Settings and activity
44 results found
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1 vote
Thanks for the detail in your idea here, Kevin. We don't have any plans to enable the changing of amount in Find & recode in the near term. We'll get a gauge a sense of the demand for this from community in your idea here.
Kevin Storm
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26 votesKevin Storm
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62 votesKevin Storm
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15 votes
An error occurred while saving the comment Kevin Storm
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8 votes
Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
An error occurred while saving the comment Kevin Storm
commented
When bulk approving invoices, they then get "lost" in the list of unpaid ones. If they can be approved and emailed individually from within the invoices themselves, why can't this be done from the draft or awaiting approval tabs using the tickboxes on the lefthand side?
Kevin Storm
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241 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
An error occurred while saving the comment Kevin Storm
commented
It seems that when repeating invoices and bills are set up, there's no way of generating a report that shows the details of their contents prior to them being created as either draft or approved. Reports can only be produced once the invoices and bills are actually created. Therefore, when many of these are created there's no concise way of reviewing them and making appropriate changes before the draft entries are created. Therefore, if changes are discovered to be necessary after they're created, they have to be done twice - once on the new invoice/bill just created and once on the repeating transaction that will be used for future creations.
We've just had to edit all of our repeating bills for annual price changes, etc., but have no way of easily reviewing that we've got them right before the draft entries are created.
Kevin Storm
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4 votesKevin Storm
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185 votesKevin Storm
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232 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
Kevin Storm
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45 votesKevin Storm
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23 votes
An error occurred while saving the comment Kevin Storm
commented
This also needs to be actioned for repeating bills.
Kevin Storm
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6 votesKevin Storm
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278 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
Kevin Storm
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31 votesKevin Storm
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173 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
An error occurred while saving the comment Kevin Storm
commented
And repeating bills as well. We are self-billing and have approx. 180 repeating bills per month to allocate to projects.
An error occurred while saving the comment Kevin Storm
commented
It's also critical to us that bills and costs can be assigned to projects via Hubdoc.
Kevin Storm
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An error occurred while saving the comment Kevin Storm
commented
Not only do we need this for invoices, but also for repeating bills please!!
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210 votes
An error occurred while saving the comment Kevin Storm
commented
This feature also needs adding to repeating bills. We have approx. 180 monthly repeating bills set up as we are a self-billing organisation. They're all set up to be generated on the 20th of the month.
However, because of Christmas, we have to do our processing a week early. We are having to manually go into each one, change the posting date and then change it back again for January.
Kevin Storm
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85 votesKevin Storm
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44 votesKevin Storm
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143 votesKevin Storm
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An error occurred while saving the comment Kevin Storm
commented
We have approx. 180 repeating bills (purchase invoices) per month that we process on a self-billing basis. Whilst we use the placeholders available in the reference and descriptions of the repeating bill, it would be great if we could have a placeholder in the "Quantity" box that would automatically set that to the number of days in the calendar month.
Currently, when there's not a 31-day month, we have to manually edit each individual invoice after it's been created and change the number of days, which takes the best part of a day to do.
I'm sure such a feature would also be brilliant in Repeating Sales Invoices for those that raise monthly charges that are invoiced on a daily rate.
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3 votesKevin Storm
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The fact that costs that are set up within Products and Services come into Projects as a "% Mark-up" item, even when they've been set as "Non-Chargeable", means that errors can easily be made in then changing the "what you'll charge" dropdown, marking things as non-chargeable when they are chargeable. If we find errors in this (and there are several monthly) we therefore have to delete the original draft invoice and replace it with one that has all the chargeable tasks and expenses on it, rather than just adding the additional item(s) to the invoice already created.