Settings and activity
21 results found
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
350 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
Accounts & Admin
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2 votes
Hi there 👋, thanks for reaching out to our Xero Support team and clarifying the difference between your idea here from the one we merged to. Apologies for this oversight - I've restored your idea here.
While increasing the character limit of a bills description when invoicing from a project isn't something we have plans for atm, we can gauge the interest from community in this and will update you if there's any progression.
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4 votes
Thanks for sharing, Katie. We don't have any plans for adding this within Xero atm, however if working on a desktop you can use Home button on a Windows, or on a Mac you can press the Command key + Left arrow. This should help when navigating a long list such as reports like you mentioned.
Accounts & Admin
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38 votes
Appreciate the short videos and can see what you're saying, Chris - Have you raised a case with our Xero Support team about the slowness in loading?
Actual slowness in the page loading are issues that we'd like to dig into deeper as they aren't occurring for all users so it'd be good to be able to investigate one on one with our Xero Support team who can escalate if needed. Thanks
An error occurred while saving the comment Accounts & Admin
commented
I literally upgraded my Mac due to this problem
Accounts & Admin
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8 votes
An error occurred while saving the comment Accounts & Admin
commented
Need to be able to bulk select items to move them together as a group instead of one by one
An error occurred while saving the comment Accounts & Admin
commented
Sort Line Items by Criteria (e.g. Alphabetically) – An option to sort line items alphabetically or by another chosen field would be helpful for organising large invoices and making them easier for clients to read.
Accounts & Admin
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26 votes
Hi everyone, thank you to everyone that participated in our teams survey from my last update. We appreciate your insights and these continue to help inform our teams of where they can best focus their efforts, as they continue to develop invoicing.
We don't have any plans at this stage to increase the Description field character limit from 4,000, however we're interested to continue tracking the interest in community and understand what the optimal amount of characters would be for our customers.
If there are any changes we will share an update with you all, here.
An error occurred while saving the comment Accounts & Admin
commented
I created a new thread about the character limit and it was merged with this thread: "We wanted to let you know that an idea you follow has been combined with a similar idea so we can consider them together." However it's not the same thing as my issue revolved around generating invoices via the Projects add-on and the character limit is MUCH less than 4000 characters!
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2 votes
While we don't have any work planned for being able to move multiple lines at a time, I've slightly adjusted the title of the idea here for this specifically, and we'll continue to track the interest for adding multiple lines at once from this idea.
If there are any plans made we'll share update on each idea respectively. Thanks
An error occurred while saving the comment Accounts & Admin
commented
Improvements that would make working with invoices much more efficient:
Bulk Select and Move Line Items – The ability to select multiple line items and move them together up or down in an invoice would save a lot of time, especially for longer invoices.Accounts & Admin
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26 votes
An error occurred while saving the comment Accounts & Admin
commented
Please add markup settings to Projects.
An error occurred while saving the comment Accounts & Admin
commented
It seems like such a standard requirement and a clear oversight for a 'project' based app. There are other issues which I can live with but this one is by far the most critical issue affecting the bottom line.
An error occurred while saving the comment Accounts & Admin
commented
Frustrating and time consuming. We run a building company on a cost plus basis. Not being able to set a default margin rate on bills costs me hours every week during peak times. To get around this, I sometimes create a tracked expense and assign multiple bills at once with the desired margin rate. This isn't ideal of course because it doesn't reflect the actual cost to us and so the profit figures become inaccurate... not sure what to do about this moving forward. Might need to move away from Xero Projects.
Accounts & Admin
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22 votesAccounts & Admin
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1 vote
Hi there 👋, appreciate you raising this through product ideas in the hopes of getting more attention for this issue.
I've taken a look and can see your communications with our Xero Support team, and that this has been raised directly with our product teams. While I have also shared your feedback directly with product on this, I want to be open that the best method to stay updated will be with our specialists via your case on Xero central. As soon as they have any updates they will share with you. I'll soon remove your post from the ideas forum here.
In the meantime, as they suggested the best solution would be to raise the invoice through Sales and then assign the invoice to your Project.
Accounts & Admin
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5 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
Accounts & Admin
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5 votes
Hi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
Accounts & Admin
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215 votesAccounts & Admin
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66 votes
Appreciate your input here, everyone. Our team has looked into this idea to better understand the needs and complexities involved, however they don't have any concrete plans for it just yet.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Accounts & Admin
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5 votesAccounts & Admin
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137 votes
An error occurred while saving the comment Accounts & Admin
commented
provide placeholder for date/day because sometimes we want to show timeline for the customers
Accounts & Admin
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196 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Accounts & Admin
commented
So frustrating that Xero made these changes which were not needed and can't be removed. I've emailed support and they had nothing better to say than share your thoughts on our customer feedback page, which is a complete waste of time as Xero staff either don't bother reading the posts or don't listen, not sure which but never seen them actively fix anything that customers complain about in the forums.
Accounts & Admin
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58 votes
Hi everyone, we appreciate the interest in being able to display logos as you need. There are a few different situations mentioned in feedback here and we want to explain and help clarify how logos are shown when using Xero.
The first is how your organisations logo is shown within the invoice email sent to your customer. This is taken from the organisation settings page. There was a period that impacted some customers where the logo quality was being reduced when sending with new invoicing. Taking on board feedback our team implemented a change in new invoicing so this should now be appearing correctly - If you’re finding your logo quality is not showing correctly in the invoice email please do raise a case with our team and they can investigate more on this with you individually.
The second place the logo is shown is on the PDF of…
Accounts & Admin
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An error occurred while saving the comment Accounts & Admin
commented
Pointless to write here as Xero never bother fixing issues.
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102 votesAccounts & Admin
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155 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Accounts & Admin
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To clarify:
The character limit is only 86 characters. The truncation happens when a Bill is assigned to a Project. Line item descriptions then load into the Project incomplete and this carries over when an Invoice is generated from within the project.
The issue therefore lies somewhere between PROJECTS add-on and BILLS - where bill line item descriptions are cut to just 86 characters (99 including spaces) due to a database limit. The shortened description is then carried over to INVOICES generated from within Projects and the only workaround is to copy/paste the original bill description for each line item into the corresponding invoice line item. The 86 character limit is excessively small and causes unnecessary rework. This is not to be confused with the 4000 character limit applied in Invoices which is discussed in another project idea thread.