Settings and activity
41 results found
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89 votes
Yazz Bhatti
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102 votes
Hi everyone, we thoroughly appreciate all the feedback we've heard from our customers on their use of the Xero network and the importance this is for helping you move efficiently when using new invoicing. Where possible we highly encourage setting up and using eInvoicing as a solution which is wider reaching than just those businesses on Xero, and has more functionality.
In it's current state you can continue to send invoices using the Xero Network from the Awaiting payments list. That said, we've been listening closely and our product team are now considering development to incorporate sending invoices from Xero to Xero within new invoicing, as well as developing on this feature to enable attachments to be included when sending. We'll shift the idea to Under review for now and I'll share as there is more progression of this to update you on.
Yazz Bhatti
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298 votesYazz Bhatti
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192 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
Yazz Bhatti
supported this idea
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1,077 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Yazz Bhatti
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Yazz Bhatti
commented
I would like to know the threshold Xero has for votes before an idea is accepted as something they are willing to even consider working on.
There are countless things that Xero could do better, instead they're focussed on beautification projects that do nothing but break the consistency of the software.
Can someone from Xero support answer this simple question?
What is the threshold of votes before Xero deems an idea or feature request as something to be considered?
Do we have to badger your CEO Sukhinder Cassidy's office for a response?
Is your CEO even aware that there are glaring holes in basic functionality that your software should have but doesn't and that can't be solved with a third party plugin?
An error occurred while saving the comment Yazz Bhatti
commented
The assumption is that Xero cares what its users want.
For the most part Xero software works, it has a myriad of peculiarities which should have been ironed out and features should be easily added to the system. This also assumes their developers created some modularity in their system in such a manner as to allow these kinds of changes without rewriting whole sections of code. They clearly haven't. This must be why there is often resistance to them making changes.
For example, I recently took one of the Xero support staff on a guided tour of how I have to reconcile payments. I want references on the account sheet - but it won't pull them through. So there is a workaround but it is far from elegant nor is it quick. The advisor then understood that reconciliation can sometimes take half an hour - whereas if the system worked the way it should, it would take maybe 5-10 minutes.
They don't care and until people stop using the software, they won't take notice.
An error occurred while saving the comment Yazz Bhatti
commented
Xero have already stated that they have no plans to develop this at this time. Read that as "Xero will not develop this, ever"
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149 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Yazz Bhatti
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296 votesYazz Bhatti
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
Yazz Bhatti
supported this idea
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273 votesYazz Bhatti
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741 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Yazz Bhatti
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283 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
Yazz Bhatti
supported this idea
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371 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Yazz Bhatti
supported this idea
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603 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Yazz Bhatti
supported this idea
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718 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Yazz Bhatti
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674 votes
Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
An error occurred while saving the comment Yazz Bhatti
commented
The 'developers' are tasked to beautify and redo sections of the app that don't need changing. They're clearly not interested in adding features that their customers want.
I am presently looking for an alternative to Xero, to move away from this horribly limited and poorly supported piece of software.
Yazz Bhatti
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313 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!An error occurred while saving the comment Yazz Bhatti
commented
Xero thinks that batch payment is only for making a 'payment file' to send to a bank.
Whilst this is useful - there should be another option to simply mark something as a batch payment - then each individual invoice or bill needs to have the same reference number applied against it.At the moment, when paying a customer, say 5 invoices, I go in to each invoice, mark as paid and send a remittance for each individual invoice.
The alternative is to 'mark as paid' as a batch - send the remittance, unreconcile it, then go in and mark each individual invoice as paid and then reconcile them together against the bank reconciliation page.
LONG winded - unnecessary and downright useless.
Bank reconciliation needs to be better thought out. Or at least listen to your users.
Yazz Bhatti
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535 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
Yazz Bhatti
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68 votesYazz Bhatti
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163 votesYazz Bhatti
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87 votes
An error occurred while saving the comment Yazz Bhatti
commented
The only way I have gotten round this is to no longer reconcile a payment for multiple invoices or bills and go in manually note that a payment has been received on each bill and then go back to reconcile them one by one. It is a painful process.
Batch reconciliation does not work as intended. It is not fit for purpose and I don't think anyone at Xero cares about this quite fundamental 'feature'...
Just let us change references and/or customer names when doing batch reconciliation - STOP writing 'multiple items' - it is useless.
Yazz Bhatti
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Any suggestions on an alternative accounting software provider instead of Xero? This software is getting 'beautified' without actually sorting out the lack of features.
Definitely time to jump ship.