Settings and activity
4 results found
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83 votes
Hi community, we appreciate your feedback on the way invoice numbers are assigned within the flow of new invoicing and how this differs to classic.
Being open while we don't have plans to replicate the exact same behaviour from classic in new invoicing, this is a point that our product team are monitoring closely and we'll let you know here if there's any change to the behaviour planned.
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Julian Chetham
commented
This is a big problem for us. Yet another step backwards for Xero. Remove functionality while prices keep increasing.
Xero please fix this.
Julian Chetham
supported this idea
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495 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Julian Chetham
supported this idea
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An error occurred while saving the comment Julian Chetham
commented
Xero should keep direct payment links supported to allow streamless payment of bills from Xero.
Batch payment files should be sent directly to the bank from Xero. This allows administrative level employees to load payment batches to the bank, without the need to have bank access. Signatories can then approve batches in the bank.
Downloading and sharing bank batch files opens a huge security risk where bank account details can be amended in an unsecured notepad file.
Please take note Xero and continue to support direct payment links.
Alternatives in the AppStore do not offer the simple service of direct payment links that Xero currently offers. Additionally, these other apps add more complexity to processes and increase business costs.
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56 votes
An error occurred while saving the comment Julian Chetham
commented
It should be possible to add custom reports at the client level into report templates. This would allow several custom reports to be grouped, at client level, to produce management or board reporting packs on a regular basis.
The existing approach is to open and print various reports and group these outside of Xero. Another option is to recreate client level custom reports at advisor level, which is double the work load, potentially difficult given different chart of accounts, and leads room for error if amendments to custom reports happen at client level. Neither of these options are great.
Julian Chetham
supported this idea
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18 votesJulian Chetham
supported this idea
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I fail to understand how this represents Xero being open. This is a major flaw that you are introducing in almost all jurisdictions and environments. Auditors, governments and tax departments relay and recommend sequential invoicing, not to mention the day-to-day reliance on appropriate invoice numbers internally. This should be an absolute minimum requirement from Xero. Please do not remove classic invoicing until you have resolved your issue.