Settings and activity
7 results found
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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
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Jan Ross
supported this idea
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438 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment Jan Ross
commented
Each company will have its own preference, therefore, we should be able to make our selection as a default. My preference is Approve and Print PDF, because I want to send my invoice with my completed work in an email to my client so they can see the value of what they are paying for.
I would also like to set up a default which removes that annoying pop-up that says "Contact defaults have been applied". Hilariously, Xero thinks that the workaround for that is to remove each contact default !!! Yeah, right.Jan Ross
supported this idea
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62 votes
Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.
We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.
We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.
We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.
Our aim is to give a clearer…
An error occurred while saving the comment Jan Ross
commented
I know you can't please all of the people all of the time, but with so many cuts in staff and SO MANY DISGRUNTLED CUSTOMERS, surely the Community Manager at Xero must fear for her job. Maybe if she actually started taking ACTION instead of just fobbing us off, we'd have something nice to say about her. Come on Kelly, use less energy in stonewalling and more on taking our concerns and constructive suggestions seriously. You can do it if you really want to, it's not that hard, honestly, you should try it some time.
An error occurred while saving the comment Jan Ross
commented
"We take ideas seriously" - I think not ! Everything I have suggested in a genuine effort to be constructive has been consistently ignored over the last 10 years. The art of Customer Service is dead. Yet they make changes that no-one wants. Like, who thinks it's a great idea to put addresses, financial details, sales and purchases details all on separate pages? What a time waster that is. They say you can check the Status of an Idea, but can you remember exactly what you called it in order to be able to search for it, nope, nada, zilch. As far as Xero and a lot of the big companies like Microsoft and Facebook are concerned, unless their own whizzkids come up with an idea, anything we say is going nowhere.
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584 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Jan Ross
supported this idea
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753 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Jan Ross
supported this idea
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13 votes
Hi team, in lieu of a direct field for this atm as noted in my last response you could add a Note to the Contact record either as a History and Notes note or within the additional notes field by editing the Contact.
We're continuing to track this idea here and will share if there are any updates.
An error occurred while saving the comment Jan Ross
commented
It would be great if we could flag a client as being a Late Payer so that we can charge an Administration Fee at 14 days rather than 30 days; and also a flag for Payment in Advance, for those clients who can no longer be trusted to pay within 60 days.
Jan Ross
supported this idea
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1,247 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Jan Ross
supported this idea
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I agree wholeheartedly with Justin Smart: "This a SUPER CRITICAL feature that's a MUST HAVE for any business that deals with more than a handful of customers. All my Customer's with multiple locations REQUIRE us to put the unique delivery addresses on each respective invoice. Honestly, cannot fathom why this isn't a fundamental & standard feature of an accounts system like Xero"