Settings and activity
58 results found
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32 votes
Shannon McMonigal
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168 votesShannon McMonigal
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39 votesShannon McMonigal
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30 votesShannon McMonigal
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112 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Shannon McMonigal
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55 votesShannon McMonigal
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174 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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195 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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1 voteShannon McMonigal
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77 votesShannon McMonigal
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47 votes
An error occurred while saving the comment Shannon McMonigal
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248 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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280 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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68 votesShannon McMonigal
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23 votesShannon McMonigal
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An error occurred while saving the comment Shannon McMonigal
commented
Agreed! In its current state it's basically useless to me.
I keep being prompted that recurring bills that we pay each month may be duplicates. Yet a genuine duplicate bill dated the same date, same amount, just that one bill had leading zeros whilst the other only had the actual numbers, went through without detection.
The fact you can't click to view the bills the way you can in the Bills to Pay screen is infuriating. -
578 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Shannon McMonigal
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663 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.
Shannon McMonigal
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685 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Shannon McMonigal
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This is absolutely critical!