Settings and activity
28 results found
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46 votes
An error occurred while saving the comment An error occurred while saving the comment 
Sally Stubbs
commented
Also our direct debit batch deposits are all over 50 transactions and batch deposits only allow 50 invoices at a time. We offer 4 dates across the moment for a customer to chose when their direct debit is taken from their bank to suit their cash flow - so the qty in each batch is dependant on the customers. Please extend the batch to 999
Sally Stubbs
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31 votesSally Stubbs
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144 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
An error occurred while saving the comment Sally Stubbs
commented
I re-send invoices individually as a part of credit control and now history advises 'edited'!! Which is also not correct - why cant is advise 'emailed' - to everyone else it looks like I am changing invoices a month after they have been sent to the customers
Sally Stubbs
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An error occurred while saving the comment Sally Stubbs
commented
I re-send invoices individually as a part of credit control and now history advises 'edited'!! Which is also not correct - why cant is advise 'emailed' - to everyone else it looks like I am changing invoices a month after they have been sent to the customers
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10 votes
Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
Sally Stubbs
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An error occurred while saving the comment Sally Stubbs
commented
The new invoicing used to have an option to add BOLD text in the email body and that has disappeared again - please add this back in LOVED it!
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23 votes
Hi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
Sally Stubbs
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An error occurred while saving the comment Sally Stubbs
commented
I don't like the new invoice history update - I send emails to chase debt using the original invoice and resending it. So I open an unpaid invoice - click email, select an email template I've created to chase debt, send - the HISTORY of the invoice now show I have 'EDITED' the invoice - which is wrong as I've not changed the invoice at all... I want this to show I have sent an email and to whom for credit control which is vital tracking for when we pass the invoice to solicitors for debt collection. 'Editing' makes it seem like I've changed the invoice in some way.
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274 votesSally Stubbs
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7 votes
Hi Ruta, apologies for the delayed response. I can see what you mean and appreciate the example you've provided (Thanks!).
From the looks, although not an exact statement format, the Receivable Invoice Summary report would show the details you're in need of here.
Within this report you can include Net/Gross columns of the invoiced amounts and also have Payments/Credits shown in a separate column.
You'll also be able to filter the report by Contact so you could export for a single Customer if that helps too.
Sally Stubbs
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2 votesSally Stubbs
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7 votes
Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used.
For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development.
An error occurred while saving the comment Sally Stubbs
commented
Thank you that is disappointing to hear. Because there can be such similarities in contact names, account numbers can be the best identifier for contacts. Having a place holder in the email subject would allow us to add the account number into invoice, statements and receipts so when we get a reply from those automated emails from xero, we can identify who the reply is from easily and gives us a search index in our outlook facility as well. With an account number in each email, outlook could search for the unique account number and bring up every email to and from the account holder. In many instances, adding it manually is not possible for automated items like statements. Hopefully you may see the value and add it.
An error occurred while saving the comment Sally Stubbs
commented
This is a placeholder for the Contact Account Number (not bank). So in your Contact Details Record we have a field for their internal Account Number which we would like to be able to include in the automated emails sent from Xero. For Example "Big Company Limited, Account B0001, Your invoice...."
Sally Stubbs
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1 vote
Thanks for sharing, Sally. This pop up that appears when clicking on the contact is the contact card. While not a lot of information is held here atm our team are looking into developing that out to show and enable users to edit more of their contact information without having to leave the invoice.
Appreciate this does add an extra click into the contact card before you can go across to the contact record and we'll leave the idea here open to gather interest in a one click option directly. If there's any change we'll update you on this here.
An error occurred while saving the comment Sally Stubbs
commented
Thank you for the update and I can see the value of having a short cut pop up to the account contact info, perhaps as a suggestion to maintain the cohesiveness of the system it would be a god idea to maintain the hyperlink as a link back to the main contact page (like all the links work throughout the system) and add a small 'i' - info icon in the invoice template to access info as a pop up.
Sally Stubbs
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351 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment Sally Stubbs
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To add Ive just noticed this new layout also takes more space vertically on an invoice so I now have to scroll to see the totals on my longer invoices but on classic view I can see everything without scrolling. Having that little bit of shading also helps direct the eye on classic mode and makes the info boxes pop more.
An error occurred while saving the comment Sally Stubbs
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Yes I prefer the more compact view. It helps the eyes focus and see the info quicker, now I feel we are all over the screen, perhaps Xero can keep the new layout but have a compact view option, all of xero seems to be going for this new landscape look, on this form it is not useful.
Sally Stubbs
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84 votes
An error occurred while saving the comment Sally Stubbs
commented
I add to this that this is when viewing an invoice after it has been created. I resend an invoice with a different email template to chase payment after the payment time elapses. Now when I view an unpaid existing invoice it does not have an email option unless I click the 3 buttons.
Sally Stubbs
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144 votes
An error occurred while saving the comment Sally Stubbs
commented
I find setting up a bank rule for this will help post them quickly. A bank rule can look for the several different criteria like amount and recipient and then automatically suggest how to pot it. That will dot he trick. You then just click OK.
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90 votes
We appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
An error occurred while saving the comment Sally Stubbs
commented
One of our clients asked me about this feature today, we have been looking how it is possible to do this and found this discussion which tells us we cant! For a company with many staff in the field, being able to see claims by 1 employee at a time seems crucial. So you know on the approve and pay side how much to send each staff member per term.
Sally Stubbs
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24 votesSally Stubbs
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10 votes
An error occurred while saving the comment Sally Stubbs
commented
16/01/24 Still really struggling to do the bookkeeping for over 100 cleints at the accountancy practice where I work where we use the payment graph all the time. Now to see customer payments we have to open a new report or statement, the payments used to show for all banks on the graph in one place on the contact page making it a powerful tool. We really need this function a credit controllers. Any news on reinstating it? I see Ethan responded but there is no words on his response.
Sally Stubbs
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An error occurred while saving the comment Sally Stubbs
commented
Please reinstate the graph for contacts - it is the ONLY please to show direct debit payment patterns, bounced direct debits that go into and out of an account, client payment patterns and client payment amounts over month in total - why did you stop this? It was the most vital credit control tool for analysing a customer from the contact page. having to customise a report if that is even possible and running it for each customer whilst on a call to the customer is impossible. It is incredibly disappointing that the strength of Xero, the graphs and visual representations have in this instance been obliterated. Looking on the customer hub and further support pages I can see many people have complained about this very issue and I think you will find the functionality was vital to so many of your customers. You have managed to disable the unique strength from xero and mirror the weaknesses of your competitors like sage. It makes me think the programmers have no idea about financial transactions and the decision was made from a IT perspective not as a financial tool for real business. Overall this is a disastrous update.
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590 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Sally Stubbs
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19 votesSally Stubbs
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4 votesSally Stubbs
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8 votes
Hi Nigel, coming back over your idea here I wanted to confirm it is possible to export contacts and their data from your Xero organisation.
This will include Account Number, email - See our article here.
Can you expand a little more on what you're meaning by date and amount? Thanks
Sally Stubbs
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Can you link several batches to one bank transaction? We could get around it this way