Settings and activity
20 results found
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31 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
Annalee Boakes
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46 votesAnnalee Boakes
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924 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Annalee Boakes
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399 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Annalee Boakes
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2 votesAnnalee Boakes
shared this idea
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72 votes
Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
Annalee Boakes
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83 votes
An error occurred while saving the comment Annalee Boakes
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165 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Annalee Boakes
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181 votesAnnalee Boakes
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60 votes
Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
An error occurred while saving the comment Annalee Boakes
commented
This is a no brainer - very minimal (if any) suppliers would send products/orders to a mailing address, as they are often a PO Box.
Annalee Boakes
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8 votes
Appreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce.
In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.
Annalee Boakes
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An error occurred while saving the comment Annalee Boakes
commented
Add an option within the contact settings to block any new invoices being created if their account is overdue (by X days).
At the moment you can add a credit limit and block new invoices when this limit is reached. This is good, but we operate with days overdue rather than amounts on credit.
Add a similar function to have a checkbox to tick if you would like to block new invoices for specified contacts if their account is overdue (by X days if possible).
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318 votesAnnalee Boakes
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11 votesAnnalee Boakes
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56 votesAnnalee Boakes
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263 votesAnnalee Boakes
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37 votesAnnalee Boakes
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An error occurred while saving the comment Annalee Boakes
commented
Agree with this. When you add an existing contact to a quote, allow it to be hovered over to view their contact details, and then the hyperlink to take you to their contact if necessary.
Once a quote has been 'saved' or 'sent', allow the contact details to be either edited (if its an existing contact), or added (if its a new contact).
See attached snips of how you can currently do it when adding a new invoice. -
67 votesAnnalee Boakes
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402 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Annalee Boakes
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64 votes
Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard.
At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.
If there is any change planned in this space we'll be sure to update you on this.
An error occurred while saving the comment Annalee Boakes
commented
Agree with this, and also the need for the dashboard to be more customisable. There should be a range of key metrics that users can select to view on their dashboard. All the data is being captured somewhere in Xero.
We use quotes as our leads/sales pipeline, so we need to know values of orders that are coming through each month. Not ideal to have to wait until they are an approved invoice to be able to see the total value.Annalee Boakes
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968 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.…
Annalee Boakes
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Agree with this idea, and would be better to be able to change the default 'approve' option because we would prefer the approve and add another button as default.
Same goes for the 'save' options on new invoicing.
Also in quotes - change the default 'save' and 'send' options.