Settings and activity
49 results found
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57 votes
Bee Hesketh
supported this idea
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9 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Bee Hesketh
supported this idea
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An error occurred while saving the comment -
8 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Bee Hesketh
supported this idea
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57 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Bee Hesketh
supported this idea
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50 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
Bee Hesketh
supported this idea
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53 votes
Hi everyone, thanks for sharing and engaging here.
We've reviewed your idea and now it's up to the community to get behind and support it. We will monitor this space in the meantime for more traction.
Bee Hesketh
supported this idea
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105 votes
An error occurred while saving the comment Bee Hesketh
commented
It's been years without an update. Any update on this Xero?
I can see you've implemented scheduled sending for standard invoices. But yet again, repeating invoices are left in the dark ages.
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
This should probably be considered alongside this "product idea" which has been marked as 'in discovery' - https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/44960947-email-settings-specify-date-time-to-send-transac
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
It doesn't even need to be a specific time. We just want them to be sent during waking hours and not in the middle of the night.
Again, we have to send all of our invoices manually because of this limitation.
An error occurred while saving the comment Bee Hesketh
commented
How difficult is this to setup really? Come on Xero this is so important! We have to manually send all of our repeating invoices, which could be automated if it weren't for this. Such a waste of time
An error occurred while saving the comment Bee Hesketh
commented
Getting really sick of not being able to automate the sending of our invoices because of this. Very frustrating!
We don't even need to specify a specific time, just make it so that it is during the daytime in our country.
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you get round to bringing repeating invoices in to the 21st century? The lack of this feature means we have to send all of our invoices manually every month.
An error occurred while saving the comment Bee Hesketh
commented
I complained about this to Xero and their solution is to set repeating invoices to be drafts and then manually send them all. Thus making the process even less automated. Great.
An error occurred while saving the comment Bee Hesketh
commented
This is becoming a real bugbear for us now. Please fix!
An error occurred while saving the comment Bee Hesketh
commented
Surely at the very least you can set these to send within business hours if we give you our timezones? Come on Xero.
An error occurred while saving the comment Bee Hesketh
commented
Around 90% of our invoices are repeating. All of these get sent out just after midnight.
It looks so unprofessional. I don't even want to be able to set a specific time. I would just like it to be at a more reasonable time that isn't the middle of the night for our customers.
An error occurred while saving the comment Bee Hesketh
commented
This really is a must. Even if you can only set a single time/window for all repeating invoices in general. Anything to stop them going out at night would be helpful for us. Seems really unprofessional to get an invoice in the middle of the night.
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729 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
An error occurred while saving the comment Bee Hesketh
commented
I still don't see how to do this for repeating invoices? Our repeating invoices are still being sent out automatically at 2am (seriously unprofessional). So we are still having to send our hundreds of monthly repeating invoices manually.
Why is it that repeating invoices are constantly left in the dark ages? I don't understand why you merged these product ideas to then totally ignore the hundreds of votes on this specifically for repeating invoices.
An error occurred while saving the comment Bee Hesketh
commented
Great to hear that this is finally in development. I hope repeating invoices are being included in this development.
An error occurred while saving the comment Bee Hesketh
commented
Any progress? This is wasting a lot of time for us having to send invoices manually, all the while getting regular big price hikes from Xero.
An error occurred while saving the comment Bee Hesketh
commented
This needs to apply to repeating invoices too. Our repeating invoices get sent out at about 2am which is very unprofessional. We simply want them to be sent during waking or working hours.
An error occurred while saving the comment Bee Hesketh
commented
We are now paying almost double what we started out paying Xero over 5 years ago, and we are still unable to automate the sending of our invoices because the UK isn't Xero's default timezone.
This is a vital feature.
Please include repeating invoices in this: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45048526-repeating-invoices-schedule-a-specific-time-for
An error occurred while saving the comment Bee Hesketh
commented
This is also an issue for repeating invoices. In fact, it is our main issue with this. Our repeating invoices get sent out at 2am. So we have to manually send all of our invoices during working (or waking hours) to avoid this.
Please also apply this to repeating invoices.
An error occurred while saving the comment Bee Hesketh
commented
We have been waiting years for this. We have to manually send all of our invoices because otherwise they get sent at 2am which is so unprofessional.
I don't understand why it isn't already setup on a country by country basis. We are all paying the same subscription, but we don't all receive the same service depending on timezones.
Please make it possible to at least only send emails during working hours on working days.
Bee Hesketh
supported this idea
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56 votes
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
About half of the world's population start their week on a Monday - https://www.timeanddate.com/calendar/days/first-day-of-the-week.html
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Please fix this. It is archaic.
An error occurred while saving the comment Bee Hesketh
commented
This would be really useful. I don't know any businesses personally who start their week on a Sunday.
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27 votes
Thanks for your feedback, Sally. We appreciate there may be different preference for this.
You're right this was a brief change that was made in invoicing however in consistency with how calendars appear in other areas of Xero this has been changed back and we also received feedback for calendars to run Sunday - Saturday.
While we will track the interest from others in this here we want to be upfront that we don't have any further plans for changing start dates of this calendar.
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
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28 votes
Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
This would be so beneficial for our business. It would help us actually get paid... Surely one of the most important features of accounting software?
An error occurred while saving the comment Bee Hesketh
commented
Any movement on this? This would be helpful to so many users. Especially those with direct debits for some clients.
