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  1. 4 votes

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    Platypus Billing shared this idea  · 
  2. 607 votes

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    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!

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    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  · 
  3. 44 votes

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    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 supported this idea  · 
  4. 49 votes

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  5. 183 votes

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  6. 7 votes

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  7. 29 votes

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  8. 9 votes

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  9. 118 votes

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    Platypus Billing commented  · 

    I see this was first raised in 2020 ..... no intention of making this feature available?

    Platypus Billing supported this idea  · 
  10. 87 votes

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  11. 157 votes

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    Hi community, following on from my recent update we have a design for a new layout and we'd really like to get your feedback on this to help the team's work on improving the experience in new invoicing. They are also looking to interview a small pool of users for their research, too. 

    If you'd like to be involved, please use the form here ✍️to add your details and the team will be in touch. 

    We appreciate all your feedback on how we can make things better for you when working in Xero. I'll come back to share any outcomes with you all surrounding this. 

    Platypus Billing supported this idea  · 
  12. 254 votes

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    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  · 
  13. 284 votes

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    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  · 
  14. 268 votes

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    Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

    As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

    • You can now tab to select a highlighted contact and move through to the next field - related idea
    • Create a new repeating template from a draft invoice - related idea 

    Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

    Once the team's work has concluded,…

    Platypus Billing supported this idea  ·