Settings and activity
6 results found
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14 votes
Scott Osburne
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Scott Osburne
commented
Import invoice payment details. While we can currently import invoice transaction details, we also need the ability to import payments. This could be implemented in the same import file as the invoice import (best solution) or it could be a separate invoice payment import.
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28 votesScott Osburne
supported this idea
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28 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
An error occurred while saving the comment Scott Osburne
commented
New Invoicing: Date selector enhancements only work for the current month. For example, on Feb 1, I cannot enter 01.31 or 31 to get an invoice for Jan 31. I am forced to enter "01/31". This is inefficient. Please provide the date entry as exists in Classic invoicing. For the US, I can enter "01.31" to get Jan 31 in the current year. If I want the prior year, I can enter "12.30.24". I don't want to have to enter "/" as a date separator nor do I want to waste time picking the date from the calendar.
An error occurred while saving the comment Scott Osburne
commented
Xero allows "." as a date separator in all modules except for New Invoicing where a "/" is required. This is inefficient 10-key entry. Allow either a "." or a "/".
Scott Osburne
supported this idea
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44 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
Scott Osburne
supported this idea
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24 votes
An error occurred while saving the comment Scott Osburne
commented
This would be such a simple import requiring 4 fields:
Invoice #
Payment Amount
Payment Date
Bank AccountIn a perfect world, the invoice import function could allow an "approved" field and include the payment info directly on the invoice import. Many of us use other, specialized systems (attorneys, for example) and just use Xero for accounting.
Scott Osburne
supported this idea
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425 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Scott Osburne
supported this idea
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An error occurred while saving the comment Scott Osburne
commented
it just seem that Xero is not really listening to clients. I don't know who was tested, but it wasn't me.
Import invoice payment details. While we can currently import invoice transaction details, we also need the ability to import payments. This could be implemented in the same import file as the invoice import (best solution) or it could be a separate invoice payment import.