Settings and activity
9 results found
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82 votes
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Jan Ross
supported this idea
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71 votes
Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
An error occurred while saving the comment Jan Ross
commented
In the event that you need to take a client to Court for non-payment of invoices, it is critical that there is an audit trace to show who said what to whom and when. I would have also thought that the ATO would have made it mandatory for any bookkeeping software to have timestamping in order to detect fraud. For the life of me, I cannot understand why Xero would remove a perfectly good feature by deleting the time and then putting the date on the wrong side of the page.
Jan Ross
supported this idea
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52 votes
Hi Paul-John, appreciate your feedback here. Our team are constantly reviewing new as well as sharing and rallying for many of the trending ideas across the site here.
Hopefully you feel more of the interaction overtime.
We take ideas seriously and this does mean sometime may need to be put into evaluating an idea internally before it's position is updated in the community here. There are many factors that weigh into the product decision and development process that extend beyond the site alone and some ideas require careful consideration from multiple areas and people throughout the business. Where possible we will do our best to openly set expectation and you can use the Status of an idea to better understand it's position.
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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347 votesJan Ross
supported this idea
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598 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!
Jan Ross
supported this idea
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Jan Ross
supported this idea
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7 votes
Hi Sharon, recently we released a new feature in Contacts that will enable you to add a note for a contact that can be visible from a contacts record - Right hand panel meaning you could add any detail about contacts that you receive payment from at the time goods & services are supplied in this field.
Is this enough to solve your needs here? 🙂
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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919 votes
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…
Jan Ross
supported this idea
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966 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Jan Ross
supported this idea
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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.