Settings and activity
3 results found
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104 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
An error occurred while saving the comment Tanya McAuley supported this idea ·
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9 votes
An error occurred while saving the comment Tanya McAuley commented
The cheapest subscription at $35 / month is still a very expensive plan for sole traders with minimal invoices and no employees, who can just use a spreadsheet instead, so it makes it difficult to convert some small business clients to Xero, please consider a cheaper option
Tanya McAuley supported this idea ·
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346 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
An error occurred while saving the comment Tanya McAuley commented
This is very important to me, I don't want to be clicking around different screens to process a customer payment. I'd like to see the payment part remain at the bottom of the invoice like it was in the classic invoicing, so invoicing and payment are both completed at the same time meaning less going backwards and forwards to complete the invoice. It is NOT an improvement removing this handy feature, will it be put back into the new invoicing system being forced upon us? In the meantime I will keep using classic invoicing for as long as I can
Tanya McAuley supported this idea ·
You need to remove this limitation and at least allow Advisors (Bookkeepers and Accountants) to post journals directly to bank accounts. I am not aware of any other general ledger software that does not allow users make journal entries to the bank. I have never encountered this limitation in my 30 year career in Accounting. I have a new client who has only been using the Xero software for payroll and customer sales. No expenses have ever gone in the system and the Accountant kept this information separately in their system. Now I am trying to get the bank balances and liability accounts correct but I cannot do an adjusting journal to show the correct bank account balance and match to the Accountants figures.