Settings and activity
12 results found
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152 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
Rachel Nichols
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544 votesRachel Nichols
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243 votes
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.There are really important reasons why we must go forward with sunsetting classic invoicing…
Rachel Nichols
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4 votesRachel Nichols
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181 votesRachel Nichols
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50 votesRachel Nichols
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125 votesRachel Nichols
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94 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Rachel Nichols
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460 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Rachel Nichols
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64 votesRachel Nichols
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An error occurred while saving the comment -
30 votes
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.
Rachel Nichols
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926 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Rachel Nichols
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I agree with the other comments and would like to add..
The Reference column it is not nearly wide enough either - especially as we have to use this to indicate any Invoices/Bills in dispute - and will wrap on to the next line.
The ability to change column sizes yourself (or even leave out if not important to you) would be greatly appreciated. (This used to be possible in some screens.)
The "Forwarded Bill" comment on the reference is only vaguely helpful in the Draft section and completely unhelpful everywhere else once it has been processed. It doesn't show within the bill while it's being processed so why does it show on the snapshot after it's been approved?
Also, the sort functionality (anything other than Date) has been butchered so that it no longer carries through when the bills are being processed. Sort alphabetically for example, process the bill and Approve and view next, and instead of showing the next in the sort it will show a random one. This means that you have to come out of the new bill and find the one you actually wanted before processing it. This might not seem like a huge thing but it wastes so much time. I have already raised this with support but they've stated there is no plan to change this and suggested a work around of opening a new window showing the sort I want then processing the bill I want in another window and switching between the two. (Like I don't already have more than a few windows/applications open for reference.)