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1159 results found
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13 votes
Freya Pieroz
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7 votesFreya Pieroz
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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Freya Pieroz
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33 votes
Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
Freya Pieroz
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15 votesFreya Pieroz
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129 votesFreya Pieroz
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9 votes
Hi community, thanks for sharing your feedback in the idea here. Since first raised, we have made some improvement to the Bills to pay page including the ability to quick view and edit bills on the fly from the list, a duplicates review feature and the ability to directly upload to create draft bills in your organisation.
Taking some of the more recent development into play it'd be good to hear if there are still particular aspects of this page that you feel could be improved.
Freya Pieroz
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26 votes
Hi team, being upfront user controlled column widths isn't something we have planned in the near term, however since this idea was initially raised there have been a few improvements that we thought worth highlighting here that may help.
Bills list experience has been upgraded and is now much more responsive to screen and devices sizes.
Along with this, you have more control over what columns are shown on the page, and the order these appear. If you click the 'Columns option on the left above the list you can select what data you'd like to show, and use the 6 dots on the left of each data point to drag and drop where you'd like these to appear on the table.
For now, we'll continue monitoring the interest this idea builds and share if there's news.
Freya Pieroz
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1,450 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
I've had to workaround this issue with separate contact cards for each site (and in some cases, for each project with a different person that invoices need to be marked attention to)... That then requires custom reports and statements.
Freya Pieroz
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74 votes
Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.
Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.
Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.
Freya Pieroz
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An error occurred while saving the comment Freya Pieroz
commented
I remember when Xero used to do this, or something that looked like this, back when I first started using it...
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534 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Freya Pieroz
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1,104 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Freya Pieroz
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1,268 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 Freya Pieroz
commented
@Lynn the workaround I've been using is to add the reason why it's in dispute to the bill reference, because that shows up when I'm reviewing a batch payment. Doesn't help if the bill reference is really long, but it's helped save me a few times :-)
(example from a couple of weeks ago: " - query ANZAC Day" because the bill showed a contractor as working on a public holiday, which was outside the scope of the contract)
Freya Pieroz
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589 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Freya Pieroz
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548 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
Freya Pieroz
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534 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Freya Pieroz
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13 votesFreya Pieroz
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26 votesFreya Pieroz
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28 votesFreya Pieroz
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13 votesFreya Pieroz
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I've had to create separate contacts for each Defence contract manager, because of this. There's a lot of them. Each invoice has to be CC'd to the correct contact when you send it to Defence accounts, and I'm not willing to bet on my ability to not make typos when changing things repeatedly, so multiple unnecessary contacts it is...