Settings and activity
72 results found
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64 votes
It's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
Chris Curlett
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30 votes
An error occurred while saving the comment Chris Curlett
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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 Chris Curlett
commented
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..
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
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24 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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12 votesChris Curlett
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190 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Chris Curlett
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16 votesChris Curlett
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101 votesChris Curlett
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428 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Chris Curlett
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3 votes
Hi everyone, while we do have lock dates that'll allow you to stop changes being made to transactions during a past period. We appreciate there are improvements you'd like to see in lock dates that'd further enhance these for you. We don't have any plans for this change atm but we'll keep a track of the interest here and share if there are any changes planned.
Chris Curlett
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12 votesChris Curlett
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9 votesChris Curlett
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24 votesChris Curlett
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86 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Chris Curlett
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48 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
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125 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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80 votes
Thanks for your input and letting us know how useful being able to show formula rows as %'s would be when reporting from Xero.
This is something our team have plans to pick up work for soon and for now we'll move to Under review, I'll return to share as this moves along 😊
An error occurred while saving the comment Chris Curlett
commented
This is a great idea and would be a real help
Chris Curlett
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80 votesChris Curlett
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28 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
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46 votes
An error occurred while saving the comment Chris Curlett
commented
This would be a huge help
Chris Curlett
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A great improvement XERO.