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14 results found
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1,187 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…
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Rachel Nichols
supported this idea
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465 votes
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.
An error occurred while saving the comment Rachel Nichols
commented
@Peter Lepper
I had the exact same issue when they updated Bills.
Used to be able to sort by supplier name etc and work your way through each bill and choosing Approve and Next at the bottom of each bill once finished to work on the next bill in the order selected. Now, after it had been fine for years, it sorts by the bill date, which is not always correct.When I raised this as an issue with Xero, because I couldn't work out what was happening and they wanted feedback, they told me that was how it was designed to work. If I needed to work in alphabetical order, for example, then I should ...
"Alphabetically sort the Draft bills screen using the From column heading
Right click to open one of the Drafts in a new tab on your browser
Approve the Draft in the new tab
Close that tab
Go back to the tab with the list of Drafts and Refresh the page
Repeat steps 2 through 5."This is so time consuming and just annoying when it was perfectly fine before.
Clearly no one at Xero actually uses their own product, otherwise they would be facing the same issues we do and surely be pushing back for usability/functionality over all the whitespace and perceived improvements.
I'd love to know what their in-house accounting team uses, as it's obviously not Xero.
Rachel Nichols
supported this idea
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419 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…
Rachel Nichols
supported this idea
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234 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Rachel Nichols
supported this idea
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415 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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Rachel Nichols
supported this idea
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841 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Rachel Nichols
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6 votesRachel Nichols
supported this idea
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255 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
Rachel Nichols
supported this idea
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74 votes
We appreciate all your support and sharing on your needs in backorders through this idea.
Our product team have been working away to refresh purchase orders which'll be released over the coming months.
Work for negative inventory is also in progress, and our team are looking at how this flow works through to sales invoices for backorders. 😊
We'll make sure to update you as there is more news to share. Thanks
Rachel Nichols
supported this idea
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186 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Rachel Nichols
supported this idea
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110 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
supported this idea
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512 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you 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, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Rachel Nichols
supported this idea
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68 votesRachel Nichols
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An error occurred while saving the comment Rachel Nichols
commented
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.) -
43 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
supported this idea
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Sarah Verge, I cannot agree with you enough on this. The amount of time I spend with work-arounds to not pay bills by accident is painful and wasteful. Then having to explain to others what the method to the madness is, is just embarrassing.
The threat of Xero "improving" Bills, and this not being part of that improvement only leaves me to believe that they will be taking the same backwards steps that they have just made with Invoicing. If this is the case and actual improvements to the use of Xero are not made, we will be moving our business elsewhere. The software is meant to help not hinder.
Come on Xero, instead of continuously spending millions on adverts to entice new clients, spend it once sorting out what really matters to your current client base. We will then be the biggest ongoing free advert of your product that could be asked for. Right now, I couldn't recommend it to anyone.