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  1. 712 votes

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    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.

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    Anita | Botham's of Whitby commented  · 

    Please could we get an update?

    Anita | Botham's of Whitby supported this idea  · 
  2. 99 votes

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    Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

    At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

    If there is any change planned in this space we'll be sure to update you on this. 

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    Anita | Botham's of Whitby commented  · 

    It would be so handy to have a small section on the dashboard that just highlighted Quotes (QTY of) and the qyt of quotes in each status. For example, being able to see at first glance how many are in Draft, Sent, Declined, Accepted, Invoiced.
    Presently, you have to 'go looking' to see these, where other areas of the business are shown on the dashboard to get a general overview of work.

    Anita | Botham's of Whitby supported this idea  · 
  3. 451 votes

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    Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

    Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.


    Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

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    Anita | Botham's of Whitby commented  · 

    Invoices now spread each line over 2 lines - because font is large, and the 'Account' title is invariably long, and the product code and name spreads over too as it shows the code and name in a tiny column.
    The font seems too large for these fields, and means I have to scroll down to see the totals/apply available credit when I didn't before.
    Please could you consider making the fields bigger and reducing the font size so each line really does only use one line? 3cm per line seems rather excessive.
    Many thanks, Anita

    Update - I have now switched back to Classic to compare a very long invoice. It seems it is mainly the massive font that's causing the invoice to go down off the page and the need to scroll. Please could you consider ways of making 1 line fit on 1 line for visual ease? I think on Classic each line only took between 1-2cm of space on the screen.

  4. 51 votes

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    Anita | Botham's of Whitby commented  · 

    Hi all, because of this we started using Nook to make our batch payments, as it automatically sends a remittance for every payment and worked out for us cheaper that using the Xero batch payment that was 24p each one and didn't send auto-remittances. It syncs with Xero so we pay our supplier pay runs and payroll on there with a couple of clicks. Hope this might help you!

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    Anita | Botham's of Whitby commented  · 

    Please could you look into this Xero? We are using the new paid payments feature in Xero - but remittances are not sent for us! We are sending about 20+ payments each time, and clicking an individual payment then multiple clicks to send a remittance one at a time is crazy....

    Anita | Botham's of Whitby supported this idea  · 
  5. 826 votes

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    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

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    Anita | Botham's of Whitby commented  · 

    Yes, Paul Berry, we have moved to using Nook for our batch payments, as in Xero you couldn't bulk send a remittance to all the suppliers in the batch. Clicking each one was just silly. Nook has helped us a lot - but haven't tried it for adding credits yet.

    Anita | Botham's of Whitby supported this idea  · 
  6. 14 votes

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    Anita | Botham's of Whitby commented  · 

    So my request is to have the contact group show on invoices AWAITING PAYMENT thanks

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    Anita | Botham's of Whitby commented  · 

    We send invoices from our bakery software, but as many of our customers also use Xero it would be much better to also have a contact group 'Uses Xero' so that I can filter invoices awaiting payment, the relevant dates, and send the Xero version of the invoices to customers.
    Currently there is no way to do this.

    Anita | Botham's of Whitby supported this idea  · 
  7. 3 votes

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    Anita | Botham's of Whitby commented  · 

    Yes - currently the Bill reference is used for single bill payment - but when paying multiple bills to one supplier (applying the toggle on the top left), this is removed and you have to free-type something in it's place? Why is this Xero? Please use the customer default reference for bulk payments!

    Anita | Botham's of Whitby supported this idea  · 
  8. 7 votes

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    Appreciate no direct feature for this at present, Grace and we'll begin to get a sense of the interest in this here. In the meantime, perhaps including the request in the invoice Terms and Conditions could be a good indicator that this is something you request of your customers when sending the invoice or reminders? 

    Anita | Botham's of Whitby supported this idea  · 
  9. 180 votes

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    Anita | Botham's of Whitby supported this idea  · 
  10. 16 votes

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    Anita | Botham's of Whitby commented  · 

    Please could you look into this Xero? We are using the new paid payments feature in Xero - but remittances are not sent for us! We are sending about 20+ payments each time, and clicking an individual payment then multiple clicks to send a remittance one at a time is crazy....

    Anita | Botham's of Whitby supported this idea  · 
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    Anita | Botham's of Whitby commented  · 

    With the new Direct Pay, you cannot send the remittances in one click as you can when using the payment file option.

    You are expected to click on each payment one by one and click send remittance, this takes more time than the other way.

    Please could 'send remittances' be a button that sends to everyone after making the Direct bank payment? They are grouped together when making the payment - could there be a tick box to say 'Send remittances to Suppliers' before pressing 'Pay' perhaps? Or after the successful payment, a Button to 'Send remittances'?

  11. 44 votes

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    Anita | Botham's of Whitby commented  · 

    Please could you look into this Xero? We are using the new paid payments feature in Xero - but remittances are not sent for us! We are sending about 20+ payments each time, and clicking an individual payment then multiple clicks to send a remittance one at a time is crazy....

    Anita | Botham's of Whitby supported this idea  · 
  12. 29 votes

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    Anita | Botham's of Whitby supported this idea  · 
  13. 95 votes

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    Anita | Botham's of Whitby commented  · 

    Please could you look into this Xero? We are using the new paid payments feature in Xero - but remittances are not sent for us! We are sending about 20+ payments each time, and clicking an individual payment then multiple clicks to send a remittance one at a time is crazy....

    Anita | Botham's of Whitby supported this idea  · 
  14. 40 votes

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    Hey everyone, just a quick update on this one, as it was shifted to delivered in error.

    Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.

    We’ll be opening this idea back up to votes and feedback from the community.

    As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.

    Anita | Botham's of Whitby supported this idea  · 
  15. 117 votes

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    Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.

    In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.

    Anita | Botham's of Whitby supported this idea  · 
  16. 139 votes

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    Anita | Botham's of Whitby supported this idea  · 
  17. 186 votes

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    Anita | Botham's of Whitby supported this idea  · 
  18. 9 votes

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    Anita | Botham's of Whitby commented  · 

    Yes I agree - or be able to save a default 'Reference' to use when paying multiple bills either at company level (eg a short company name) or at supplier level as the poster suggests.

    Here is my example of faff I have had to edit before paying our bill today, and this is only about 1/3 of the bills.... seems unnecessary time which could be saved.

    Anita | Botham's of Whitby supported this idea  · 
  19. 284 votes

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    Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.

    We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.

    As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.

    If there are any changes put in place for this, we'll let you know.

    Anita | Botham's of Whitby supported this idea  · 
  20. 300 votes

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    Anita | Botham's of Whitby supported this idea  · 
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