Settings and activity
13 results found
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505 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment An error occurred while saving the comment 
Rach McDowall
commented
Kelly
"to improve profitability, counteract a slowdown sales" as reported by XeroIt's things like not implementing this absolute necessity for Customers is why you are seeing a slowdown in sales. People are not moving to Xero. If I know what I knit now how Xero does not listen to Users would not have moved from MYOB. Still on my agenda this year to review
As stated in the Interim FY24 report NET PROFIT is $54.1m
FY$158.4m EBITDA show me that Xero has the $ to invest in these fundamental fixes if it wants to stay competitive and relevant
Please provide an update on ADDING additional fieldsAn error occurred while saving the comment Rach McDowall
commented
Kelly, I truely believe that there are many lost customers who are not move in to XERO due to this issue. Like Andre Percival said on the 11 September 2023, he believes he needs to move back to QBO to get the function he needs.
I under that that the coding needs to be updated for this to happen.Then XERO just needs to prioritise this upgrade to be critical.
An error occurred while saving the comment Rach McDowall
commented
Hi Kelly
I have just had clarity by talking to XERO support.
I now understand that XERO has parts of it written in older code (old technology - not quite as old as DOS but definitely not as new as Window 11).
And that some of these suggestions would be a waste of money to add now as it would be on old code. Until that section of XERO is upgraded, there is not point doing the improvement.
What would be great is to get an idea of when this section (Invoicing) will be upgraded so this suggestion can be implemented. You said not in the next 12 months. So can I expect something by 4th QRT 2024? If not, let us know when.
As an alternative concept, once the code has been updated, you could work on a SIMPLE invoicing process and an ADVANCED invoicing process (see DEAR/CIN7 core on how they manage this)
These additional custom fields need to be in the header part of the invoice (advanced invoicing). I would even consider paying for the ADVANCED INVOICING function. This would enable us to use the other beautiful functions in XERO such as automatic reminders. I am paying enormous amount for DEAR/CIN7 core to have this function which is ridiculous.
An error occurred while saving the comment Rach McDowall
commented
Can XERO please give us an update on where this is up to. Has the Development team even reviewed this?
As businesses are being requested by their Customers to provide additional information to enable the Customer to better track expenditure, this is CRITICALRach McDowall
supported this idea
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1,109 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.…
An error occurred while saving the comment Rach McDowall
commented
Kelly, it’s been 7 months and an update is needed. I think it’s important to communicate regularly on the progress. You have indicated that you are WORKING ON THIS and therefor 7 months of programming should have even enough time to make this correction/improvement. I know that some of these requests need to be coded using a more modern platform but fur USER EXPERIENCE & LOYALITY Xero needs to communicate the progress.
Please check all the suggests you have commented on and PROVIDE AN UPDATE, even if the task has taken you longer than expected.
Rach McDowall
supported this idea
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674 votes
Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
Rach McDowall
supported this idea
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659 votes
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!
Rach McDowall
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146 votesRach McDowall
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68 votesRach McDowall
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135 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Rach McDowall
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163 votesRach McDowall
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287 votesRach McDowall
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741 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…
Rach McDowall
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825 votesRach McDowall
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597 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Rach McDowall
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481 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Rach McDowall
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Kelly
Your solution is not good enough
I know it's probably the " powers that be" but I need to to advocate for us Customers
As I have previously done I am more than happy to discuss with the relevant people about how critical this issue is