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28 results found
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138 votes
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Julie Sutton
supported this idea
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618 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
Julie Sutton
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.…
Julie Sutton
supported this idea
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87 votesJulie Sutton
supported this idea
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237 votes
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…
An error occurred while saving the comment Julie Sutton
commented
I too had a call from Xero yesterday morning "assuring" me it was being worked on.
I vented my frustrations not only with new invoicing but so many other issues with Xero and basic functionality that isn't in the software.And that Xero just do not listen to their customers, they never update these forums (I'm excluding Kelly's responses!) other than to say we can't do it.
Pretty sure he knew where I stood, that I wasn't happy and warned that there may be many clients leaving soon
An error occurred while saving the comment Julie Sutton
commented
I have emailed ceo and company secretary on new invoicing as well as other basic functionality still missing like supplier statements, disputed flag, supplier credit limits, ability to "pay" credit notes, missing bank payments off the cashflow forecast etc etc.
Sadly a standard response so far as below :-
Thanks for reaching out to ceo@xero.com - I love hearing from you and getting your feedback.
Emails to this inbox will be monitored by the Xero team and we’ll do our best to respond where possible.
If you have a support query, please continue to reach out via Xero Central. For all feature requests and product ideas, please go to Xero Product Ideas.
Best wishes,
Sukhinder and the Xero teamAll we can do is keep "spamming" them here and no social media. Their lack of communication is atrocious!
Julie Sutton
supported this idea
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8 votes
An error occurred while saving the comment Julie Sutton
commented
even more things to click - so many extra clicks and button pushes on new invoicing - all going to add to the time taken to raise invoices.
Why introduce less efficiency - surely a "new" way of working should add to the efficiency not take away from it!
Crazy world!
An error occurred while saving the comment Julie Sutton
commented
NEW INVOICING - Add a file.
In classic invoicing I can drag a file onto the invoice and it will add it to the invoice. In new invoicing it seems I have to save it to the file library then add it from there using the drop down box at the bottom.
So much wasted time - need the drag and drop option backJulie Sutton
supported this idea
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148 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
Julie Sutton
supported this idea
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217 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Julie Sutton
supported this idea
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245 votes
An error occurred while saving the comment Julie Sutton
commented
@Mel - we moved from SAGE to Xero as it was ahead of the competition at the time - although the shortcomings in the software weren't properly explained to us by our "adviser".
But we are looking at moving back as well - if the move to new invoicing goes as ahead without significant changes, that is our cue to go - we've learnt to live with alot of shortcomings in Xero but that will be THE final straw .....An error occurred while saving the comment Julie Sutton
commented
Rene - If only it were that simple as getting people to vote! This has been asked for for about 10 years now and nothing! Xero just don't seem to care ......
An error occurred while saving the comment Julie Sutton
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Feels like we've been asking for it since 1971 - but still waiting...........
This has been around on the different "ideas" forums about 10 years now!An error occurred while saving the comment Julie Sutton
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@Dennis Welcome to the Xero forum!!! And this is likely the first of many "basics" you are going to find missing.....
Out of interest how long have you been using Xero ?An error occurred while saving the comment Julie Sutton
commented
Any update on this Xero ? This has been being discussed on this and the old forum for around 7 years now and no update from Xero or any idea when this will be even looked at by Xero ?
Is it even on the Road Map ?An error occurred while saving the comment Julie Sutton
commented
To be honest the whole supplier process in Xero is awful - no credit limits, no disputed flag available, no supplier statements, inability to "pay" credit notes as they have to be allocated to totally unrelated invoices .... whoever designed this module needs a serious talking to!
An error occurred while saving the comment Julie Sutton
commented
See so many users commenting on this pretty much every day - just wondering if anyone from Xero @xero is going to comment at any stage and provide an update ? Lets be honest this isn't a new request ...
Julie Sutton
supported this idea
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246 votes
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.
An error occurred while saving the comment Julie Sutton
commented
@Katie - and the expected payment date is ESSENTIAL for the short term cash flow forecast in Xero analytics!
Julie Sutton
supported this idea
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581 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…
An error occurred while saving the comment Julie Sutton
commented
@antoinette - In the UK here and I've started regularly commenting on their social media posts ....... "canned" text responses obviously but I keep on .....
An error occurred while saving the comment Julie Sutton
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Anthony - the update above is it - don't expect anything to happen on the request for a good few years if ever! Been waiting for things like supplier statements and "paying" creidt notes for years and that's not on the road map either! Have asked Xero to share their roadmap but they never do .....
But its ok - "New invoicing" is here (which is truly awful - but hey ho!)An error occurred while saving the comment Julie Sutton
commented
Sadly when Xero first appeared on the market, it felt quite revolutionary - however feel they have been sitting on their laurels for far too long and it feels they are now lagging behind and have no idea how to catch up
Julie Sutton
supported this idea
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917 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…
An error occurred while saving the comment Julie Sutton
commented
@Sarah - one HUGE downside of marking a bill as paid before its actually paid is that it disappears off the short term cashflow forecast in Xero ..... I have queried this with Xero and been told "thats how its supposed to work"
Somewhat crazy functionality!
There is "suggestion" here if you would like to add to it https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46818148-analytics-plus-include-bills-with-future-dated-p
An error occurred while saving the comment Julie Sutton
commented
Chris - the same across all the main suggestions of what most of us consider "fundamental" basic requirements (this, supplier statements, ability to "pay" credit notes, reports showing debtor days to name bit a few)
These boards are basically ignored by Xero or a cursory response once in a while as "not on the road map" - pointless! And beyond frustrating... to be honest it is just laughable
An error occurred while saving the comment Julie Sutton
commented
Users have been asking for this basic functionality for a long time yet Xero choose to continue to blatantly ignore the issue along with other basic requirements despite users asking - really don't see the point of these "ideas" as Xero ignore basically all of them. Even if they gave time frame it would be something .. but nothing!
