Settings and activity
12 results found
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5 votes
Platypus Billing
shared this idea
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632 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!
An error occurred while saving the comment Platypus Billing
supported this idea
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45 votes
An error occurred while saving the comment Platypus Billing
commented
I come across long receipts a lot. Due to the Hubdoc limitation, I tend to only take a photo of the 'relevant' part of the receipt, but should CRA (Canada Revenue Agency) ever come calling for an audit - I will be in trouble. CRA will want all the receipts electronically, but it wants it COMPLETE. That means I either now spent hours to create complete records or I risk having to do the work OVER AGAIN when the time comes. I consider it negligent that you have not fixed this. Without this functionality, Xero cannot be the tool that supports us in an audit situation. It negligent of you to not work on this high priority issue!!!! Quite honestly, this should not be in the "product ideas" (which sounds too much like 'nice to have') but "fix-it" category.
Just as an illustration, what I have to do now (and this ties into the fact that the documents that are turned into Xero documents from Hubdoc are managed separately from the documents that are sent to Xero Files):
1. In app take photo 1 - upload
2. In app take photo 2 - upload
(3. etc.)
4. In hubodc select the photo that has the most relevant piece of information and create the invoice/credit memo - publish to Xero.
5. Ignore all the warnings of duplicate documents (sigh).
6. Correct auto-extracted info (such as dates, supplier, type of document) for photos 2-x.
7. Publish photos 2-x to Xero Files (individually)
8. Open Xero Files
9. Find photos 2-x and figure out which one is 1 or 2 or 3 or what have you.
10. Rename the file (Receipt page 1, Receipt page 2, etc.).
11. Go back into my bill/credit note.
12. Attach the missing photos.[By this time night falls over our little town on the ocean, many other tasks have been neglected and will remain undone).
I'd be happy to hear if you have a quicker 'work-around' suggestion. And if you are suggesting using a scanner - most of these receipts are too long for a scanner as well, so I am creating multi-page documents via the web-interface, which takes just as much time.
Platypus Billing
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51 votesPlatypus Billing
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188 votesPlatypus Billing
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8 votesPlatypus Billing
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31 votesPlatypus Billing
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137 votes
An error occurred while saving the comment Platypus Billing
commented
I see this was first raised in 2020 ..... no intention of making this feature available?
Platypus Billing
supported this idea
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156 votesPlatypus Billing
supported this idea
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234 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Platypus Billing
supported this idea
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391 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Platypus Billing
supported this idea
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429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.Platypus Billing
supported this idea
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I have written off invoices as bad dept, ie. applied a credit note and now the invoice shows 'paid' - just not by the client, but by 'bad debt'. I would like to have the ability to disable the client's ability to call up that invoice AND be able to send the invoice out again .... hope dies last.
The workaround recommended by support was 'creating a pdf' of the invoice before applying the credit note. Sigh ... that just creates another interface and problem storing, and so on ....