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9 votes
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Freya Pieroz
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5 votes
An error occurred while saving the comment Freya Pieroz
commented
This invoice would have been paid over a week ago, if it had gone through. An alert would have meant I could follow up immediately, instead of finding out after EOFY when it has (minor, in the grand scheme of things) consequences for both my client and the entity that they are invoicing.
An error occurred while saving the comment Freya Pieroz
commented
As a side note, last week I sent some invoices by e-invoicing. I checked that days' entire batch of invoices when one I sent to a different client had not arrived within a couple of hours, and all of them showed "failed to send" in the history for each individual invoice. So I sent each and every one of the failed invoices by email, because that's the only way they'll arrive, right?
Came into work this morning and found that the e-invoices showing as failed sent themselves after I'd logged off at COB, because they've arrived in the accounts of the other client to whom I'd sent them (original attempt between 1:30pm and 2:30pm, arrived at 5:30pm). And now there's duplicate invoices in their accounts and the invoices in the sender's accounts still show 'failed sending' in the history.
An error occurred while saving the comment Freya Pieroz
commented
... And by very occasionally, I mean every single invoice I've tried to send today. I would like to get paid, which means I need to send invoices... successfully
Freya Pieroz
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5 votesFreya Pieroz
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30 votes
An error occurred while saving the comment Freya Pieroz
commented
One of my clients also uses projects to keep track of multiple projects that use multiple contractors (both company-to-company and direct via payroll (which allows us to pay their super for them as the ATO requires)). None of these contractors use Xero timesheets, they use timesheeting that meets Defence contract requirements. And company-to-company contractors wouldn't use timesheeting in our company file anyway, they'd use it in their own company file!
The only workaround we've found is to create each contractor as an estimated expense for each project that they're working on. We then assign each bill for each contractor's work to the estimated expense with their name on it. It's cumbersome and clunky but it lets me see useful information.
An error occurred while saving the comment Freya Pieroz
commented
My clients do use payroll to process direct contractors, because Australia and superannuation, but there is absolutely no reason for those contractors to have access to the finances of a project. They don't need to see the internal profit and loss; they don't work for the company.
These contractors also don't use Xero timesheets, because they use and submit timesheets as per my clients' customer's requirements (gotta have approved timesheets attached when I invoice the customer) and getting them to do their timesheet twice is stupid time-wasting. So if I want to have their timesheets in Xero timesheets, in order to assign that timesheet to a Project, I have to manually enter each timesheet and assign it to the contractor as a Projects user, and that's a waste of MY time.
I currently do a workaround by creating a bill for each individual being paid through payroll, and assigning _that_ to the project, but I have to track the hours they've worked in a spreadsheet because the tax withheld means that I can't put 40 hours @ $30/hr = $1200 on the bill for that payroll since they actually get paid $1200 less tax plus super accrued (to be paid in a month).
Freya Pieroz
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11 votesFreya Pieroz
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7 votesFreya Pieroz
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832 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…
Freya Pieroz
supported this idea
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30 votes
Hi everyone, as much as we appreciate the feedback and interest of being able to receive a notification of whether an invoice has successfully sent. The team priority right now is around the body of the invoice within Xero.
We want to be transparent in this here and will move the status of the idea back to submitted.
We will let you know of any change.
Freya Pieroz
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12 votesFreya Pieroz
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96 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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23 votesFreya Pieroz
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5 votesFreya Pieroz
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1,289 votes
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…
An error occurred while saving the comment Freya Pieroz
commented
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...
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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4 votesFreya Pieroz
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66 votes
Hi everyone, thanks for voting and sharing your feedback here.
From the Contacts page you can already click the quick link to the official ABN lookup page to verify a number yourself. Our product team have reviewed the commentary here and appreciate that the ability to do this from within Xero would enhance the process, however at this stage there are no firm plans or timelines surrounding this. As always we'll be sure to return here if there's more news to share 📢
Freya Pieroz
supported this idea
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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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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.
Freya Pieroz
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488 votesFreya Pieroz
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1,006 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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1,178 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
supported this idea
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Yet another example of e-invoicing failing and having to send via email. I have confirmation that e-invoicing failed - the client alerted me that the invoice I'd sent through hadn't arrived, and IMO they shouldn't have to, but that's a different product idea - so I'd like to send via e-invoicing but Xero won't let me try.