Settings and activity
37 results found
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68 votes
Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team.
I’ll keep you updated on any progress around this idea specifically.
An error occurred while saving the comment An error occurred while saving the comment 
Jenny Draper
commented
arghhhhhhhhhhhhhh XERO, WHY IS YET ANOITHER FUNCTION BROKEN???
I select a few items from the FILES area and select create new Sales Invoice - AND NO FILES ARE ATTACHED. GEEZ!!!!!!!!! I NEED TO SEE THESE TO CREAT THE INVOICE!!!!!!!!!!!!!!!!
Jenny Draper
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8 votesJenny Draper
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11 votes
Hi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
An error occurred while saving the comment Jenny Draper
commented
WHY IN THE BLASTED HECK DOES EVERYTHING HAVE SO MUCH WHITE SPACE NOW??
Despite our continuous comments, complains and sheer despair over the amount of added white space in the screens, and the HUGE, USELSS WHITE SPACE in the screens new "Features" seem t be getting worse and having more big fat stupif white space everywhere.I AM GOING INSNAER., JUST TO ADD A NEW CODE WE NOW NEE DTO MOVE AND SCROLL THE CREEN.
AAAARRRRRRRRHGGGGGGGGGGGGGGHHHHHHHHHHHHHXERO!!!!!!!!!!!!!!!!!!!!!!
SERIOUSLY??????????????????????????? STOP!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Jenny Draper
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An error occurred while saving the comment Jenny Draper
commented
Can we PLEASE PLEASE loose the irritating vacant white space on timesheets.
They are so spread-out, with unnecessary gaps so that the page needs to be rolled left & right and up & down just to process ONE timesheet.
Why is Xero being "dumbed down so much??? It is beyond frustrating
Edited by Community manager to remove sensitive language
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89 votes
An error occurred while saving the comment Jenny Draper
commented
@Steve-Jansen. 100% the Quickbooks Suite. Their software and Practice Management is brilliant. they have improved 1000 fold over the years and they are extremely good. I'm in the process of transferring my business over ready for all clients at EOFY to move
Jenny Draper
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17 votes
Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.
As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.
The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.
An error occurred while saving the comment Jenny Draper
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Kelly, you do NOT "appreciate your feedback "
{insert image of huge big middle finger here} -
449 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Jenny Draper
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AAAAAAAAAAAAAAAAAAAAAAAARRRRRRRRRRRRRRRRRRRRRRRRGGGGGGGGGGGGGGGGGGGGGGGHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHH. XERO - please fix this ****** **** invoicing -
it has ssssssssooooooooooooooooooooooooo much white space !!!!!!!!!!!!!!!!!!!!!. it is utter ****
An error occurred while saving the comment Jenny Draper
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Hi Accountants & Bookkeepers, I am done with Xero's rude ignorance & am moving to Quickbooks. There is a Roadshow THIS MONTH (Register link: https://quickbooks.intuit.com/au/quickbooksroadshowevents/)
Would love to catch up with everyone else moving over !! (I'll be at Mascot & will wear the attached badge for ease of Identification)
X
An error occurred while saving the comment Jenny Draper
commented
Hi Accountants & Bookkeepers, I am done with Xero's rude ignorance & am moving to Quickbooks. There is a Roadshow THIS MONTH (Register link: https://quickbooks.intuit.com/au/quickbooksroadshowevents/)
Would love to catch up with everyone else moving over !! (I'll be at Mascot & will wear the attached badge for ease of Identification)
X
Jenny Draper
supported this idea
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62 votes
Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
An error occurred while saving the comment Jenny Draper
commented
Kelly - What the ****?????????????????????? we are NOT applying to a previous period!!!!!!!!!! The cr note was CREATED in that period, BUT the pick up of the Credit occurs IN THE CUREECT PERIOD.
Sorry but, heck - that is soooooooooooooooooooooo basic!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
An error occurred while saving the comment Jenny Draper
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CRITICAL!!!!!!!!!!!
An error occurred while saving the comment Jenny Draper
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XERO!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Come on!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
This is how accounts works...
1) A client pays money in advance, and it creates a CREDIT NOTE.
2) The accounts for the month/quarter are reconciled, reported on for BAS
3) The accounts are LOCKED.
4) The CREDIT is THEN required to be applied to a bill.
5) XERO HAS FOR SOME MORONIC REASON NOT ALLOWED THIOS TO BE APPLIED!!!!!!!!!!
>>> The credit DID NOT get applied in HISTORY
>>> The credit is applied TODAY, and the Accounts Payable Balance needs to change TODAY. **********THE GST Reported did not change LAST MONTH. It is applied TODAY.Crickey - what the **** are you thinking - this is Accounting 101 - so simple!!!
> NO - I WILL NOT CHANGE MY CASH ACCOUNTING ACCOUNTS TO SUIT YOUR INCAPACITY TO UNDRESTAND
>NO - I will not create some extra BS accounting way to apply this. The accounts need to be applied on the DAY. How can this even be a thing?????? What can you not fix this yet!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
ARGHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHAn error occurred while saving the comment Jenny Draper
commented
How in this day and age do we still not have a SMOOTH WAY TO ALLOCATE A CREDIT TO AN INVOICE WHICH WAS ISSUED IN A LOCKED PERIOD????
Surely it would be possible to allocate a credit, and SELECT THE DATE that a credit is applied to the Invoice with out having to allocate to a clearing account, which is just archaic.
Please can we have this added to the system ( before any more 'cosmetic changes')
Jenny Draper
supported this idea
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32 votes
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
An error occurred while saving the comment Jenny Draper
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Yes, this wourl be great for large saccounts and we are balancing many accounts, and reconciling / finalising each one, and being able to LOCK them.
