Settings and activity
51 results found
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32 votes
Kevin Storm
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180 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 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
supported this idea
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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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220 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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93 votesKevin Storm
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47 votesKevin Storm
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160 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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9 votesKevin Storm
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73 votesKevin Storm
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2 votesKevin Storm
shared this idea
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529 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.Kevin Storm
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4 votesKevin Storm
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An error occurred while saving the comment Kevin Storm
commented
When creating bills, etc. the cost can be assigned to a project, however, in doing so there is no secondary selection to say whether this is a non-chargeable cost, pass on at cost, % mark-up or custom price, etc. It will be so much simpler to do it this at that stage, rather than the cost defaulting to one of them that's incorrect.
It's a pain having to create bills and then remembering to go to the project and reassign the expense to the right charge type.
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163 votesKevin Storm
supported this idea
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125 votes
Hi everyone, thanks for all of your valuable feedback on this idea. The number of detailed comments clearly show how important this feature is for many of you.
We also agree that this would add significant value to Xero Expenses. That’s why we’re pleased to update the status of this idea to Accepted. This means we have reviewed your feedback and it aligns with our product vision.
While it is a feature we’d like to build, it’s not currently on our roadmap, so we can't provide a delivery timeframe just yet. We will share another update on this thread as soon as we have more news.
Kevin Storm
supported this idea
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An error occurred while saving the comment Kevin Storm
commented
As well as what's being asked for, I think the default HMRC rates should be included to be allocated to each staff member - e.g. cars/vans, motorcycles and cycles in the UK.
Also, spitting the cars/vans rate between the first 10,000 miles in a tax year and thereafter. A YTD calculator would be good.
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248 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Kevin Storm
supported this idea
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114 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
Kevin Storm
supported this idea
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625 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Kevin Storm
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337 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
Kevin Storm
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728 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Kevin Storm
commented
Email Settings
Whilst a user can create more that one email account for sending emails and putting reply email addresses on, only one can be selected for each at any one time. We'd like the ability to have emails relating to sales invoices and customer statements being sent from one email address, whilst at the same time having a different email address active for sending supplier remittance advices etc.
At the moment, we have to remember to go to settings each time we want to send emails and check which address is active and switch it as necessary.
Because the re are multiple people working on our finances, we use generic email addresses such as creditcontrol@............ and purchasing@........... We don't want sales related emails being sent inadvertently from the purchasing@......... email address etc.
Kevin Storm
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220 votesKevin Storm
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An error occurred while saving the comment Kevin Storm
commented
We have approx. 175 projects running at any time and need the ability for costs/bills input via Hubdoc to be allocated to a project for sales invoicing purposes. This includes the ability to assign different lines on the same bill to different projects, not just one invoice to one project.
Without this function we're going to have to abandon using Hubdoc for posting many of our bills. I looked at the possibility of once a bill has been posted via Hubdoc of duplicating it in Xero and then crediting the original entry. Whilst this works in terms of being able to allocate the cost to the project, when duplicating a bill the attachments relating to the bill aren't duplicated and therefore have to be uploaded again manually.
Whichever way around, very time consuming.
THE ABILITY TO ASSIGN COSTS TO PROJECTS FROM HUBDOC IS ESSENTIAL.
And repeating bills as well. We are self-billing and have approx. 180 repeating bills per month to allocate to projects.