Settings and activity
16 results found
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214 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
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Russ Smith
commented
Why has this not been fixed yet? It causes me (and doubtless others) so much time every month to double-check that all of our journals have had the default box unticked to ensure the cash reporting is correct. It's absolutely backwards.
An error occurred while saving the comment Russ Smith
commented
Please put a toggle or something in for the minority of users who would actually want journals to show up in the cash reports. This is such an odd choice to have it set this way as a default. We post over a dozen journals a week and it's such an unnecessary time sink to have to check and correct every month.
Russ Smith
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6 votesRuss Smith
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32 votes
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
Russ Smith
supported this idea
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153 votes
We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
Russ Smith
supported this idea
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404 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
An error occurred while saving the comment Russ Smith
commented
No idea why we can't simply see when an invoice was sent and to who. Doesn't even show anything if the invoice has already been paid, which is not only bizarre (with support claiming it's working as intended), but also a failure in the audit trail and impossible to prove compliance with VAT regulations. Just another great example of the failure that is new invoicing
Russ Smith
supported this idea
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49 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
An error occurred while saving the comment Russ Smith
commented
Why can't we send old invoices from a locked date period yet? This is so basic.
Russ Smith
supported this idea
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828 votes
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…
Russ Smith
supported this idea
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412 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Russ Smith
supported this idea
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410 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Russ Smith
supported this idea
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95 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source 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.
Remember, you can keep switching between the two products between now and September. Thanks
Russ Smith
supported this idea
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95 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
Russ Smith
supported this idea
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499 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
Russ Smith
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23 votesRuss Smith
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88 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Russ Smith
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82 votesRuss Smith
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47 votesRuss Smith
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That's great news. I can look forward to continued monthly manual checks of over a hundred journals, and users who aren't as knowledgeable about accounting or the fact Xero has this feature incorrectly set up can keep having incorrect cash reports.