Settings and activity
73 results found
-
6 votes
Sarah Jacobs
supported this idea
·
-
147 votesSarah Jacobs
supported this idea
·
-
293 votesSarah Jacobs
supported this idea
·
-
189 votes
An error occurred while saving the comment An error occurred while saving the comment Sarah Jacobs
commented
And the ability to import/export repeating invoices too.
At the moment I have to recreate a spreadsheet with the 107 repeating invoices we have!!An error occurred while saving the comment Sarah Jacobs
commented
At the very least I need to be able to view the repeating invoices list screen without the reference field being truncated. This is especially annoying as the 'next invoice date' field width is the same width as the reference field width - which is a poor design as any date field only needs to be 11 characters wide.
If I can't have a report, then I would expect to be able to export the repeating invoices with all fields included in the export
An error occurred while saving the comment Sarah Jacobs
commented
Thanks Nick, beanbox looks good. I agree, having to use a third party appfor basic functionality not available in Xero is very silly.
I manually populate my spreadsheet, then import it into monday.com so I can report forecast recurring revenue using their executive dashboardAn error occurred while saving the comment Sarah Jacobs
commented
Very important as I have over 50 repeating invoices and have to manually populate a spreadsheet with their details
Sarah Jacobs
supported this idea
·
-
39 votesSarah Jacobs
supported this idea
·
-
472 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
An error occurred while saving the comment Sarah Jacobs
commented
Yes, all set-up screens should have import/export functionality
Sarah Jacobs
supported this idea
·
-
68 votes
An error occurred while saving the comment Sarah Jacobs
commented
When I send a remittance advice using the new bills screen, Xero notes it as a receipt email - this is the wrong terminology and needs to be changed to 'remittance advice'
An error occurred while saving the comment Sarah Jacobs
commented
Why is the supplier name in bold, but the reference isn't? They are both hyperlinks. This is inconsistent and not user friendly. I would prefer the supplier name not to be bold as it feels like Xero is shouting at me
Sarah Jacobs
shared this idea
·
-
606 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Sarah Jacobs
commented
agreed. you don't necessarily want to allocate a credit note to a bill, but just want to reconcile it against the payment
Sarah Jacobs
supported this idea
·
-
102 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Sarah Jacobs
commented
agreed - you should be able to copy a bill to a credit note
Sarah Jacobs
supported this idea
·
-
3 votes
An error occurred while saving the comment Sarah Jacobs
commented
Agreed! Whilst it’s great that Xero is advising us of changes in advance, but the pop ups are very annoying as it takes up more of the screen so there’s less room for transactions, plus the pop up keeps re appearing when I return to that page.
Why can't I close the pop up forever?
Why aren’t you using the notifications for this?Sarah Jacobs
supported this idea
·
-
161 votes
An error occurred while saving the comment Sarah Jacobs
commented
I always adjust any invoices I void to a zero balance with an explanation in the description and add 'voided' to the reference to avoid this problem, in case I have not excluded voided invoices when I run a report.
However, I would prefer that voided invoices are not deleted entirely as there should be included on audit reports -
115 votesSarah Jacobs
supported this idea
·
-
104 votesSarah Jacobs
supported this idea
·
-
597 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Sarah Jacobs
supported this idea
·
-
825 votesSarah Jacobs
supported this idea
·
An error occurred while saving the comment Sarah Jacobs
commented
Agreed
-
176 votesSarah Jacobs
supported this idea
·
-
13 votesSarah Jacobs
supported this idea
·
-
218 votes
An error occurred while saving the comment Sarah Jacobs
commented
I agree with Edelnet: I also highlight the invoice summaries on the screen, and copy and paste them into a spreadsheet. A rather laborious process. Plus the reference field is truncated, so doesn't give me all the info I require in my spreadsheet.
Sarah Jacobs
supported this idea
·
-
10 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
An error occurred while saving the comment Sarah Jacobs
commented
I generally merge these small value suppliers or use a generic contact name ie 'BP Petrol' regardless of which servo the petrol was purchased at
-
57 votes
Hi everyone, thanks for voting and sharing your feedback here.
From the Contacts page you can already click the quick link to the official ABN lookup page to verify a number yourself. Our product team have reviewed the commentary here and appreciate that the ability to do this from within Xero would enhance the process, however at this stage there are no firm plans or timelines surrounding this. As always we'll be sure to return here if there's more news to share 📢
Sarah Jacobs
supported this idea
·
Don't get me started on repeating invoices. I set up repeating invoices with different amounts for up to 10 years in advance.
1. There needs to be a copy repeating invoice function, so I don't have to recreate each one.
2. When I do set them up in year order (ie 2023, 2024, 2025), Xero always reorders them on the screen to a random order (ie 2024, 2023, 2025) and tell me I can just use the search/sort functionality myself.
The very least Xero can do is default the order of repeating invoices to the same client in the order they were created.