Settings and activity
14 results found
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50 votes
Christophe Marquis
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112 votesChristophe Marquis
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67 votesChristophe Marquis
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378 votesChristophe Marquis
supported this idea
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403 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Christophe Marquis
supported this idea
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494 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Christophe Marquis
supported this idea
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615 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Christophe Marquis
supported this idea
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An error occurred while saving the comment -
1,168 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…
Christophe Marquis
supported this idea
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44 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
Christophe Marquis
supported this idea
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1,001 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Christophe Marquis
supported this idea
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353 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Christophe Marquis
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9 votes
If I understand correctly, you're asking to export the contact account number when exporting invoices from your organisation, Christophe?
If so we don't have any direct plans for developing this at this stage. I'll change the title of your idea here slightly and we can get a sense of the interest from the community of this, here.
Christophe Marquis
shared this idea
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16 votesChristophe Marquis
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9 votes
Hi Nigel, coming back over your idea here I wanted to confirm it is possible to export contacts and their data from your Xero organisation.
This will include Account Number, email - See our article here.
Can you expand a little more on what you're meaning by date and amount? Thanks
An error occurred while saving the comment Christophe Marquis
commented
Hi Nigel,
2 points
1 - Similar to Enock's request is the fact that the Account Number cannot be exported together with the invoice information; although the Account Number can be added in the invoice template, it does not get exported which is extremly annoying when we need to link with other systems which mainly uses a common account numbner rather than an name (since it often differs - as indicated above for CRM).
2- Additionnally to the account number why Xero cannot export all information showing on the invoice...
Thanks for the feedback and visibility on a product update
Christophe Marquis
supported this idea
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When will we get this basic yet vital feature to help collect AR faster