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189 results found
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519 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Elrika van der Merwe
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1,163 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
We want to keep you updated as work progresses on this, and I'll be back to share…
Elrika van der Merwe
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649 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Elrika van der Merwe
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1,104 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Elrika van der Merwe
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1,450 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Elrika van der Merwe
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11 votesElrika van der Merwe
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3 votes
Hi Maresa, when you say you'd like to add Location would this be based on a Tracking category you've set up in the organisation? If so, you could add this when you create the original transaction(bill) the asset is raised from.
Elrika van der Merwe
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164 votesElrika van der Merwe
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33 votes
Hi team, we appreciate the interest and rational in this idea when you trade with Contacts that might be part of a larger group.
We want to be open that this isn't something we have plans for developing just atm, but will keep considering the idea as we continue to develop contacts in Xero. I'll share if there is any progress here.
Elrika van der Merwe
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13 votesElrika van der Merwe
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7 votesElrika van der Merwe
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14 votes
Hi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
Elrika van der Merwe
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30 votes
Hey all, we really appreciate you joining in this conversation and adding your votes.
We've reviewed this idea, and now it's up to the wider community to get behind it.
You might like to share this idea with any colleagues that this could benefit, so they can also add their votes and comments to support it.
Elrika van der Merwe
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28 votes
Hi team, we appreciate this idea is gathering interest and we're continuing to keep a close watch on the support this receives.
While we don't have immediate plans for enabling an option to search by description directly from the Sales search, we'd like to highlight another option that you may find handy - You can use JAX to query and return results about your invoices.
See the example provided in my screenshot 😊
Elrika van der Merwe
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10 votesElrika van der Merwe
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15 votes
Hi everyone, thanks for all the engagement and feedback so far. It has been awhile since this was raised, so we just wanted to refresh the status of this idea.
We understand you’re looking for a quicker way to pull details from bank statement lines directly into transaction descriptions, so you can reduce manual typing during reconciliation.
At the moment, statement line details can be copied into transactions using standard copy and paste, and for repeat transactions, Bank Rules can also help automatically bring through key fields like payee and reference into the description.
We’ll continue to track feedback and interest from the community for this idea.
Elrika van der Merwe
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5 votesElrika van der Merwe
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44 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
Elrika van der Merwe
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44 votesElrika van der Merwe
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61 votesElrika van der Merwe
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