Settings and activity
31 results found
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45 votes
Thanks for sharing this here, Olga. Appreciate the needs in being able to approve these sort of 0.00 invoices in your Xero organisation. I can confirm this is something our team are looking at so I'll keep you updated of any change of this, here.
For the meantime, though I appreciate it may slightly change your flow you should find you can approve these type of invoices from the Draft list of your invoices. If you have a few of these waiting you'll be able to Approve these all at once to save a little time.
Tropical Waste
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369 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment Tropical Waste
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46 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Tropical Waste
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45 votesTropical Waste
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25 votesTropical Waste
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39 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?
Tropical Waste
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Tropical Waste
commented
I have 4 Ladies working in our office and complicated Invoicing requirements.
It will be so easy for them to accidently "Approve and Send" instead of leaving for the manager to check again (which is BEST PRACTICE) before sending to a large, inflexible customer whose system will not allow amendments after receipt.
This is "Book Keeping 101" Xero for heavens sake.Draft status - rolling Invoices as yet unfinished.
Approved - Completed but requires checking by Supervisor/manager prior to sending.
Sent - checked by Supervisor as correct and sentTropical Waste
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738 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…
Tropical Waste
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6 votesTropical Waste
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20 votesTropical Waste
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71 votes
An error occurred while saving the comment Tropical Waste
commented
Don't even get me started on Payroll even in classic invoicing. So rigid and inflexible, I've never used a payroll that's so time consuming and ridiculous. Does not cater for shift changes or staff who swap swings, it's a major drama involving SO MUCH prep work of changing each employees setup just to start the pay run. and if you forget just one you have delete the entire run and start again instead of just amending that one empolyees payslip. I could go on as my list of pet hates for Xero's Payroll is long, but I have to think of my Blood Pressure and run a Business. Sometimes I just ring the Accountant and tell to fix it because they forced us onto this program in the first place........
Tropical Waste
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88 votesTropical Waste
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1,076 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Tropical Waste
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"As a community team we're advocating on your behalf constantly to see where ideas can be worked on" - so KellyM you are being ignored as well. This does not give us confidence at all. Honestly I've never come across a Company so determined to ignore it's paying customers. we only moved over because our Accountant made us or we would have had to find another accounting firm. After 5 years they are looking at moving their OVER 300 Clients from Xero as well if the New Invoicing is not up to scratch when we are all forced over. They now will be keeping any Customers who do move if they choose to beforehand, as they can see how widespread the anger is across multiple Industry users on their books.
Tropical Waste
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101 votesTropical Waste
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302 votes
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…Tropical Waste
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296 votesTropical Waste
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180 votes
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
Tropical Waste
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90 votesTropical Waste
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153 votesTropical Waste
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157 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
Tropical Waste
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How long will Xero Take to get this one right? "working on it" flagged on July 11 people. You mob are worse than a Government Department!!!!!