Settings and activity
38 results found
-
429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.An error occurred while saving the comment An error occurred while saving the comment 
Jenny Draper
commented
"TAB( arghhhhhhhhhhhhhhhhhhh) to select a highlighted contact
Jenny Draper
supported this idea
·
An error occurred while saving the comment Jenny Draper
commented
Chris, https://www.infusionsoftware.co.nz/ looks good, But I really like the look of Odoo - https://www.odoo.com/, so I''m looking at transferring to that (it also looks like the good old Xero)
-
26 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
commented
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
supported this idea
·
-
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
·
-
391 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
supported this idea
·
-
332 votes
An error occurred while saving the comment Jenny Draper
commented
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
supported this idea
·
-
2 votesJenny Draper
supported this idea
·
-
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!!!!!!!!!!!!!!!!
-
4 votes
An error occurred while saving the comment Jenny Draper
commented
Yes, the amount of wasted open space in reports, desktop, workspace is unbelievably frustrating
Jenny Draper
supported this idea
·
-
2 votesJenny Draper
shared this idea
·
-
1,030 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
supported this idea
·
-
225 votesJenny Draper
supported this idea
·
-
48 votesJenny Draper
supported this idea
·
An error occurred while saving the comment Jenny Draper
commented
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
-
234 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Jenny Draper
supported this idea
·
-
156 votesJenny Draper
supported this idea
·
-
45 votesJenny Draper
supported this idea
·
-
77 votesJenny Draper
supported this idea
·
-
301 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Jenny Draper
supported this idea
·
-
488 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Jenny Draper
supported this idea
·
-
58 votesJenny Draper
supported this idea
·
-
113 votesJenny Draper
supported this idea
·
Paul Kampe, you're 100% correct!