Settings and activity
15 results found
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395 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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966 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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572 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
Rach McDowall
supported this idea
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618 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
Rach McDowall
supported this idea
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598 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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108 votesRach McDowall
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64 votesRach McDowall
supported this idea
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108 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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131 votesRach McDowall
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260 votesRach McDowall
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543 votesRach McDowall
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
An error occurred while saving the comment Rach McDowall
commented
Hi Ethan
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.
I think I understood that this section of XERO is on old code. Can you please advocate for us to have this improvement done on the WEBSITE by getting this code upgraded ASAP
Can you find out if we have to wait 12 months or will it be 24 months? I am sure that Accountants, Bookkeepers and Administration staff would all benefit from this function. This function will benefit a vast variety of your Customers.
I also think XERO needs to communicate better on these matters. Code upgrade is not easy, fast or cheap. That said, keep listening to the Customers and let us know if the enhancements suggested are on old code or not. This might help Customers to understand and explain the importance of XERO investing in the code upgrade sooner than later.
With rising costs in labour, software subscriptions, additional regulation etc, having a software that is NOT making our life easier, is defeating the point of having software (rant finished)
Rach McDowall
supported this idea
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670 votes
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
Rach McDowall
supported this idea
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553 votes
Hi team, further on from our last update we are extending the ability to automatically record Xero subscription invoices in your organisation to UK customers via einvoicing.
As a first cut if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll need to enter your businesses VAT. Over the following months we'll be building on the experience so you can eventually choose this option from the online invoice itself. We'll keep you updated of progress for this, here.Rach McDowall
supported this idea
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459 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
supported this idea
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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