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34 results found
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293 votes
An error occurred while saving the comment An error occurred while saving the comment 
Claire Parker
commented
@Scott Leonard. How rude of Pat at Xero support. You asked for support on a critical invoicing issue and he/she/they basically told you to ******** and go read something about quotes. This isn't support or customer service. Pat at Xero support needs to go back to school and learn some manners as well as some basic accounting skills. Invoices and quotes serve greatly different purposes in an accounting system.
Claire Parker
supported this idea
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180 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Claire Parker
supported this idea
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365 votes
Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.
We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.
We'll keep you updated of further developments here.
An error occurred while saving the comment Claire Parker
commented
I also agree with Andrew. Xero, you have missed the point yet again!
We pay our FX directly through NAB to take advantage of the exchange rate fluctuations. All we want from Xero is the ability to do a batch for those paid invoices so we can send remittance advice on the day and not wait until the following day to reconcile the bank. We also 'pay' a lot of foreign invoices via a clearing account as it comes off our remittance for invoices we've issued. We do not actually make the payment but would like to use the batch method to record it.Claire Parker
supported this idea
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An error occurred while saving the comment Claire Parker
commented
This would be super useful for our business too. I guess the contacts bank account details would need to include fields for SWIFT codes etc. We have several freight forwarders that invoice in both AUD & USD. Would be great to do one batch payment.
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821 votes
An error occurred while saving the comment Claire Parker
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No thank you. This is a basic need that should be part of any payroll software. it's not as though it requires any complex coding or development. Pathetic, Xero!
Claire Parker
supported this idea
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15 votesClaire Parker
supported this idea
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738 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
An error occurred while saving the comment Claire Parker
commented
Expected, but still disappointing Xero.
One wonders what other "important changes needed in product" are .... Stuffing up AP in the same way as you stuffed up AR with New Invoicing?An error occurred while saving the comment Claire Parker
commented
This has been a big issue from the start and it is critical. It's crazy that the credit has to be applied to random invoice(s) before payments can be made. This makes Remittance advice incorrect, and you have to manually type an explanation before sending remittance advices out. The credits are easy to miss when you're doing batch payments, if you don't know they are there. Please Xero, this can't be that hard to fix and your competitors win hands down on this issue.
Claire Parker
supported this idea
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71 votesClaire Parker
supported this idea
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434 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
An error occurred while saving the comment Claire Parker
commented
Further... when you open the window to attach a file from library it also closes and takes two or three attempts. Please investigate as I think this must be a bug.
An error occurred while saving the comment Claire Parker
commented
Agree, it's another step backwards!
Claire Parker
supported this idea
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Claire Parker
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Another bug to report...when you type in the first few letters of the contact it brings up other contact options with absolutely no bearing on the letters typed. Thereby causing an extra couple of clicks to select the correct contact. I've never ever experienced a search option so flawed.
An error occurred while saving the comment Claire Parker
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Hi Kelly, Thanks for the feedback, but this is hugely disappointing. Xero is basically telling us to take it or leave it.
Would either of the following be possible work arounds: 1. create a false email address for your customer and email invoices into oblivion, or 2. Enter a batch of invoices saved only, and later approve all at one go instead of toggling the approve and send option every single time?Claire Parker
supported this idea
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An error occurred while saving the comment Claire Parker
commented
All our invoices are RCTIs - we never send them out. Need to remove this default option for me, please.
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369 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment Claire Parker
commented
It is clear Xero is focusing on the tiny sole trader businesses and not listening to bookkeepers or finance professionals in larger established businesses. They are dumbing down everything so that AI can do the work or untrained persons can shoot out ****** and legally dubious invoices. A subscription to them is a subscription. Loyalty means nothing. How sad that the vision of a beautiful accounting software has been forgone and replaced by the ugly duckling we have now. Xero is telling us finance professionals take it or leave it. I will be leaving it just as soon as I can figure out the best alternative.
