Settings and activity
13 results found
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428 votes
Sara Martin
supported this idea
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511 votes
Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.
Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.
I want to assure you we'll keep reviewing this idea, and will share as soon as there's…
Sara Martin
supported this idea
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725 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Sara Martin
supported this idea
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715 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Sara Martin
supported this idea
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763 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.
Sara Martin
supported this idea
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831 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Sara Martin
supported this idea
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309 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Sara Martin
supported this idea
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180 votesSara Martin
supported this idea
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1,174 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment An error occurred while saving the comment Sara Martin
commented
Hi All,
We pay our invoices by scheduled payment date as they are generated in another system and transferred in. When they are in query I just change the payment date to Xmas day for instance so they never feature in the payment run until they are sorted and then I revert it back to a sensible date when the query is sorted. This was the invoices have the correct dates and are accounted for but don’t get paid.
No one listens. I started this thread years ago and Xero just change it and restart it multiple times to make it look less popular when the numbers get high.An error occurred while saving the comment Sara Martin
commented
Dear Xero,
why is this still under review....it has had over a 1000 votes on this version (you've split/ merged my previous versions of this request) how many votes does it need before you will actually action it with any speed.
Under review does not pacify anyone, pleaseget on with it.
and while you are at it bin 'new invoicing' it looks awful and i won't use it until i can't notAn error occurred while saving the comment Sara Martin
commented
Hi Debbie,
It was in both, when the comments got to about 300, Xero splt it with some **** and bull excuse as a way to remove the comments and start all over again. both thread have similar numbers of votes again. they are just ignoring it and have no intention of ever implementing this if you ask me
An error occurred while saving the comment Sara Martin
commented
why is this something you have no plans for????????
it's fundamental to be able to stop invoices being automatically paid. i do not understand why this isn't a standard feature and it needs to be implemented asap
why ask our opinions if you are not willing to listen. there are hundreds of comments on the original post asking for this, all saying the same thing but you have no plans for it, are we wasting our time asking?
Sara Martin
supported this idea
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37 votes
An error occurred while saving the comment Sara Martin
commented
Our invoices transfer in from our back office system and I have to run a report everday to pull out all the ones with the round ing additions so I can remove them. this is the biggest wate of time ever. please allow me to stop this from happening.
sales invoices have been sent to cusotmers from the creating system but then xero has them at different values so payments don't match if i don't remove the rounding. Purchase invoices are the same, my payments then don't match my suppliers systems because xero has changed the amounts....this must be stoppedSara Martin
supported this idea
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487 votes
An error occurred while saving the comment Sara Martin
commented
as far as putting bills in query so they don't get paid in error this is vital. i agree with everyone else that tarting up the way it looks is irrelevant and a complete waste of time when critical functionality is missing.
you keep splitting these threads and then putting them back together again....is this a way of dividing the votes so you don't have to deal with the fact that everyone wants this.......
why are there still no plans to fix this when so many have issue with it. please answer as to how many votes it needs to be considered or are we actually wasting our time on this?An error occurred while saving the comment Sara Martin
commented
absolutely critical for me, this is a basic function for any purchase ledger. i don't understand why this isn't an option
Sara Martin
supported this idea
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618 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Sara Martin
supported this idea
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405 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Sara Martin
supported this idea
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so i asked JAX how do i put a bill in query, and got back ...
Could you please clarify what you mean by "put a bill in query"? Are you looking to dispute a bill, record a bill, or something else?
i responded with...query a bill and stop it being paid.... and got back ....
I can't complete the task as it's beyond my current capabilities. For more
details, visit About Just Ask Xero.
it would seem it will always remain beyond Xero's capabilities as they just don't want to address this no matter how many complaints they get