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62 results found
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545 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
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43 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Shannon McMonigal
supported this idea
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6 votes
An error occurred while saving the comment Shannon McMonigal
commented
Yes! It's so annoying, I don't think I've ever wanted to download every remittance advice in one combined PDF. Every time I export it I then have to find the supplier I'm after, then print just that page to PDF.
Shannon McMonigal
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32 votes
An error occurred while saving the comment Shannon McMonigal
commented
Agree, this is so beyond annoying, and it's gotten even worse with this latest banner.
Shannon McMonigal
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55 votes
An error occurred while saving the comment Shannon McMonigal
commented
Agreed. It's so time consuming to have to go and find the credit note and add on a cash refund. It'd be great if we could just search for credit notes. This applies to both bill and invoice credit notes.
Shannon McMonigal
supported this idea
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8 votes
An error occurred while saving the comment Shannon McMonigal
commented
Currently when you create and apply a credit note to a sales invoice, as soon as you hit approve it'll take you back to the invoice, so I then have to click back into the credit note.
I'd like to have a dropdown option to approve & email the credit note to the customer if possible.Shannon McMonigal
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31 votes
An error occurred while saving the comment Shannon McMonigal
commented
When adding a credit note against an invoice, if the invoice already has a credit note or partial payment allocated to it, the sale price of each line item will change. We often want to credit off one line of product or a certain quantity, we rarely will want the credit note to have a different item price than the invoice. Is it possible to change the way this defaults?
Shannon McMonigal
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19 votesShannon McMonigal
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193 votesShannon McMonigal
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112 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Shannon McMonigal
commented
I agree. It's so time consuming having to re-enter the details from that bill. It'd be great to still be able to create a credit note from that bill, and just apply it elsewhere/leave it as credit on that contact's file.
Shannon McMonigal
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111 votes
Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.
We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.
We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.
An error occurred while saving the comment Shannon McMonigal
commented
Currently, if you go to create a new credit note to either an invoice or bill, then click cancel, it will take you to the draft page. This makes no sense. I'm aware I could just click back on the webpage but I see no reason why "cancel" wouldn't just take you back to the invoice/bill you were editing. Often I've accidentally clicked it, or started to enter info but realised I forgot to get something I needed from the bill, so I almost always want to go back to that invoice/bill.
Shannon McMonigal
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Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
19 votesAn error occurred while saving the comment Shannon McMonigal
commented
This is a great idea. I also use the discuss tab and then have no way of knowing if the transaction is now able to be matched, aside from occasionally clicking on the match tab to see if anything pops up.
Shannon McMonigal
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5 votesShannon McMonigal
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14 votesShannon McMonigal
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3 votesShannon McMonigal
shared this idea
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18 votesShannon McMonigal
supported this idea
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237 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
An error occurred while saving the comment Shannon McMonigal
commented
Agreed, especially since they've spread it out so much more, it only takes a few lines & suddenly you're constantly needing to scroll.
Shannon McMonigal
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26 votesShannon McMonigal
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4 votesShannon McMonigal
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27 votes
An error occurred while saving the comment Shannon McMonigal
commented
Commenting on this again as this is such an important feature for accounting software to have.
An error occurred while saving the comment Shannon McMonigal
commented
Can we get thousands separators on line totals brought into new invoicing? Screenshots attached to clarify.
Shannon McMonigal
supported this idea
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This is such a simple request I'm shocked it's still not a thing yet. Automatically issuing monthly statements is such a standard thing amongst so many industries.