Settings and activity

11 results found

1. Invoices - Allow contra entries of sales invoices against purhcase invoices and vice versa

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise Banks commented  ·  21 February, 2024  ·  Edit…  ·  delete…

   Allow joint statement for contacts who are both customer and supplier, allowing supplier invoices to be contra'd to customer accouunts.

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   Louise Banks supported this idea  ·  21 February, 2024

2. Sales Invoice - Include files attached to an invoice when sending

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   submitted  ·  37 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise Banks supported this idea  ·  21 February, 2024

3. New Invoicing - Remember default settings

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise Banks supported this idea  ·  21 February, 2024

4. New invoicing - Add lines button

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise Banks supported this idea  ·  21 February, 2024

5. New Invoicing - Option to switch Autosave off

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   submitted  ·  22 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise Banks supported this idea  ·  21 February, 2024

6. Bills - Flag a Bill as 'in dispute / query'

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   190 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but… more

   Louise Banks supported this idea  ·  21 February, 2024

7. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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   27 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

   Louise Banks supported this idea  ·  21 February, 2024

8. Batch payments - Ability to include credit notes

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   submitted  ·  54 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Louise Banks supported this idea  ·  21 February, 2024

9. New Invoicing - Make the History & Notes the same as in Classic Invoicing

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   41 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   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. 

   Louise Banks supported this idea  ·  21 February, 2024

10. New Invoicing - Reduce number of steps and clicks

    239 votes

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    91 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 and investing in the newer version if we want a product that will continue to serve your needs in the future as classic has too many technological limitations. The leadership from our board, through our c-suite and regional leadership teams know this is the only path forward to give you the features you’ve been asking for. We shared more on this in this blog. 

    
    Since my last post there are other changes that have been made to enhance new invoicing, including;

    • the ability to attach a file from the files library, 
    • being able to view files in a side by side view so you no longer have to click across to another tab, 
    • automatically opening a new tab to take you to areas to add a new account, tracking category or tax rate, and 
    • being given the option to mark an invoice as sent when printing. 

    All of which help reduce the number of clicks that you’d have to make for these actions.

    We are continuing to explore more ways to reduce the clicks and steps required for other actions in new invoicing and will keep updating you on these here. You can keep up to date with ongoing updates and changes to new invoicing on this Xero Central hub.

    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… more

    Louise Banks supported this idea  ·  21 February, 2024

11. Reporting: Customer Payment Performance - payment date and number of days late

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    70 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

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    Louise Banks commented  ·  11 January, 2023  ·  Edit…  ·  delete…

    This should be a standard feature! Monitoring customer payment behaviour is a key task.

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    Louise Banks supported this idea  ·  11 January, 2023