Settings and activity
16 results found
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391 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.
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Claire Barning
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239 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Claire Barning
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1,019 votes
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…
Claire Barning
supported this idea
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234 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.
Claire Barning
supported this idea
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429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.An error occurred while saving the comment Claire Barning
commented
Hi Kelly - in the original invoicing system, we could tab through easily, selecting customers, date, etc = now we need to use our mouse all the time to select options (customer, date etc), and if you do tab from one of these, it starts back at the top of the internet browser. Please fix this also.
Claire Barning
supported this idea
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556 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 Claire Barning
commented
Hi Kelly, can you please also add to the scope of this - the ability to select credit notes when setting up a creditors payment. So that way the remittance actually matches the payment, instead of having to allocate all credit notes against invoices (whether they are relevant or not).
An error occurred while saving the comment Claire Barning
commented
Thanks Valerie Hague, hopefully they have actually listened to you, as so many of us have asked for this for YEARS and been fobbed off constantly.
I hope they are looking to set up credit notes to be allocated against both creditor and debtor payments (depending on whether the credit note has originated from ourselves or our suppliers).
I've lost count of how many times they have added a comment, saying it's not on their current list of things to do, and then they close the thread.
An error occurred while saving the comment Claire Barning
commented
Hi Xero, I've been asking for this to be done since we joined Xero in 2012. Will this ever be done??? The number of times that we get an email from Xero, saying it is not a priority at the moment and then they close this item, but never do anything.
PLEASE, PLEASE, PLEASE - sort this out.
Claire Barning
supported this idea
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An error occurred while saving the comment Claire Barning
commented
Hi Kelly, thanks for your response - however your customers have been asking for this for many years, I've been with Xero now for 10 years and have been one of many asking for this change. Every time we get the same response that there are no plans for making this change. No doubt this thread will again be deleted an a new one will have to be created as this is a big issue for so many of us!
An error occurred while saving the comment Claire Barning
commented
I have been asking for this for 10 years, since our business moved to Xero. The ability to allocate credit notes against a payment (whether receiving or paying) shouldn't be a huge ask.
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147 votesClaire Barning
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266 votesClaire Barning
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323 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…Claire Barning
supported this idea
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654 votesClaire Barning
supported this idea
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301 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!Claire Barning
supported this idea
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155 votes
An error occurred while saving the comment Claire Barning
commented
Please Xero - change the credit note system so instead of it only being able to allocate against an invoice, the system let us use them against a payment (whether creditors or debtors). 20 years ago the system I used was able to do it and Xero just doesn't and constantly tells us that they are not going to do this at present. COME ON just do it!
Claire Barning
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99 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 Claire Barning
commented
Yes, need this - we have often had instances of supplying a part, sending our customers an invoice which gets paid by their accounts department and then they return the part as it was no longer required, so instead of being able to select the original invoice and create a credit note, which will then be taken up against the next months payment.
If only we could allocate credit notes against payments (in and out) and not just invoices!!!!!!!Claire Barning
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582 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.Claire Barning
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643 votes
Hi everyone, we value your input to this idea and how adding files directly to a fixed asset in Xero would be of use and improve efficiency for our customers.
Noted in my last update - our team are now in the midst of building Fixed Assets with updated technology. We plan to begin releasing this in the latter part of this year.
Our product team have paid close attention to the requests related to Fixed Assets here in community as they develop, and we do have intentions of providing the ability to attach files to assets.
For now, we'll shift to Under review and I'll keep you updated when we're closer to making this available to you all.
Claire Barning
supported this idea
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286 votes
Please add time (to the existing date) to the details to History of sending emails or making changes to the invoice or adding notes etc. These small details are very important.