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  1. 6 votes

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    Fiona Davidson commented  · 

    DON'T DO IT! Your killing your customers will to work with this.

  2. 4 votes

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    Fiona Davidson commented  · 

    PLEASE DO NOT DO THIS!!!!!!
    Autosave in invoicing is a nightmare and I use bills 10 times more than invoicing. I cannot justify the increase in work hours to my customers and employer for the program lagging. Not to mention the mental health impacts.

    There has to be another solution, or at the very least be able to have it optional, not mandatory like in invoicing.

    @Peter Rickert - I'm not sure what other programs you are using that have autosave?

  3. 7 votes

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    Fiona Davidson commented  · 

    Xero response to my query.

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    Fiona Davidson commented  · 

    I have just had this happen.

    If a negative leave balance exists on termination then ATO/STP rejects it.
    Xero has a workaround that then entitles the employee to additional superannuation.

    By my understanding in these instances they are only STP compliant after manipulation.

    Fiona Davidson supported this idea  · 
  4. 15 votes

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    Fiona Davidson commented  · 

    HATE the constant prompts to set up payment services!

    Payment Services now an in software Marketing Scam from Xero?!

    These have become the equivalent of a Marketing Scam so Xero makes more money from kickbacks.

    We DO NOT pay for you program to be bombarded with promotions for things that make YOU more money.

    Seriously it used to be a lovely little discreet option, not its on everything and is not appropriate for all staff to see, or my clients who do not know how to map accounts for that matter.

    I know Xero will not do what I am asking, they cant even get core functions of new invoicing to work why would they let us turn off something that makes them more money?!

    I'm so angry and over their newspeak.

    Fiona Davidson supported this idea  · 
  5. 910 votes

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    Fiona Davidson commented  · 

    This has been continually requested for at least the last 9 years since I have been using Xero, its not planned anytime soon.

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    Fiona Davidson commented  · 

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44993782-payroll-employees-upload-attach-files-in-notes

    Kelly Munro (Community Manager, Xero) responded · Mar 2, 2023
    ".....that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here."

    How can something be "top of mind" but have "no plans at present for this development"

    I strugle to comprehend the alleged complexity of a function that is already established in so many other areas of Xero?

    Fiona Davidson supported this idea  · 
  6. 68 votes

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    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  7. 27 votes

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 

    Have the ability to search attachments by name. For example I attach delivery dockets to bills and I always save the it with the corresponding document number, it would be good if search results showed attachment name matches too.

    Fiona Davidson supported this idea  · 
  8. 84 votes

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  9. 299 votes

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  10. 318 votes

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    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

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    Fiona Davidson commented  · 
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  11. 402 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

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    Fiona Davidson commented  · 
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  12. 342 votes

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    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

    Fiona Davidson supported this idea  · 
  13. 496 votes

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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 
  14. 190 votes

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    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  15. 49 votes

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    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?

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    Fiona Davidson commented  · 
    Fiona Davidson supported this idea  · 
  16. 742 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

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    Fiona Davidson commented  · 
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    Fiona Davidson commented  · 
  17. 208 votes

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    Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero. 

    I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon. 

    Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

  18. 18 votes

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

  19. 115 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.

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

  20. 32 votes

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    Fiona Davidson commented  · 

    I have now created and Off Site petition..... Petition for Xero to stop making changes...
    https://chng.it/wYWMHwp9td

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