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54 results found
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152 votes
An error occurred while saving the comment An error occurred while saving the comment 
Chris Curlett
commented
I so agree. This very overdue and has a lot of support so XERO will ignore ot - as is their previous practice.
An error occurred while saving the comment Chris Curlett
commented
This is such a basic feature sorely it can be added very simply. XERO please stop producing changes that are not supported by users (New Invoicing) and fix what is needed.
An error occurred while saving the comment Chris Curlett
commented
It is normal for Xero to ignore suggestions by Users. Look at all the suggestions where there are over 500 supporters however Xero ignore it or provide a sanctimonious response.
An error occurred while saving the comment Chris Curlett
commented
I need to create a specific report using the data in XERO by exporting the XERO T/Balance into EXCEL. I can see how to do this however I want the exported report to include the XERO accounts with a zero balance. I can then automate the process of grouping accounts in EXCEL to create a specific report. The exported T/Balance will have ALL cells in it in a standard order, be their data in them or not, at all times allowing for my report to capture the cell data on all occasions to create the management report. take the T/Balance.
I hope this maks sense!Chris Curlett
supported this idea
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98 votes
An error occurred while saving the comment Chris Curlett
commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go
An error occurred while saving the comment Chris Curlett
commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go.
Chris Curlett
supported this idea
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78 votes
An error occurred while saving the comment Chris Curlett
commented
This would be great especially as a granular improvement to the permissions. They are far to generic as they are and need improving. For more important than the new Invoicing system!
Com on XERO - help the users
An error occurred while saving the comment Chris Curlett
commented
Agree totally. Staff have far to much access to aspects in XERO as the permission system is far to general and non-specific.
Chris Curlett
supported this idea
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70 votes
An error occurred while saving the comment Chris Curlett
commented
This is a great idea and would be a real help
Chris Curlett
supported this idea
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63 votesChris Curlett
supported this idea
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174 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Chris Curlett
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 Chris Curlett
commented
I still fail to understand why XERO is pressing the new Invoicing so much when there are so many other suggestions by users that are well supported (200+ in favor) but XERO will NOT implement.
The new invoicing is a shambles.
XERO PLEASE ADVISE US
1. why you constantly ignore the constructive suggestions by users.
2. why you are implementing the new system with such fervor.
There is so much that needs to be improved in the current system that has been requested by hundreds of users please do this first. Diverting resources as you have to the new invoicing just makes no sense.
IGNORE YOUR CUSTOMERS AT YOUR PERIAL
Chris Curlett
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 Chris Curlett
commented
Frankly the post regarding the reasons for changing away from Classic is a exercise in commercial spin with a total lack of detail. It is a "trust us - we know what we are doing" statement despite the fact we have failed to even do basic testing - if we had we would have found the issues users are complaining about.
Come on XERO postpone the launch and put the effort into the IMPROVEMENTS USERS WANT and make a real difference.
An error occurred while saving the comment Chris Curlett
commented
Thanks for the update Julie
I have also explained my issues to our Auditors and said how the number of issues in XERO left it open to being used for fraud. I went through the lack of security and options in the permissions and the facet invoices can be changed after being sent out. Also the issues that XERO just ignore and do not fix.
I expressed my view to the Auditors that XERO was very below par compaired with other options and that people were starting to move away to other packages.
Then their is the new invoicing issues and the dogmatic attitude of the "leadership team" and how it looked so third rate compared to other packages. For so many issues to be outstanding demonstrates a total lack of testing by XERO.
Then there are the number of issues supported by users but ignored for YEARS despite 200+ users supporting the change.
The Auditors were interested especially at the potential Fraud exposure and failure of XERO to address improvements.
The 'leadership Team" is a joke as their seems to be no leadership!
Perhaps the Auditors will stop recommending/pushing XERO!
An error occurred while saving the comment Chris Curlett
commented
Damon I do agree with you however the issue I believe is far greater than just the Invoicing issue.
XERO ARE NOT LISTENING TO USERS AND WHAT THEY NEED.
Look at the number of improvements that 100's of users have supported but nothing has been done to implement them. The Users suggestions are constructive however because the users suggest them, they are ignored.
This needs to change or people will vote by going elsewhere - some have said they are already looking around already.
XXERO needs to up its performance and recognize that the program is failing in many places.
An error occurred while saving the comment Chris Curlett
commented
OK A LOSS TO XERO DUE TO THEIR ATTATUDE!
GOOD LUCK
Others may follow you
An error occurred while saving the comment Chris Curlett
commented
XERO - What are these ..."There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version"
Facts would be nce
An error occurred while saving the comment Chris Curlett
commented
VERY WELL PUT KELLY. Given the mess it is in I do believe the Product Development Team were a figment of XERO's imagination. They have consistently stalled on other changes.and really failed on this one.
An error occurred while saving the comment Chris Curlett
commented
Lloyd - another one is Infusion at https://www.infusionsoftware.co.nz/
They are really good and have been around for many years. Very smaller to XERO and FAR more responsive with Telelphone real time support. Also will help with applications etc.
Worth a look
An error occurred while saving the comment Chris Curlett
commented
If this was true XERO, then you would have been actively improving the site following the many, many constructive user suggestions. You have not been doing this but have simply embarked on something driven by your software people NOT the users - look at all the constructive user suggestions you just ignore or make condescending comments on.
Please also start to Listen to users and what they need improved rather than making condescending excuses.
A COMPANY THAT WILL NOT LISTEN TO THERE CUTOMERS WILL PAY THE PRICE
An error occurred while saving the comment Chris Curlett
commented
You are so right Damon - but the XERO rule is if users want something lets double talk them and do something that is not wanted - like the new invoice!
It is crazy for a supplier not to listen to its customers - I do not understand why XERO treat us with such contempt.
