Settings and activity
4 results found
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226 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
An error occurred while saving the comment An error occurred while saving the comment 
Jacqui Sanwell
commented
I'm at a loss to understand the thought process behind rolling out something that takes away functionality that we had before
Jacqui Sanwell
supported this idea
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66 votes
An error occurred while saving the comment Jacqui Sanwell
commented
The changes that are carried out are mind boggling - why do Xero insist in removing important features
Jacqui Sanwell
supported this idea
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926 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…
An error occurred while saving the comment Jacqui Sanwell
commented
Totally agree with Andrew Finnie. It's an organisation that has become arrogant towards its client base
Jacqui Sanwell
supported this idea
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400 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Jacqui Sanwell
supported this idea
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An error occurred while saving the comment Jacqui Sanwell
commented
I'm honestly fed up of asking for this and being ignored by Xero - can you get it sorted please?
I too am returning to the old invoicing until they sort out the new invoicing - although I won't hold my breath. There's no thought to what they roll out any more, it's all design over function. Much of what they do now does not follow common sense or even legal requirements (such as putting an invoice into dispute).