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26 results found
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143 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 An error occurred while saving the comment 
Julie Sutton
commented
Tim - yep totally crazy! Weve been lookng at laternaitve systems to move to and when demo'd the sales teams cannot believe why I would even ask if this report is avaialable as "of course it is" .. haha - if only - welcoem to the world of Xero!
And yes - I spend probably 2-3 hours a week checking up between the outstanding invoices screen and each inidividual customer record for average payment days then updating as neccessary.
Such a waste of time for somethnig that would be so simple to implement.
It all adds up - I'm currently working on a costed business case to move to an altentive platform and its crazy when I look at the cost of the wasted hours in Xero for this along with so many other issues
An error occurred while saving the comment Julie Sutton
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@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
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@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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1,145 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.…
An error occurred while saving the comment Julie Sutton
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@William Hofer at just 2 years this is still a new idea - "ideas" (aka basic functionality_ that was suggested almost 10 years ago still hasn't been progressed let alone implemented!
An error occurred while saving the comment Julie Sutton
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Anna - I spoke to someone from Xero recently and asked this question about a roadmap - got told that this isn't something that is available that can be sent out.
Crazy ........
No one has any idea what is happening and the planned fixes and improvements as nothing ever gets communicated and you cant talk to anyone at Xero about any of it
And it feels like Xero don't know eitherJulie Sutton
supported this idea
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355 votes
An error occurred while saving the comment Julie Sutton
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Xero communication is non-existent on this and many other issues. One of the worst companies Ive ever had the misfortune to deal with from this aspect. They just do not seem to understand basic everyday bookkeeping tasks that their clients need to deal. This along with alot of other missing basic functionality and errors they don't even see as being errors (future dated payments in the cash flow forecast for example) is why we are currently investigating other software to move away from Xero
An error occurred while saving the comment Julie Sutton
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Jason - no nothing is happening - and nothing has ever happened on this subject and the "idea" has been around for years - yet another missing basic functionality in Xero
An error occurred while saving the comment Julie Sutton
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@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
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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
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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
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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
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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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376 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 Julie Sutton
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Why oh why is nothing happening with regards to the display ?
with the way it is set out now, I have to scroll across just to see the full digits in the total amount columnThe whole page is in way too large font whereas in classic, everything is clear, precise and easy to read.
Attachment shows the same view comparing new and classic - classic is so much more useable. Time is running out to make these view changes that so many are asking for
An error occurred while saving the comment Julie Sutton
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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
Julie Sutton
supported this idea
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290 votes
An error occurred while saving the comment Julie Sutton
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Been asking for this for 10 years now - really don't understand what is so complicated ....
Come on Xero - this is such a basic requirementAll we want is a report of a filed that already exists in Xero
An error occurred while saving the comment Julie Sutton
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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
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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
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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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167 votes
An error occurred while saving the comment Julie Sutton
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Annette - this "idea" (also known in the real world as basic functionality!) has been around for close to 10 years and Xero have done absolutely nothing about it and won't even give a possible roadmap of when they will!
so don't hold your breath! And users just have to deal with it
The usual Xero contempt
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
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Robin Hemsley - exactly. This is what users have been asking for. Allocating credits (on both the sales and purchase side!) to totally unrelated invoices doesn't make any sense at all.
Yet Xero choose to continue to blatantly ignore the issueAn error occurred while saving the comment Julie Sutton
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This has been on customers "want" list for years - but Xero never do anything about it - no idea why ...
Yet more basic functionality missing - the whole supplier side of the Xero software is awful ... credit notes, statements, nowhere to put a credit limit ....
An error occurred while saving the comment Julie Sutton
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I just despair of Xero to be honest - the supplier side is atrocious with no improvements looking likely, their "new" reports from July means the loss of a couple of reports that I currently run and cant even recreate moving forwards - I have to re write the report I need every month from July ..... All just cosmetic changes and no improvement in functionality....
Julie Sutton
supported this idea
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677 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
Julie Sutton
supported this idea
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87 votesJulie Sutton
supported this idea
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741 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 Julie Sutton
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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
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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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286 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.
Julie Sutton
supported this idea
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620 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 Julie Sutton
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@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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767 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
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@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
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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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1,082 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Julie Sutton
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@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
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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
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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
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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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5 votes
An error occurred while saving the comment Julie Sutton
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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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6 votes
An error occurred while saving the comment Julie Sutton
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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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751 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 Julie Sutton
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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
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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
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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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610 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
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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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142 votes
An error occurred while saving the comment Julie Sutton
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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
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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
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@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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538 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
Julie Sutton
supported this idea
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565 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
Julie Sutton
supported this idea
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The most ridiculous point about this is that the field is in the system on each clients CONTACT record - yet they cant seem to pull together a simple report that pulls this field out of each clients record ....
You couldn't make this stuff up .....