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6 results found
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78 votes
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Lianne Wallace
commented
This also impacts all of customers!! We are using the old version not the new version, yet it has started including this on all emails from yesterday. We now need to go back at least 10 years in technology and download our custom template every single time (hours each day now instead of an hour or less) and email a PDF copy to them via outlook instead. This will also impact us for follow up batch invoices to be sent in bulk and all our reminder follow ups will also now need to be done via PDF download and email!!! Totally understand & welcome adding of new features but this new update takes so many away?!
Lianne Wallace
supported this idea
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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…
Lianne Wallace
supported this idea
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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.
Lianne Wallace
supported this idea
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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…
Lianne Wallace
supported this idea
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75 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Lianne Wallace
commented
For us we only store Finance relevant phone numbers, however in large organisations (and quite frankly even smaller ones) these days they are all on mobile direct numbers. The only way to assign them to a contact is to try and manually fit their name and mobile number into the phone field and scroll through them all. Phone numbers against a contact are just as relevant as the email. I can't understand why xero thinks this wouldn't be helpful?!
Lianne Wallace
supported this idea
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123 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
Lianne Wallace
supported this idea
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Hurrah! There's a checkbox now but you have to uncheck it on every template. But it removes the invoice details in the email. Hopefully this is a permanent implementation not a temporary one. Thank you.