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41 results found
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701 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!
Tim Stone
supported this idea
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508 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Tim Stone
supported this idea
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An error occurred while saving the comment -
1,101 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Tim Stone
supported this idea
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511 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Tim Stone
supported this idea
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1,238 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Tim Stone
supported this idea
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537 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
Tim Stone
supported this idea
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1,074 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Tim Stone
supported this idea
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744 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Tim Stone
supported this idea
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998 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
Tim Stone
supported this idea
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54 votesTim Stone
supported this idea
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15 votes
An error occurred while saving the comment Tim Stone
commented
I would go further and suggest that instead of a big green "Well Done! You've Reconciled Everything" when all bank feed statement lines are matched, that confirmation should display a list of any/all unreconciled transactions.
The real-world workflow/intention does have people completing the feed reconciliation and then navigating off to somewhere completely different to run a reconciliation report. For the vast majority, allocating the bank feed and getting the big green confirmation is the end of the process.
Being aware of un-presented items being an important part of that process, they should be represented somewhere obvious in that workflow. Having to run a separate report is NOT an appropriate solution.
Tim Stone
supported this idea
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37 votesTim Stone
supported this idea
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647 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Tim Stone
supported this idea
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An error occurred while saving the comment Tim Stone
commented
Absolutely agree!
I'm in disbelief at the low level of support for this idea. I can't tell you how many times, I've accidentally clicked as approve then have to void and re-enter to get it as "Waiting Approval".
This would be **EXTREMELY** useful.
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306 votes
Hi team, we're pleased to share that this work is now underway.
Our intention is to allow you to associate a contact per line in a manual journal.
We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.
Tim Stone
supported this idea
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57 votes
An error occurred while saving the comment Tim Stone
commented
This refers to the same idea as referenced in https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46028776-search-by-contact-account-number
And as I commented on that link - It makes sense that ANYWHERE I can search or filter by contact name, I should also be able to search or filter by contact account number.
What is the point of it if you can only make use of it here and there?
Tim Stone
supported this idea
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An error occurred while saving the comment Tim Stone
commented
This also applies to searching/filtering bills/invoices awaiting payment, currently you have to use the contact name.
Realistically, you are either using contact names or accounts numbers for entry or lookup. It makes sense that ANYWHERE I can search or filter by contact name, I should also be able to search or filter by contact account number.
Really is a half finished "feature" if it's not always available. Don't think I'll hold my breath though.
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252 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Tim Stone
supported this idea
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16 votesTim Stone
supported this idea
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4 votesTim Stone
shared this idea
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71 votes
An error occurred while saving the comment Tim Stone
commented
Not much point to having contact groups if they can't be used to filter invoices/bills etc.
Enabling this would allow clients or suppliers of a specific payment type to be filtered and displayed for batch payments etc.
This should be a priority upgrade.
Tim Stone
supported this idea
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7 votesTim Stone
shared this idea
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Suggest this -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45224872-bills-ability-to-return-an-unpublished-bill-to-d be merged into this idea.
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I'm relieved to have stumbled over this idea, as the similar one I originally had found (above) had what I thought to be an amazingly underwhelming level of support for what I think is a fundamentally essential feature.
This would be **EXTREMELY** useful.