Kelly - Sorry, but what the heck!!! ARCHIVING is a ridiculous idea!!!!!!!!!!!
Jenny Draper
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3 votes
An error occurred while saving the comment Jenny Draper
commented
Hi,
I have AGAIN had a client who has none a payroll & changed the reported IAS figures. Can we please have a separate LOCK DATE for payroll & super please please.
Does anyone else have this issue??Jenny Draper
shared this idea
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An error occurred while saving the comment Jenny Draper
commented
Can we PLEASE have a separate Lock Date for Payroll. I have had many incidents where I have prepared an Activity Statement ( PAYG), and the client reverts a pay run to draft, makes a change AFTER THE ENDOF MONTH AND IAS CREATION, and then we have to re-calculate and re-submit IAS for signature.
The lock date is unable to be added as the ACCOUNTS are still being reconciled, but the payroll is complete.
This will also be extremely helpful at EOFY.
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749 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.
An error occurred while saving the comment Jenny Draper
commented
AAAAAAAAAAARRRRRRRRRRRRRRRRRRRRGGGGGGGGGGGGGGGGGGGGGG XEROOOOOOOOOOOOOOOOOOOOO
LISTEN!!!!!!!!!!!!!!!!!!!!!!An error occurred while saving the comment Jenny Draper
commented
Laurette, I'm with you - I WANT the option to amend invoices AFTER they have been approved. It's the ONLY feature in new invoicing that works
Jenny Draper
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435 votes
An error occurred while saving the comment Jenny Draper
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It is a fundamental requirement for these employees to keep timekeeping records (Timesheets) and under relevant Commonwealth workplace laws it's an employers requirement to "make and keep accurate and complete records for all of their employees".
So when these salaried employees submit a timesheet & it is 'approved' the hours transfer to the pay run for the period, BUT they are not being paid for the hours worked, they are being paid salary so are paid their set salary/52 weeks.
When will Xero FIX this issue and become ATO COMPLIANT?
Jenny Draper
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2 votesJenny Draper
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3 votes
An error occurred while saving the comment Jenny Draper
commented
100%
The amount of wasted white space, form spacing, and gaps is INSANE!!!!!!!!!!!!!!!!
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6 votes
An error occurred while saving the comment Jenny Draper
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Yes, the amount of wasted open space in reports, desktop, workspace is unbelievably frustrating
Jenny Draper
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1,261 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Jenny Draper
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277 votesJenny Draper
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56 votesJenny Draper
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An error occurred while saving the comment Jenny Draper
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It is a a fundamental requirement for these employees to keep timekeeping records (Timesheets) and under relevant Commonwealth workplace laws it's an employers requirement to "make and keep accurate and complete records for all of their employees".
So when these salaried employees submit a timesheet & it is 'approved' the hours transfer to the pay run for the period, BUT they are not being paid for the hours worked, they are being paid salary so are paid their set salary/52 weeks.
When will Xero FIX this issue and become ATO COMPLIANT?
**NOTE: I sent a query on This & the reply from the 'specialist' was...
>> "If xxxxxxxxxx are on an annual salary, meaning you don't want their timesheet information pulling through to each pay run, we would suggest using timesheets outside of Xero to report the hours worked. Approved timesheets in Xero Payroll will always override the employee's Pay Template.Alternatively, the rate can be amended in the employee's payslip once the timesheet information has pulled through, to reflect the annual salary.
There is the option to leave the timesheets unapproved in Xero, as only approved timesheets flow through to the pay run, however we would not recommend this as unapproved timesheets can cause issues. For example, it's not possible to change the pay calendar assigned to an employee while they have unapproved timesheets, meaning if you ever needed to change these employees pay calendars all unapproved timesheets would first need to be deleted.
And mysteriously I was unable to add to the "Discussion Thread" my disgust at this issue
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72 votesJenny Draper
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94 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
An error occurred while saving the comment Jenny Draper
commented
Hi Accountants & Bookkeepers, I am done with Xero's rude ignorance & am moving to Quickbooks. There is a Roadshow THIS MONTH (Register link: https://quickbooks.intuit.com/au/quickbooksroadshowevents/)
Would love to catch up with everyone else moving over !! (I'll be at Mascot & will wear the attached badge for ease of Identification)
X
An error occurred while saving the comment Jenny Draper
commented
Hi Accountants & Bookkeepers, I am done with Xero's rude ignorance & am moving to Quickbooks. There is a Roadshow THIS MONTH (Register link: https://quickbooks.intuit.com/au/quickbooksroadshowevents/)
Would love to catch up with everyone else moving over !! (I'll be at Mascot & will wear the attached badge for ease of Identification)
An error occurred while saving the comment Jenny Draper
commented
"NOT PLANNED!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
SERIOUSLY XERO - HOW DISGUSTING.
An error occurred while saving the comment Jenny Draper
commented
I agree!!!!!!!!!!!!!!!!!!!!!!!!
Jenny Draper
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83 votesJenny Draper
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1) I go to the FILES area
2) I view an item and select the three vertical dots to choose an action
3) I select "Add to new Sales Invoice"
4) A new (useless new style) Invoice opens....
5) ***WHERE IS MY FILE ATTACHMENT?????????? NOT THERE
**** I LOOK AT THE FILES AND IT STUPIDLY NOTES "Add a contact and save before attaching a file".
**** BUT THE SCREEN HAS CLOSED. THE FILES AREA STUPIDLY CAN NOT OPEN IN A NEW SCREEN, AND I CAN NOT SEE THE ITEM I NEED TO REFER TO!!!!!!!!!!!!!!!!!
*** I NEED THE FILE TO KNOW WHO THE HECK TO MAKE THE INVOICE OUT TO
SERIOUSLY AGAIN XERO?????????????????????????