Settings and activity
20 results found
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70 votes
An error occurred while saving the comment 
Platypus Billing
supported this idea
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90 votes
Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.
We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.
We'll keep you up to date with progress of this through the idea here.
Platypus Billing
supported this idea
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162 votes
An error occurred while saving the comment Platypus Billing
commented
I just pray we don't get audited by CRA. And for us it's not payroll, but invoicing, billing, HST.
Platypus Billing
supported this idea
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588 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…An error occurred while saving the comment Platypus Billing
commented
Hi AA,
despite my concerns regarding safety, I tried your app. It's failing (twice already). Any troubleshooting tips?
An error occurred while saving the comment Platypus Billing
commented
This "product idea" is from 2013.
It was 'declined' in 2023 - did that take 10 years?
Now it's 11 years.Would this be critical if I were not trying to leave Xero in response to the mess of 'new invoicing' and the mess I expect to happen with 'new' bills? Probably only if our tax agency came calling for an audit.
But now it is critical ...
I want to second the alternative: keep a non-productive version acceessible for people so they can access their history. This ought to be your responsiblity as it's not that we changed - YOU DID.
I cannot make your software work for me anymore.
Please let me take my stuff and leave.Platypus Billing
supported this idea
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79 votes
An error occurred while saving the comment Platypus Billing
commented
Doubt it's a glitch. Whatever they are after .... it's not in our best interest. I am pretty sure, now.
Platypus Billing
supported this idea
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7 votes
An error occurred while saving the comment Platypus Billing
commented
When creating an invoice, I can attach the source document to the invoice through the ad document button - very handy.
However, when I create a payment to that invoice, I don't have the option of attaching the source document (email, credit card slip, cheque) to that payment when creating it.This is something you could have fixed in new invoicing, but you didn't it's still the scenic route:
apply payment, sent receipt, return to invoice, click on payment .... and NOW there is the button that allows to attach a document.Platypus Billing
shared this idea
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93 votes
An error occurred while saving the comment Platypus Billing
commented
I did not even approve the invoice only saved it as a draft. And before I deleted it, I went and renamed ttaht draft invoice X-INV-123 and Xero still defaults to the invoice number INV-124.
How am I supposed to test something?
Where is the benefit in this default setting?
I am happy to hear an explanation.Platypus Billing
supported this idea
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49 votes
Thanks for letting us know how useful this feature is to you when creating invoices for your customers in Xero. We have some improvements the team are focusing on within the contact card to provide our customers more efficiency, which includes the ability to search to add an address for a Contact.
For the time being we'll change this to working on it, and I'll keep you up to date with any progress for this, here.
Platypus Billing
supported this idea
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620 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.
An error occurred while saving the comment Platypus Billing
commented
My 'journey to using new invoicing'???????
Is that why invoicing has turned into a version of 'scenic route'.Let me emphasise, that my work is bookkeeping, I am not travel writer.
"A fair amount of feedback"?
I am 100% sure that had you asked your customers before you put this train wreck of an invoicing solution productive, you would have discovered that this feature is not a nice-to-have, but an essential functionality of a bookkeeping/accounting software. I mean this is what bookkeeping is all about ... how has this not been on the TOP OF YOUR TODO LIST?Oh ... oh ... yes I know, why ..... because the intital release was unusable and - to use a nautic image .... when you are bailing water to keep your vessel afloat, the fact that it doesn't have a rudder is secondary.
Excellent.
Platypus Billing
supported this idea
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281 votesPlatypus Billing
supported this idea
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An error occurred while saving the comment Platypus Billing
commented
This is one more unneccesary click, one more time, I have to reach for the mouse, one more time ... blahblahblah.
Tell me for whom this is benefical? Is there any situation in which this way of doing it provides benefit to the user????????
If it doesn't - remove it.
And I am saying this again on this thread.
I am quite angry that you are using your customers as guinea pigs without asking. You could have run a focus group, a beta test, what have you ...something that real developers use before they release the results of their unbridled creativity into the wild.But you don't ... that's what's really making me mad.
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191 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
An error occurred while saving the comment Platypus Billing
commented
Oh ... you are interested in hearing more!!!! Terrific ....
How much time do you think your clients want to spend on Beta testing?
You could hire people to do that.Today I am being forced again to use your 'new invoicing'.
And I am being forced again to communicate to you about the things I've already brought forward.
How many votes does it take?
Do I have to run a campaign?I am trying to do my work which is not testing software.
There is no benefit in having it on the top.
The invoice is created, we are working top - down NOT down-top.
So the button for further actions ought to be at the bottom, not at the top.
I am not sure in which situation this would be different.I am flabbergasted by the nonchalence approach .... "please tell us one more time what you want". Again, you can do that with a focus group or something.
Platypus Billing
supported this idea
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665 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
commented
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 ....
Platypus Billing
supported this idea
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58 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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56 votesPlatypus Billing
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202 votesPlatypus Billing
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11 votesPlatypus Billing
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40 votesPlatypus Billing
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155 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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376 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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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Platypus Billing
supported this idea
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Again one of those issues where I cannot wrap my mind around the laisser-faire attitude in the way Xero deals with historical information. The moment I open the invoice again for reprint - the address changes. And unless I make a note each time I send out an invoice regarding the address ... the original information is lost. Or I have to create several contacts for the same contact when the contact person changes. This is really not good thing, guys.