Settings and activity
45 results found
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39 votes
Shannon McMonigal
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9 votes
Hi community, thanks for sharing your feedback in the idea here. Since first raised, we have made some improvement to the Bills to pay page including the ability to quick view and edit bills on the fly from the list, a duplicates review feature and the ability to directly upload to create draft bills in your organisation.
Taking some of the more recent development into play it'd be good to hear if there are still particular aspects of this page that you feel could be improved.
An error occurred while saving the comment Shannon McMonigal
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114 votes
An error occurred while saving the comment Shannon McMonigal
commented
Coming back to comment again as I've just received a stack of bills from a supplier who also uses Xero, who noted a PO as well as having the auto-generated invoice number on each. I WAS going to have dext auto-publish all their bills to save time, but I now have to manually go through every one just to copy the reference into the invoice number section. So time consuming for something Xero already has on their invoices!
An error occurred while saving the comment Shannon McMonigal
commented
Yeah I notice you can add a PO & Invoice number to invoices, not sure why this isn't possible for bills. Would certainly be super helpful, as currently we just have to squeeze both into the one field.
Shannon McMonigal
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16 votesShannon McMonigal
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31 votesShannon McMonigal
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162 votesShannon McMonigal
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16 votesShannon McMonigal
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27 votesShannon McMonigal
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106 votesShannon McMonigal
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46 votesShannon McMonigal
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165 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Shannon McMonigal
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155 votes
Hi community, thanks for on-going engagements with us about how you use the Xero network in this idea. As our team continue work on new invoicing, development for building the Xero Network within new invoicing is now underway, and we'll keep you updated of further news of this, here.
In the meantime, if you've set up Xero network for your contacts you can continue to send these through the Invoices awaiting payments list. As mentioned in my last updated we still strongly recommend exploring eInvoicing as a solution.
Shannon McMonigal
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67 votes
Thanks for sharing this here, Olga. Appreciate the needs in being able to approve these sort of 0.00 invoices in your Xero organisation. I can confirm this is something our team are looking at so I'll keep you updated of any change of this, here.
For the meantime, though I appreciate it may slightly change your flow you should find you can approve these type of invoices from the Draft list of your invoices. If you have a few of these waiting you'll be able to Approve these all at once to save a little time.
Shannon McMonigal
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1 voteShannon McMonigal
shared this idea
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71 votesShannon McMonigal
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46 votes
An error occurred while saving the comment Shannon McMonigal
commented
This is absolutely critical!
Shannon McMonigal
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240 votes
An error occurred while saving the comment Shannon McMonigal
commented
I'm shocked this still isn't a feature considering this idea was shared almost a decade ago.. I just noticed I had an option to send a remittance advice using my custom branding, but nowhere on the remittance advice did it actually have a title stating what the document was? I can't find anywhere to modify it to add that in either?
Shannon McMonigal
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218 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Shannon McMonigal
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2 votesShannon McMonigal
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3 votes
Hi Larina, we appreciate our customers have different preferences for the bills page they would like to default to and this option is available within the 3 dot menu on the Bills page.
From here you'll be able to set the Awaiting Payment screen as the default.
It's not possible to do this for the Invoices screen atm so I've slightly changed the title of your idea here to reflect that specifically. We'll continue to track the interest here and let you know if there's any progress.
Shannon McMonigal
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The quick view screen to me is completely unusable; it takes up almost the entire screen and yet still can't fit each column since it's all so widely spaced. The amount you have to scroll if you have a few lines is ridiculous when there's still so much white space on the screen. It's similar to the issues with the new invoicing layout.
I also don't know how to edit from the quick view screen?
Viewing the attached PDF will now cause the screen to jump way up the list of bills, so you have to scroll back down to get back to the bill you're viewing the PDF for.
I think you're already aware of all the issues most users are having with the duplicate bills review and how useless that feature has been so far.