Settings and activity
10 results found
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63 votes
Hello everyone, thanks for your engagement and feedback regarding using labels in Xero Expenses.
We are currently reviewing all of our product ideas as part of a wider project to streamline the status of our community support on Xero Product Ideas and wanted to provide you with an update about this idea.
After reviewing this idea and our product roadmap, this feature isn't currently on our immediate plans as our development teams are focused on other core improvements across the Xero platform.
The status has now been updated to Not In Pipeline. Our product team will continue to monitor this idea and we’ll let you know if anything changes.
An error occurred while saving the comment An error occurred while saving the comment 
Donna Humphreys
commented
I'm confused why they even added the label function if there is no point to it at all. Why add a tracking/ reporting feature if you can't actually report on it?
Donna Humphreys
supported this idea
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1,087 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Donna Humphreys
supported this idea
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24 votes
An error occurred while saving the comment Donna Humphreys
commented
And add a lot more people. I have customers that have several branches and it's hard to remember which branch belongs to which company. I have to manually check every time I need to invoice for a branch, which company it should go to. Even a tag option would help, adding several searchable tags to a contact??
Donna Humphreys
supported this idea
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79 votes
An error occurred while saving the comment Donna Humphreys
commented
Ability to have a seperate sequence for draft invoices, or to create without invoice number. We often have drafts for weeks, so when they're approved and sent, the sequencing is off. In Spain this is illegal to do and is causing a lot of issues.
Donna Humphreys
supported this idea
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692 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
Donna Humphreys
supported this idea
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An error occurred while saving the comment Donna Humphreys
commented
Not only to be sent, but I would like to prepare future one time sales invoices without the invoice number being created until the actual day. We're using Xero in Spain, and it's illegal to skip and invoice number like this, as it looks like we're backdated other invoices
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249 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Donna Humphreys
supported this idea
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505 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Donna Humphreys
supported this idea
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263 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
An error occurred while saving the comment Donna Humphreys
commented
I can't believe this doesn't exist yet. There's no way to see the detail of the repeating invoices. We for example have customers with several sites and they're invoiced a yearly fee. It's impossible to see if all the sites have been accounted for without going into the repeat invoice and checking the description. I don't really want to use yet another software and pay for that too
Donna Humphreys
supported this idea
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22 votesDonna Humphreys
supported this idea
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253 votes
Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
Donna Humphreys
supported this idea
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I don't think i'm alone with this, but you say you have no plans for adding these filters, so what is the point of having the labels? It's insane that an accounting software that isn't particularly cheap, can't handle filtering expenses by a label. Our expenses aren't invoiced to our customers, but we do need to keep track of what it costs us to attend to jobs to make sure our prices are up to date in our quotes. If we assign them to the customers or to projects, they just sit there on the account, so that's not a solution.