Claire Parker
supported this idea
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
An error occurred while saving the comment Claire Parker
commented
Thanks, Kelly. Please understand that businesses operate under very different models. Whilst blanket trading terms are probably OK for many tiny businesses, larger businesses have due dates that can be specific to a customer (contact). In order for all businesses to function with Xero, then both options must be available in New Invoicing. Please allow us to choose whichever default setting suits our business best. Thank you.
An error occurred while saving the comment Claire Parker
commented
Payment terms are set in our contacts and invoicing should pull this through to an invoice, based on the contact. We have different terms with different customers, one size fits all is not acceptable.
Claire Parker
supported this idea
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712 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Claire Parker
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Andrew Syme, I get what you're saying, but think we all just want the functionality of Classic. No one cares if we migrate to the new tech as long as it's behind the scenes and not front and center of the changes.
An error occurred while saving the comment Claire Parker
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Hello Xero team - are there any updates on this, please? Xero responses seem to be missing in action since May 17th, meanwhile more and more users are getting more and more frustrated and providing feedback to you about your lousy system upgrade. As the cut-off deadline looms ever closer, surely the progress towards having a useable module increases? I just wonder why you cannot communicate effectively with all these engaged people here who have given their time and effort to test a system that your team obviously have not.
An error occurred while saving the comment Claire Parker
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Good work Lloyd. Thank you for pushing this issue and representing our concerns. It's a pity Xero have not communicated effectively with all their paying customers, but we will take this as a small win.
Xero - I'd love to see a message from you stating that New Invoicing will have ALL the functionality of Classic before retiring Classic. Ideally we would like to have a trial period of New Invoicing once it's fit for purpose and before Classic is switched off so we can re-train our staff and iron out any remaining issues. September is looming and is cutting it fine, to do proper testing and training. Thank you.
An error occurred while saving the comment Claire Parker
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Great, but these are additional features and not ones that most users are having issues with. This is the proverbial re-arranging the deckchairs on the Titanic - we need the basic functionality sorted out before you switch off Classic.
Claire Parker
supported this idea
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598 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Claire Parker
commented
Look at the state of this screen. Its an utter mess. Why are the notes showing changes that are completely irrelevant, why was an invoice number created and need to be changed? Why was it created with $0.00 and then changed. I was simply entering the details on my invoice, not making changes. We would never use online payments method so this needs to be removable. Sorry but this is garbage.
Claire Parker
supported this idea
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183 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Claire Parker
supported this idea
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Claire Parker
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218 votesClaire Parker
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64 votes
It's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
Claire Parker
supported this idea
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281 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
Claire Parker
supported this idea
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581 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…An error occurred while saving the comment Claire Parker
commented
Hi Xero, with the upcoming retiring of Classic invoicing in September with no suitable replacement as yet, many customers have expressed their intention to move away from Xero as it no longer meets our needs.
The only issue holding my company back from migrating on 1st July, is how to retrieve all the attached files in AP, invoicing and spend/receive money transactions.
Having been a huge fan of Xero since inception we have trusted you to assist with our transition to paperless by utilising the attach files function in Xero.
As we are required to keep these records for 5-7 years, we will need to hold on to Xero in some form or another if a bulk download of files is not possible.
Please look at this again to give the customers you have alienated a feasible migration outward process.Or can you please advise how these files will be retained to be retrieved, if required, for an audit.
Thank you.
Claire Parker
supported this idea
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368 votes
An error occurred while saving the comment Claire Parker
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Great idea. This would be really useful. Most of our employees work different days and hours. It would be great if this could also translate to employee leave requests as I almost always have to manually change them from the 7.6 hour day default.
Claire Parker
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Thank you, Scott Leonard. This is indeed a huge relief for those of us that cannot use New Invoicing in its current state. I'm not sure if Xero realise how much stress and anxiety this bungled rollout has caused. Why on earth have you dragged your feet for so long when it was clear that the New Invoicing was not ready or fit for purpose? As individuals dealing with this, Xero has caused an immense amount of both personal worry and business stress. Do you think an apology might be in order?