Settings and activity
62 results found
-
518 votes
Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.
Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.
I want to assure you we'll keep reviewing this idea, and will share as soon as there's…
An error occurred while saving the comment -
42 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
·
-
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
supported this idea
·
-
28 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
supported this idea
·
-
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
·
-
1 voteShannon McMonigal
shared this idea
·
-
29 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
supported this idea
·
-
19 votesShannon McMonigal
supported this idea
·
-
186 votesShannon McMonigal
supported this idea
·
-
110 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
supported this idea
·
-
106 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
supported this idea
·
-
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
supported this idea
·
-
5 votesShannon McMonigal
supported this idea
·
-
14 votesShannon McMonigal
supported this idea
·
-
3 votesShannon McMonigal
shared this idea
·
-
17 votesShannon McMonigal
supported this idea
·
-
232 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
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
supported this idea
·
-
26 votesShannon McMonigal
supported this idea
·
-
4 votesShannon McMonigal
supported this idea
·
-
25 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
·
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.