Bee Hesketh
shared this idea
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243 votes
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero it's been over a decade since this (very basic) feature was requested
An error occurred while saving the comment Bee Hesketh
commented
Can't take GoCardless payments until the invoices are generated. If this falls on a weekend (especially a bank holiday), GoCardless only count working days so it means we go an additional 2-3 days (on top of the 5 days) without receiving payment. Not good for cash flow.
Not to mention that it is annoying having to login to do the accounts in the middle of a bank holiday.
An error occurred while saving the comment Bee Hesketh
commented
Still waiting...... Come on Xero. When are you get round to bringing repeating invoices in to the 21st century?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero...... This is such a necessity. It bugs me that it's even down as a 'product idea' when it should be a standard feature.
An error occurred while saving the comment Bee Hesketh
commented
I'm so sick of the lack of the most basic features for repeating invoices. I thought Xero was supposed to make running a business easier?
An error occurred while saving the comment Bee Hesketh
commented
We need this so that we can use GoCardless automated payments. Currently we have to manually take every single direct debit when the repeating invoices are created, but generating the invoices earlier would make it easier to automate that process.
An error occurred while saving the comment Bee Hesketh
commented
Yep, so many problems with repeating invoices. It looks so unprofessional sending out invoices at 2am.
An error occurred while saving the comment Bee Hesketh
commented
Xero just tell us if you aren't going to fix this and then we can stop waiting and move to a different accounting software.
An error occurred while saving the comment Bee Hesketh
commented
Edit - Purpose: To make the GoCardless automated payments for repeating invoices a usable feature
An error occurred while saving the comment Bee Hesketh
commented
This would be so helpful. We take payment via direct debit which we can only collect once the invoice is generated. So quite often you get customers who forget and then manually pay as well because it hasn't been paid at the point the invoice is sent.
Then you have the ongoing saga of not being able to apply a credit to a future repeating invoice.
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784 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
An error occurred while saving the comment Bee Hesketh
commented
Aside from the new widgets no longer displaying the key information we used to be able to see at a quick glance.
The other big issue for me is that I either work from my desktop at the office, or my laptop when working remotely. Because the new layout has been designed to be responsive, but without the ability to pin or group widgets, this means the home layout is now totally different depending whether I'm on my desktop or laptop. On my laptop the bank accounts are nowhere near each other, and everything is in a completely illogical order.
I really don't understand why this was changed when there wasn't much wrong with the old layout. And at least it was uniform across my devices.
An error occurred while saving the comment Bee Hesketh
commented
In the old view, we could see draft invoices clearly at the top. But now that has moved and is harder to see.
We are also missing the graphs for the bank account feeds. And can't see the full account watchlist without scrolling.
It feels busier but is actually providing us with less vital information.
Bee Hesketh
supported this idea
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2 votes
Thanks for sharing that you'd like the notifications to be enabled on certain posts
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Bee Hesketh
shared this idea
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98 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Bee Hesketh
supported this idea
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192 votes
Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.
Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.
We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks
Bee Hesketh
supported this idea
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483 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Bee Hesketh
supported this idea
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403 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
An error occurred while saving the comment Bee Hesketh
commented
Agreed. The main things we need to see easily and quickly in the dashboard are now hidden, messy or unclear.
Totally unnecessary update in my opinion.
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133 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
An error occurred while saving the comment Bee Hesketh
commented
Agreed. It's also a lot less obvious now whether a bank account is fully reconciled or not.
It's also impossible to keep all of our bank accounts together in the same view, as the columns move around depending on the viewport size.
No idea why this pointless update was made when there are so many fundamental features that have gone ignored for years.
Bee Hesketh
supported this idea
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68 votes
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
As a subscription based business, this would be so helpful seeing as the majority of our invoices every month are repeating
An error occurred while saving the comment Bee Hesketh
commented
We have to add notes to our calendar to remind us to allocate credits before doing the direct debit pay run. This is such a pain, and just leaves us open to making mistakes and annoying our customers.
So many basic functions missing for repeating invoices. Don't add repeating invoices if you don't have the infrastructure to support it!
An error occurred while saving the comment Bee Hesketh
commented
Any idea when you are going to make GoCardless automated features a useable feature?
An error occurred while saving the comment Bee Hesketh
commented
Firstly, there are some basic functions totally missing from repeating invoices:
1. Being able to apply a credit to future repeating invoices
2. (So that payment doesn’t accidentally get taken by direct debit when there is a credit on the account.)
3. Schedule a time for repeating invoices to be generated and sent
4. Schedule a time invoice reminders to be sent
(Currently my clients receive their invoices and reminders in the wee hours of the morning which looks really unprofessional.)Then there’s the integration with GoCardless automated payments… Which is, well, totally unusable (for me anyway).
I need one of the following for it to be able to work for me:
1. Be able to turn off invoice reminders for an invoice branding theme
2. Or be able to ‘Collect Now’ rather than on the Due DateCurrently, if I use automated payments as it is, then customers will receive invoice reminders every month for their repeating invoices, when they shouldn’t as payment is processing. I know I can turn off invoice reminders for a customer entirely, but then they won’t receive reminders for any one-off invoices, which are usually higher value and so not taken by direct debit.
So for the foreseeable, this leaves me manually collecting payments in GoCardless for the rest of my working life.
It would be really useful to be able to add a URL link to our T&Cs to the footer of our invoices, as well as in our invoice emails.