ANY RESPONSE FROM A XERO EMPLOYEE ??
An error occurred while saving the comment Julie Sutton
commented
Chris Curlett - not in Xero but you may want to look at EzzyBills which has approval workflows in place. INvocie wont be in Xero until fully approved though - Have to pay for it but it does integrate with Xero ....
Invoice wont be in Xero and so not visible though until approved in EB so not so great for reporting
An error occurred while saving the comment Julie Sutton
commented
I've commented too - and also mentioned about not being able to include credit notes in a payment run and having to allocate credit notes to totally random unrelated invoices
Julie Sutton
supported this idea
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4 votes
An error occurred while saving the comment Julie Sutton
commented
This used to be available in the old style management report and was a massively useful report for us too. But when they moved to the new reporting, that report got unceremoniously dumped!
Julie Sutton
shared this idea
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122 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
An error occurred while saving the comment Julie Sutton
commented
@ashleigh - you don't - its a line by line report. All you can do is work out the days for each invoice then average them out at the end. Its a rubbish workaround that Xero thinks is acceptable! Crazy omission that should be standard in any accounting package
An error occurred while saving the comment Julie Sutton
commented
@xero - it seems every idea on this forum gets the standard Xero response of "not on our roadmap" - does make we wonder what is on the roadmap ?
It certainly doesn't seem to include anything that any of your users actually want or need!Julie Sutton
supported this idea
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4 votes
An error occurred while saving the comment Julie Sutton
commented
I too have raised this issue with Xero. Told it is "working as designed" - which in terms of a cashflow forecasting tool makes it almost redundant in many ways.
It is only when the invoice gets paid and the Xero bank balance gets updated it is then reflected in the forecast.
Absolutely
The advice I got from Xero? Add it to the product ideas (which lets face it generally means the response will be "its not on the road map" and we don't intend changing it - mind blowing that future payments are just removed from the forecast
Julie Sutton
supported this idea
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543 votes
An error occurred while saving the comment Julie Sutton
commented
Adrian - try messaging them on X ...... I think we should all bombard them on there as they clearly take no notice of these boards
An error occurred while saving the comment Julie Sutton
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Janie - I know - feels like total and utter disrespect for their users. They seem to take no notice of these boards / ideas AT ALL which in reality are what I consider basic accounting software needs - these are not wants! I have taken to commenting on social media when I see a post from them - we all need to take to X, Facebook etc and bombard their sites with our comments - maybe then they'll take notice ?
An error occurred while saving the comment Julie Sutton
commented
To be honest these suggestions on this board are a total waste of time - Xero really don't seem to take any notice of what their users actually WANT. As Alison a said about the new invoicing it is awful - really not sure what users Xero are using for testing - if any!
An error occurred while saving the comment Julie Sutton
commented
I get Xero popping up on my news feed on facebook and often comment on there about the ever growing list of limitations in Xero! And such basic stuff ..... This, no customer payment days report, no supplier statements, no supplier credit limits, inability to flag invoices as in dispute / do not pay ...... The list goes on ..... And Xero dont respond on these boards, never seem to progress any of these "ideas" (that are basic accounting software requirements to me!) I question why we continue to use this software ......
Julie Sutton
supported this idea
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499 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Julie Sutton
commented
Petition for Xero Executives Regarding Alleged "Improvements"
https://central.xero.com/s/question/0D53m00009n36b9CAA/petition-for-xero-executives-regarding-alleged-improvementsShould start the same for the whole suppliers process!
Julie Sutton
supported this idea
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92 votes
An error occurred while saving the comment Julie Sutton
commented
Given how different customers and suppliers reporting seems to be, I guess the underlying design of these modules is a lot different.
But yes - an accounts package without credit limits for suppliers is a serious oversight!An error occurred while saving the comment Julie Sutton
commented
To be honest the whole supplier process in Xero is awful - no credit limits, no disputed flag available, no supplier statements, inability to "pay" credit notes as they have to be allocated to totally unrelated invoices .... whoever designed this module needs a serious talking to!
An error occurred while saving the comment Julie Sutton
commented
@melanie - yep - to be honest, I think the whole supplier side of Xero is shocking! So much basic functionality is missing ..... If I know now what I was told back when we moved, I think I would have thought a bit longer about moving to Xero ....
Julie Sutton
supported this idea
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240 votes
An error occurred while saving the comment Julie Sutton
commented
At the moment I have to run the receivable invoice summary and mess with it in excel every time for a specific client and then look up every single client as I'm going through updating invoice due dates for cash flow purposes - such a waste of time every week and yet another basic functionality missing in Xero ..... :(
An error occurred while saving the comment Julie Sutton
commented
Still no comment or update from Xero on this request ?
Why does it take so long ?
None of the ideas on tis forum ever seem to progress ... so frustrating and seriously considering a move back to SAGE as so much basic functioanality is missing from XeroAn error occurred while saving the comment Julie Sutton
commented
Would like a report to be able to see a list of contacts together with their average payment days - I know this can be seen on each contact but its very inefficient to look this up for each client one by one.
use this information to update our 30 day cash flow in Xero but also need to use for longer term cash flow forecast reporting too and would be so much more efficient to be able to import a single list.Yet another simple report in SAGE that is missing from Xero
Julie Sutton
supported this idea
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419 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Julie Sutton
supported this idea
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totally agree - its terrible to look especially as most people now work with big screens!
Only way I can work round it now is to have Xero open in completely separate window when using NEW INVOICING that I can zoom out of
Bit agree its not a great solution