
Xero also needs to address the issue that this is happening in the first place, the user should be able to prevent auto-archiving for all suppliers until reveiwed, org-wide. Hubdoc should not archive any doc itself unless it has published/synced successfully to all integrated systems linked to the org.