Settings and activity
64 results found
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780 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 An error occurred while saving the comment 
Chris Curlett
commented
One of the real issues I have with Xero Invoicing is that once it is approved and sent to a customer as the final invoice, All good
However, a Xero user can change the invoice, including its value, after it has been approved and sent out. This means you can have several invoices with the same number and differing amounts. Imagine how many versions of the same invoice there are. This is a recipe for fraud as an employee can continue issuing invoices.
It seems to me there may be a need for this with some users however, the risk just seems too large to me. It seems simple to place an on/off “switch” in the default system, saying that once an invoice is approved, it can not be changed but has to be reversed and reissued. This means the new invoice will have its own invoice number as a part of the audit trail.
To leave an invoice open to be changed is a real risk.
An error occurred while saving the comment Chris Curlett
commented
This shows the lack of testing - what have the software been doing for so king to have so many issues that still require work?
iT would be better if they implemented the suggestions that are supported by users.
An error occurred while saving the comment Chris Curlett
commented
XERO - TRUST YOUR USERS. If the new Invoicing is so good let your users transfer when they are comfortable with it rather than treating them like children and forcing them to change!
Come on and show some respect for your users who pay your wages!
An error occurred while saving the comment Chris Curlett
commented
Come on XERO stop being directorial and let your most valuable asset, your customers, decide which version of XERO they want to use.
Your customers know more about their business than you so give your customers the respect they deserve and stop being so dictatorial.
KEEO THE CLASIC INVOICE AS AN OPTION
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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33 votes
An error occurred while saving the comment Chris Curlett
commented
This would be a huge help to manage receivables. It could be an option under "more".
An error occurred while saving the comment Chris Curlett
commented
Last Payment Date on the Accounts Receivable Report. Have the "Turn on/off" this so the user can see when a Customer last paid. It would be very helpful to see this, especially with recalcitrant Customers.
Chris Curlett
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13 votesChris Curlett
supported this idea
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238 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Chris Curlett
supported this idea
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24 votesChris Curlett
supported this idea
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123 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Chris Curlett
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20 votesChris Curlett
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17 votesChris Curlett
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28 votesChris Curlett
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89 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
Chris Curlett
supported this idea
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63 votes
An error occurred while saving the comment Chris Curlett
commented
This is all a great idea and should be easy enough to implement. It would look a lot more professional and save having to write the details on the receipt as we do now.
Come on XERO this cannot be too complicated.
Chris Curlett
supported this idea
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154 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
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84 votesChris Curlett
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81 votes
Hi team, we appreciate wanting more flexibility in expense permissions and that for some businesses a multi-level approval process is necessary.
Though we are continuing to develop Xero expenses to encompass more tools and features our customers are after, we want to be upfront that we don’t have any plans to change expense permissions on our current roadmap.
We will continue to assess your feedback and consider ideas like this as our plans evolve. If there is any change we will share an update.
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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53 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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15 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
Chris Curlett
supported this idea
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421 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
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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515 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Chris Curlett
supported this idea
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154 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
Chris Curlett
supported this idea
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28 votesChris Curlett
supported this idea
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Hi Laurette and for those who want the ability to change invoices and those who do not I suggested a on/off "switch" to cater for everyone's needs. I saw this as an easy solution to cater for individual needs.
It is important to have the software cater for the needs to the user and I thought this would provide for that..