Settings and activity
11 results found
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416 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
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Debbie Hornsey
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17 votesDebbie Hornsey
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7 votesDebbie Hornsey
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24 votesDebbie Hornsey
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153 votesDebbie Hornsey
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1,071 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…
An error occurred while saving the comment Debbie Hornsey
commented
The Feb24 Xero product update opens talking about the updates to help make you and your business more efficient. Except some of these updates are more about presentation such as a new sticky header and extra columns. Surely a function to calculate and add interest to late invoices would be more worthwhile efficiency for businesses.
Debbie Hornsey
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5 votesDebbie Hornsey
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162 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Debbie Hornsey
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251 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
An error occurred while saving the comment Debbie Hornsey
commented
This needs to be put in place to easily and quickly differentiate the posted versus emailed versus direct debit customers. We currently have a staff member that has to scroll through hundreds of customers each month and click each one in each group so that they get the correct type of statement. Contact groups is a good idea but only if we can make good use of them.
Debbie Hornsey
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59 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Debbie Hornsey
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100 votes
An error occurred while saving the comment Debbie Hornsey
commented
A time function for repeat invoices would be very beneficial. We have quite a few repeat invoices and they seem to send in the middle of the night or small hours of the morning. We're getting complaints from customers about it who receive their emails on their phones and it wakes them up in the night. But they don't want to put their phones on silent in case they miss an emergency call in the night.
Debbie Hornsey
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We have various users from accounts administrator to operations managers and the new home screen will automatically show them extra information they don't necessarily need, as in, the operations managers should ideally have the bills and invoices front and centre and not really each other's credit cards. Also, the profit and loss widget is extremely annoying being there as our management is presented with monthly accrual basis accounts and use a custom P+L that require a large number of journals done so the profit and loss widget is wrong until the journals get done. At the moment, the only way to update so that each person gets the relevant information looks to be that I'll have to request everyone's login details and change the homescreen myself while logged into each person!