Settings and activity
28 results found
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2 votes
Christie van der Beeke
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15 votes
Hello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history.
At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow.
If there’s any news to share, we’ll come back here and let you all now.
Christie van der Beeke
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7 votesChristie van der Beeke
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3 votesChristie van der Beeke
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3 votesChristie van der Beeke
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1 voteChristie van der Beeke
shared this idea
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349 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Christie van der Beeke
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1,111 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.…
Christie van der Beeke
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41 votes
An error occurred while saving the comment Christie van der Beeke
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4 votes
An error occurred while saving the comment Christie van der Beeke
commented
The qualification of small business varies across states and organisations, for example NSW Gov't defines it as 19 or less employees. It would be good to have this as a starting point, and for Xero to show its support of small business, rather than the big price jump for 10 to 20 employees
Christie van der Beeke
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206 votes
An error occurred while saving the comment Christie van der Beeke
commented
@Xero, this has been an ongoing issue raised by many, many people over 10 years - since 2014, according to this thread alone. Its time to stop making reports look prettier, and start actually focussing on functionality and the needs of your users. This is a pretty basic requirement, I can't possibly understand why 10 years later it's still not resolved?
An error occurred while saving the comment Christie van der Beeke
commented
Virtually all our suppliers invoice at milestone increments against a purchase order, however our only option is to have it marked 'billed' or not. We need to be able to mark PO's as partially billed against. This is a very common scenario.
Christie van der Beeke
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429 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.An error occurred while saving the comment Christie van der Beeke
commented
Tony Morcom - on the top right of the Invoice template there is a reference box, which allows you to insert text. There is where I reference PO numbers. Hope this helps :)
Christie van der Beeke
supported this idea
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41 votes
An error occurred while saving the comment Christie van der Beeke
commented
Purchase order - Ability to cancel without deleting
You need to be able to cancel a PO without having to delete it, and then you can use the 'notes' to say why it was cancelled. When you search Xero help, it says you can do this, but it's not a function of the AU version. Given the functionality has been created, it shouldn't be hard to implement it for Australia.
An error occurred while saving the comment Christie van der Beeke
commented
I completely don't understand why a PO can't be cancelled, this is a basic accounting function. Deleting it completely removes it from the system, and then obscures the numbering, and you can't necessarily remember why it was cancelled. This could be for a number of reasons, including changed amounts, cancellation of a job, etc. There's even instructions on how to do it, so clearly it was thought useful at some point, but these instructions ar enow obsolete: https://central.xero.com/s/article/Issue-send-or-cancel-purchase-orders#Cancelordeleteapurchaseorder
Christie van der Beeke
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48 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
Christie van der Beeke
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86 votesChristie van der Beeke
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63 votes
An error occurred while saving the comment Christie van der Beeke
commented
There are multiple threads requesting the same basic functionality. Please address Xero AU.
Christie van der Beeke
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56 votesChristie van der Beeke
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148 votesChristie van der Beeke
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373 votes
An error occurred while saving the comment Christie van der Beeke
commented
This is critical, and is an issue that has been raised many times over a long period of time. I understand the NZ version of Xero allows for setting a roster for part time employees, so if this is already developed, it should be a very simple implementation for the AU version. The hours beign split evenly across 5 working days does not allow for the public holidays, annual leave or sick leave requests, which all have to be manually adjusted. With government procurement and Fair Work Australia pushing priority focus on flexible workforces, Xero needs to support its users in managing this through basic payroll functionality.
Christie van der Beeke
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37 votes
Hi community 🙋
Thanks for starting this idea! Did you see last week that our Product Team released an update that helps speed things up on Xero Me Mobile? They’ve enabled the ability to copy previous time entries in start-end timesheets on a per day basis. To do this, enter your time entries as usual for the first day in your timesheet, and then select the “copy from [date]” option when adding a new time entry for a consecutive day.
The team are interested in further exploring improvements in this area, but at this stage there are no firm plans to progress this idea. They’ve got their eyes on the ground though - closely monitoring your ideas, votes and comments.Christie van der Beeke
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Xero seems to have significantly increased its pricing plans effective next week, with reduced flexibility. I am a small social enterprise, currently on the Premium 10 plan, yet when I look at the new plans, they seem to have options for up to 5 people, but the options for 10 people (my current plan) or more jump considerably. To retain my current features will result in a 28% increase! That's HUGE. Projects is now an automatic add-on, not something I want as it is not very effective and should be retained as an opt-in, additional charge.
Xero doesn't seem to do much to support small business. We don't have the budgets of large companies, and need the flexibility to choose what functionality we need, and to only pay for what we need. To make Projects as standard, when there's basic functionality lacking and not offered by Xero (such as being able to make part payments against Purchase Orders or Bills).
Please sort out your basic functionality and spend less time making things look prettier! Particularly given the significant price hikes you're imposing on small business.