Settings and activity
23 results found
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48 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
An error occurred while saving the comment An error occurred while saving the comment 
Julia Rebhan
commented
This is a basic credit control function. Surely the functionality of classic invoicing was reviewed to assess which features should not be removed?
Also, I have found another request for this and there are probably others, so the votes aren't a real reflection of how many people are affected by this. https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48220451-cant-send-reminder-invoices-when-the-accounts-are
This isn't new business idea, it's a critical function that should never have been missed off new invoicing in the first place!Julia Rebhan
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4 votes
An error occurred while saving the comment Julia Rebhan
commented
Is there any update on this? Currently there is one notification that pops up that says the document can't be edited because it is in a locked period (clearly we're not actually trying to edit the invoice itself just the record associated with it), but then underneath is another notification saying 'invoice sent'. Nothing appears in the notes, so I have to assume it hasn't sent, but if it has, I am going to really annoy my customer by sending another reminder once I've unlocked the period to send it.
Julia Rebhan
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32 votes
An error occurred while saving the comment Julia Rebhan
commented
I'm sure this used to be a functionality?
Am I right that the only way to view the aged debtors and then send statements is to click on the customer, then click on one of the invoices, then click the contact and then send a statement? That's very long winded.
Obviously we used the aged report to choose who needs a follow up. The contact screen only tells us they're overdue, which could be a day or a month, so it doesn't give enough information for good credit control.Julia Rebhan
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11 votes
An error occurred while saving the comment Julia Rebhan
commented
It's bizarre to not include the net column as default. When you're running the report to get a breakdown of the P&L value, you naturally want the Net column so it agrees back to P&L!
Julia Rebhan
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181 votes
An error occurred while saving the comment Julia Rebhan
commented
This is requested by customers more and more. I know it is possible to create a receivable invoice summary report, filtered by customer and by status, but it isn't branded in the same way and leaves margin for error in the filtering.
Julia Rebhan
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9 votesJulia Rebhan
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An error occurred while saving the comment Julia Rebhan
commented
This would be really useful. To add the payment from the invoice requires several extra clicks to be able to add a document -even if it gave the option to view payment, rather than just view invoice after saving, that would be better
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4 votesJulia Rebhan
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14 votesJulia Rebhan
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3 votesJulia Rebhan
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14 votes
An error occurred while saving the comment Julia Rebhan
commented
Agree that in particular it would be really useful to add the bank statement to a published bank rec
Julia Rebhan
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42 votesJulia Rebhan
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7 votesJulia Rebhan
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22 votes
An error occurred while saving the comment Julia Rebhan
commented
Even if you can't approve and go to next, if it would just take you back to the timesheets that are draft. I have to go back to the timesheets, select the right payroll group and then find the right week every single time. It's so slow. An approve and view next draft would save so much time
Julia Rebhan
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29 votes
An error occurred while saving the comment Julia Rebhan
commented
It is not uncommon for staff to be paid on the last Friday of the month. I only moved my client to Xero payroll to be able to integrate with another piece of software. I was unconvinced that Xero payroll would be a good enough option. This has made my mind up I will never put another client on Xero for payroll
Julia Rebhan
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84 votesJulia Rebhan
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20 votesJulia Rebhan
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73 votesJulia Rebhan
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60 votes
Appreciate your feedback, everyone. Currently our team are doing some work on improving the line item grid (where you enter details of your invoice) this also involves providing the ability to view the full account name both when editing and viewing the invoice. For now we'll shift this idea to working on it and I'll share more news when this goes live. Thanks
An error occurred while saving the comment Julia Rebhan
commented
One of my clients uses multiple sales nominals with very similar names. Only being able to see the first half makes it really difficult to know if you've selected the right one, without clicking back in every line item
Julia Rebhan
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380 votes
An error occurred while saving the comment Julia Rebhan
commented
Agreed! Autosave is not the time saver for everyone that Xero might think it is!
Julia Rebhan
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27 votesJulia Rebhan
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An error occurred while saving the comment Julia Rebhan
commented
Agree with this. It doesn't make sense for the settings for this to be different to the email settings for the invoice for the delegated email. I'm a bookkeeper and I send invoices on behalf of my clients, so these messages are now coming to my practice inbox rather than going to the client. It's like Xero never thought of how bookkeepers in practice actually work!
Just sharing this here as a workaround that I've tested this morning by cc'ing myself and it works- email from the invoices awaiting payment screen - not perfect, but it works for now. Thank you Katharine!
https://central.xero.com/s/question/0D5Uv00000KecG0KAJ/invoice-reminders-and-locked-periods