An error occurred while saving the comment Chris Curlett
commented
Julie and Damon
I have started to print the comments I see about not just New Invoicing however other issues as well where the ZERO team is failing to perform. KEEP CONTACTING them.
I will deliver the printed copies to the Auckland Directors personally at their homes in the hope if they know what is happening then they may do something about the XERO non-performance.
ALSO
If I get enough support, I may be able to have a item ADDED to the next XERO AGM under general business. I have been successful in the past however it takes a lot of work
Keep sending commnets and you never know they may one day pay attention!
An error occurred while saving the comment Chris Curlett
commented
Come on everyone let's support Lloyd and email our comments direct to Directors of XERO at the email address below.- we may even get some action!
An error occurred while saving the comment Chris Curlett
commented
Another way to bring it to the attention of the Directors may be to email the Company Secretery direct and ask comments to be passed on to the Chairman/Directors. This may get around the Gate Keepers within ZERO.
An error occurred while saving the comment Chris Curlett
commented
Lloyd - I have thought of the same approach
Attached is a list of XERO Directors from around the world however I do NOT have email addresses. Maybe someone can search these out or start posting (snail mail) letters to the.
It is time we started to stand up and by-pass the "gate Keepers" within XERO.
An error occurred while saving the comment Chris Curlett
commented
I do so agree with Damon - Keep the old system
Do not break that which is working.
I still have not been told WHY these changes have to happen
An error occurred while saving the comment Chris Curlett
commented
PLEASE PLEASE PLEASE reinstate the ability to create a Repeating Invoice from a draft invoice
I SO AGREE WITH THIS
Chris Curlett
supported this idea
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199 votes
An error occurred while saving the comment Chris Curlett
commented
Come on Xero - this is basic and goes back to 2022 but nothing has happened. How many users are needed to say their is a problem before something happens.
Permissions are at the hart of a system and the current levels leave the system open to Fraud!
Chris Curlett
supported this idea
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40 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
An error occurred while saving the comment Chris Curlett
commented
Come on XERO how about responding to User Suggestions and improvements. This is a great idea and gaining support so it would be worth implementing, esp if you start losing customers by not supplying it!
Chris Curlett
supported this idea
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21 votes
Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
An error occurred while saving the comment Chris Curlett
commented
The approval system needs to cater for all levels of approval throughout the system. This should also extend to what people see so staff access is much better managed.
This is basic as the current levels of permissions are woefully inadequate.
Chris Curlett
supported this idea
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109 votes
An error occurred while saving the comment Chris Curlett
commented
This would be soo good to have and thanks for the follow up.
It seems that Xero have a habit of using platitudes but little (if any) changes seem to be made.
Really the concept of a user suggestion system that is ignored is very condescending towards those who make the suggestion.
Perhaps we need to find the directors phone and email numbers and contact them direct = that may wake up the Xero Management!
Chris
Chris Curlett
supported this idea
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36 votes
An error occurred while saving the comment Chris Curlett
commented
This would be a huge help
Chris Curlett
supported this idea
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194 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Chris Curlett
supported this idea
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5 votesChris Curlett
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.
An error occurred while saving the comment Chris Curlett
commented
Come on Xero - 600+ people want something done here. Please do something rather than just ignore the users.
If you are not going to help users, then stop the charade of this suggestion site
Chris Curlett
supported this idea
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543 votes
An error occurred while saving the comment Chris Curlett
commented
Perhaps someone should lodge an "IDEA" that Xero should start responding to user requests for improvements rather than just occasionally issuing a "WE ARE LOOKING AT YOUR SUGGESTION BUT DO NOT REALLY CARE ABOUT USER SUGGESTIONS" response.
It is all very condescending, really.
Another option may be to raise the lack of response to user requests at the XERO AGM under general Business (if you have shares in them). They are very aware of their image and this may start something.
Chris Curlett
supported this idea
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87 votes
An error occurred while saving the comment Chris Curlett
commented
The new layout is a mess. It would be better if they addressed some of the users requests with 500+ votes in favor rather than spending time breaking the Invoice system that is working!
Come on Xero do something that Users WANT done!
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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 Chris Curlett
commented
Frankly ... I feel with this number of supporters XERO treats users with contempt. This "suggestion site" is a sop to users and from ZERO's possition is merely an unwanted necessity!
Come on Xero - prove me wrong!
An error occurred while saving the comment Chris Curlett
commented
XERO SEEM TO TREAT USERS WITH CONTEMPT. They ask for what the user wants, then when there are 100’s of votes for something, Xero just ignores the request. Their concern seems to be just window dressing.
Users who have shares in Xero should ask about this in General Business at their AGM
An error occurred while saving the comment Chris Curlett
commented
DEFINITELY needed in the Construction/Contracting industry where the Bill may be subject to Retentions and may not be payable for some time - even years - dependent on the Contract
An error occurred while saving the comment Chris Curlett
commented
This also applies equally to Bills. XERO fails to have a system when Approval is required by two or more people prior to a bill being paid. This failure allows a greater level of Fraud as one person can control the payment of bills. NOT GOOD FROM A AUDIT PRTSPECTIVE!
By having a system/flag that has to be cleared prior to a Bill being approved means that at least there is a warning that a Bill should not be paid as it is under review. It is a visual prompt and also will stop the accidental approval/payment of a Bill
Naturally having a multi Approval system would resolve this issue!
An error occurred while saving the comment Chris Curlett
commented
A very good idea as it highlights bills in dispute sp they are not paid in error. It would also be helpful to add a note that could be completed as to why the Bill is in dispute
Chris Curlett
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11 votesChris Curlett
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Rosie - you are so right this is a basic missing feature that is so important.
XERO this is well supported and needs to be fixed as per users requests. Come on and stop stalling..