Settings and activity
10 results found
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44 votes
Michelle Morgan
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31 votesMichelle Morgan
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686 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Michelle Morgan
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68 votesMichelle Morgan
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83 votesMichelle Morgan
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572 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Michelle Morgan
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5 votesMichelle Morgan
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An error occurred while saving the comment -
72 votesMichelle Morgan
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400 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…
Michelle Morgan
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719 votes
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.
An error occurred while saving the comment Michelle Morgan
commented
I totally agree with this, we have the same problem. We have copied and pasted details from the old system in the notes to the new system as we need these details and they are not give in the new system. Also when you email the invoice in the new system it just says sent. The old system says who its been sent to. I think the new system is more time consuming and has lost a lot of it's really useful features.
Michelle Morgan
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We have been using Xero for about 5 years or more, and we are able to change the due date on our invoices even though our accounts are locked at year-end. We are not able to change anything else on the invoice once the accounts have been locked.
It would be interesting to know if anyone else can change their due dates.
I have noticed that the new system does not allow this to happen, which is very frustrating when we have always been able to do this.