Settings and activity
18 results found
-
499 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment An error occurred while saving the comment 
Bee Hesketh
commented
Will this development include allowing us to allocate credit notes to repeating invoices as well?
-
3 votesBee Hesketh
supported this idea
·
-
3 votesBee Hesketh
supported this idea
·
-
7 votes
An error occurred while saving the comment Bee Hesketh
commented
Might have to have a look at Sage then. This is really frustrating and wastes so much of our time. Xero shouldn't advertise this integration, it is barely functional.
An error occurred while saving the comment Bee Hesketh
commented
Almost 2 years and we are still waiting for you to fix major issues with the GoCardless integration....?
An error occurred while saving the comment Bee Hesketh
commented
I've had two phone calls with Xero now about this issue. Both agents have acknowledged that there are issues with the setup, and after trying to find workarounds can see that we are unable to use GoCardless effectively via Xero (due to Xero).
However, they have also told me that it isn't on the Product Team's agenda. So sounds like it is not going to be resolved.
I would not recommend Xero for any businesses out there who offer subscription services. I will certainly be looking elsewhere.
An error occurred while saving the comment Bee Hesketh
commented
This would be so useful! We want to setup GoCardless automated payments, but we can't for this exact reason. And there is no way to turn off invoice reminders for repeating invoice templates, so we can't simply change the due dates to the same day for direct debit customers.
Really frustrating because taking payments automatically would save so much time.
-
2 votesBee Hesketh
supported this idea
·
-
144 votes
An error occurred while saving the comment Bee Hesketh
commented
It's been 2 years. Any movement on this?
Bee Hesketh
supported this idea
·
An error occurred while saving the comment Bee Hesketh
commented
Been asking for this for years. Why add a feature like repeating invoices and not include the most basic of reports/features to support it? Over 90% of our invoices are repeating.
An error occurred while saving the comment Bee Hesketh
commented
I still don't understand why you'd introduce a new feature (repeating invoices) and not provide a report to go with it. This shouldn't even need to be requested.
-
184 votes
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
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
Edit - Purpose: To make the GoCardless automated payments for repeating invoices a usable feature
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.
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.
-
7 votes
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
·
-
5 votes
An error occurred while saving the comment Bee Hesketh
commented
Any idea when you are going to make GoCardless automated features a useable feature?
I'm still on the old GoCardless integration which is lacking enough. But I'm sure I'll be forced to use the new one soon which sounds even worse than the old one.
Don't have integrations if you're not going to support them properly.
An error occurred while saving the comment Bee Hesketh
commented
We're still using GoCardless for Xero and due to some issues I was looking in to switching to the new GoCardless in Xero, but this has absolutely put me off. Thanks for sharing and I hope they fix it soon (we can only hope).
-
6 votes
An error occurred while saving the comment Bee Hesketh
commented
Any idea when you are going to make GoCardless automated features a useable feature?
Bee Hesketh
shared this idea
·
-
20 votes
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.
-
395 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment Bee Hesketh
commented
This would be so useful for us so that we can quickly and easily see which customers are in contract and which we need to look at renewing contracts for. It would save us so much time.
-
51 votes
-
100 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
-
19 votes
-
4 votes
-
35 votes
-
29 votes
Good to hear that this is finally in development. Will we be able to allocate credit notes to future repeating invoices? It feels like repeating invoices are always forgotten about when it comes to development.