Settings and activity
13 results found
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2 votes
Platypus Billing
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600 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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44 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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49 votesPlatypus Billing
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179 votesPlatypus Billing
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7 votesPlatypus Billing
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27 votesPlatypus Billing
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120 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
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78 votesPlatypus Billing
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141 votesPlatypus Billing
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224 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Platypus Billing
supported this idea
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254 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Platypus Billing
supported this idea
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242 votes
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.There are really important reasons why we must go forward with sunsetting classic invoicing…
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 ....