Settings and activity
8 results found
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379 votes
An error occurred while saving the comment An error occurred while saving the comment Louise Tonkin commented
Some of our clients have a large number of invoices and credits as these come from automated booking systems.
it takes days to allocate them against each other, so please can we have a way to do these in bulk - maybe similar to the cash coding facility for bank recs?This is a facility vital to accountants and book-keepers - maybe not so much for individual companies, so please take into account the needs of book-keepers rather than absolute numbers of people wanting this facility.
Louise Tonkin supported this idea ·
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169 votes
Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
An error occurred while saving the comment Louise Tonkin commented
Our bookings software sends invoices over marked approved and paid but the payment has to be logged separately, so the invoices and credit notes need deleting off the system as they are effectively duplicated.
There are 2500 of them, just not feasible to delete individually!!
Can you make this facility available to Accountants only if you don't want customers to be able to do this? Sometimes it seems as though different levels of access are needed.Louise Tonkin supported this idea ·
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10 votes
An error occurred while saving the comment Louise Tonkin commented
The most important one to be able to add a pdf to is the bank reconciliation. Once a bank rec has been done, attaching a copy of the pdf bank statement really helps the audit trail.
Louise Tonkin supported this idea ·
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43 votes
Hi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here.
At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across…
Louise Tonkin supported this idea ·
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367 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Louise Tonkin supported this idea ·
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286 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
An error occurred while saving the comment Louise Tonkin commented
It's completely absurd that you remove a perfectly functional way of entering a payment, that only requires keystokes with a method that now requires keystrokes, picking up a mouse, clicking little arrows (and missing), more keystrokes, more drop boxes. Making life so much harder for book-keepers. Every 'upgrade' seems to reduce ease of use and functionality.
Please discuss changes with the people who use Xero every day!!!!!Louise Tonkin supported this idea ·
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637 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Louise Tonkin supported this idea ·
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33 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
An error occurred while saving the comment Louise Tonkin commented
Please can we have the ability to save custom reports into different folders? At the moment I have to sift through loads of different custom reports to find the ones I need. It is a waste of time when I could have similar ones in their own folder.
It is also really really untidy and disordered!!! Clearly a system invented by coders not by accountants!An error occurred while saving the comment Louise Tonkin commented
I use a lot of reports each month and really need to be able to put similar reports into different folders. At the moment it takes hours sifting through them all to find the correct one to use.
Bit of a no brainer really?!Louise Tonkin supported this idea ·
My client has 2500 invoices and credit notes automatically sent over from their booking software. These need to be bulk allocated.
Please do this urgently?