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  1. 704 votes

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    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!

    Paul McCormack supported this idea  · 
  2. 302 votes

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    Paul McCormack supported this idea  · 
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    Paul McCormack commented  · 

    In addition, can we capture within the contact company details if a particular attachment is required with each invoice and if not attached, xero will validate this requirement and present a warning message? eg:

    Contact: ABC Company Ltd is setup to send an attachment for each Invoice
    Create invoice
    Attempt to save invoice
    Xero presents warning; 'Please attach xxxxxxx to your invoice'.
    proceed with adding attachment and ability to skip warning and save/send without attachment.

    apologies if this has already been suggested.

  3. 83 votes

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    Paul McCormack supported this idea  · 
  4. 618 votes

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    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

    Paul McCormack supported this idea  · 
  5. 642 votes

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    Paul McCormack supported this idea  · 
  6. 407 votes

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    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…

    Paul McCormack supported this idea  · 
  7. 437 votes

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    Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.

    Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.

    We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.

    Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.

    Paul McCormack supported this idea  · 
  8. 822 votes

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    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…

    Paul McCormack supported this idea  · 
  9. 749 votes

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    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. 

    Paul McCormack supported this idea  · 
  10. 498 votes

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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

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    Paul McCormack commented  · 

    Why change it if it wasn't broken? Clearly many of us were using inventory items to populate line items - without the need to enter quantity etc. This is how it's been done since we started using xero many years ago. You cannot change the functionality and not provide an alternative. Very dissapointed that you arent' listening to the feedback.

    Paul McCormack supported this idea  · 
  11. 450 votes

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    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.

    Paul McCormack supported this idea  · 
  12. 102 votes

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    Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach. 

    As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice. 

    At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future. 

    Paul McCormack supported this idea  · 
  13. 588 votes

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    Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.

    We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.

    That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks

    Paul McCormack supported this idea  · 
  14. 333 votes

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    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!

    Paul McCormack supported this idea  · 
  15. 44 votes

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    Paul McCormack supported this idea  · 
  16. 3 votes

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    Paul McCormack supported this idea  · 
  17. 1,264 votes

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    Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

    We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

    We appreciate your patience as we work through the complexities…

    Paul McCormack supported this idea  · 
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    Paul McCormack commented  · 

    As a sub-contractor for construction companies, we are dealing with various people within that company - accounts, estimators, foremans, owners etc. As an quick fix, we are already capturing if the contact is to be included in emails - can this be expanded to display all contacts for the company in the drop down list when preparing an invoice, quote etc?

    Ideally, long term fix would be when creating a contact for the same company, we have the functionality to select emails to be included on - sales, bills etc. Then when preparing a quote or invoice all of the contacts for that company (filtered by contact email type) would be displayed in the drop down list and the user can select the appropriate contact(s).

    As a workaround - I have to add all contacts to receive emails and then manually delete those that aren't to receive the quote or invoice prior to sending. Using attached example, the contact for persontwo@test.com would also appear for this company ABC...and provide me with the ability to select either or both to receive this invoice.

  18. 133 votes

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    Paul McCormack supported this idea  · 
  19. 9 votes

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    Paul McCormack supported this idea  · 
  20. 9 votes

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    Paul McCormack supported this idea  · 
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