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48 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Bee Hesketh
shared this idea
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93 votes
An error occurred while saving the comment 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
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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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369 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
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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90 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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142 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
Bee Hesketh
supported this idea
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227 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Bee Hesketh
supported this idea
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253 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 'Customise' 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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673 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
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
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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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27 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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64 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.
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8 votes
We appreciate your feedback, Scott. This is something we'll start to get a sense of the feeling around from community here, however I want to be upfront that this isn't something we have plans to remove atm. Thanks
Bee Hesketh
supported this idea
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222 votes
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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6 votes
Hi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
Bee Hesketh
supported this idea
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48 votes
An error occurred while saving the comment Bee Hesketh
commented
Agreed. We are never going to use this feature as all of our clients pay by direct debit.
It's really annoying (and a waste of time) to have to dismiss this every time you open an invoice.
Bee Hesketh
supported this idea
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804 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 Bee Hesketh
commented
There are so many 'Product Ideas' like this that should be a core feature not something that has to be suggested and chased. All the while prices keep getting hiked and useless AI features are added, but not the basic functions we have been asking for for years.
An error occurred while saving the comment Bee Hesketh
commented
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.
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?
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6 votes
An error occurred while saving the comment Bee Hesketh
commented
As a subscription based business, the majority of our invoices are repeating invoices. However, when on the go, we are unable to view, edit or create repeating invoice templates as they aren't available on the mobile app.
Bee Hesketh
supported this idea
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467 votes
Hi team, while the status of this idea remains unchanged from our last post we did want to provide an update in the channel here.
As shared previously there's the possibility of exploring third-party apps like Google's High Contrast, which allows you to change the colour on your screen so it's easier to read.
Our Xero Accounting app is a bit of a different kettle of fish and for iOS users there is a dark mode available from the 'Appearance' option that you can navigate to from the 3 dot menu in the top right of the app screen.
Though we fully understand and appreciate needs for wanting dark mode, the ability to develop this requires resource from across all areas of product to implement in the web version. Providing dark mode is not on our current roadmap.
If there are any further changes to share we will provide further…
An error occurred while saving the comment Bee Hesketh
commented
Disappointingly, this has already been rejected by Xero despite having over 400 votes:
https://productideas.xero.com/forums/939198/suggestions/44961454
An error occurred while saving the comment Bee Hesketh
commented
Disappointingly, this has already been rejected by Xero despite having over 400 votes:
https://productideas.xero.com/forums/939198/suggestions/44961454
Bee Hesketh
supported this idea
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23 votesBee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
This would be useful. We also need to be able to add accruing late fees which is currently not possible. Seems it could be quite a similar feature.
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787 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.
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Still saying invoice 'Edited' rather than 'Invoice Sent' for me. When is this going to be fixed? Surely the most fundamental thing we can expect from any accounting software is sending invoices and being able to see a clear audit trail.
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391 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Bee Hesketh
supported this idea
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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