Settings and activity
22 results found
-
5 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 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
shared this idea
·
-
100 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
An error occurred while saving the comment Sally Stubbs
commented
We use this feature all the time if there is an invoice issue so we need it back please! Another critical vote! x
Sally Stubbs
supported this idea
·
-
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
shared this idea
·
-
138 votes
An error occurred while saving the comment Sally Stubbs
commented
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
commented
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
supported this idea
·
-
29 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
shared this idea
·
-
126 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.
-
78 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
supported this idea
·
-
20 votesSally Stubbs
supported this idea
·
-
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
shared this idea
·
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.
-
553 votes
Hi team, further on from our last update we are extending the ability to automatically record Xero subscription invoices in your organisation to UK customers via einvoicing.
As a first cut if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll need to enter your businesses VAT. Over the following months we'll be building on the experience so you can eventually choose this option from the online invoice itself. We'll keep you updated of progress for this, here.Sally Stubbs
supported this idea
·
-
964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Sally Stubbs
supported this idea
·
-
16 votesSally Stubbs
supported this idea
·
-
3 votesSally Stubbs
supported this idea
·
-
7 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
supported this idea
·
-
3 votes
An error occurred while saving the comment Sally Stubbs
commented
I have this issue too and I have raised this as an idea on a separate idea which has some votes too - YES VOTE CRITICAL!
Sally Stubbs
supported this idea
·
-
5 votesSally Stubbs
supported this idea
·
-
398 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Sally Stubbs
supported this idea
·
An error occurred while saving the comment Sally Stubbs
commented
I would use this feature - it would make credit control very helpful.... thinking about the 'other uses' - I have customers who pay by instalments on a direct debit or payment plan, or who have contacted us to say they will pay but we agree a delay for any reason (like waiting for a HMRC / tax / CIS refund) so I would like to mark invoices that are paused. Then I could use the automated reminders to chase invoices 'not - paused' so the functionality could extend from invoices in dispute to invoices on a payment plan / paused / etc . If WE use the tick box for PAUSE purposes, the effect could then be the same - an invoice we know about. An invoice that does not need chasing. It could therefore be a 'pause' feature for credit control, that would make the function very powerful. You could generate a report of invoices paused, see the total, instalments received and days overdue for example. That would help all purposes, dispute, on an agreed delay, or a payment plan, lay - by, direct debit etc... I presently have 463 of 900 unpaid invoices on a payment agreement or paused. To find those 463 in Xero I have to use a excel spreadsheet and filter them. To send reminders for the the other 437 overdue items I need to open each one individually and use an email template to chase. This puts the power of this function into perspective.
-
63 votes
An error occurred while saving the comment Sally Stubbs
commented
Agree - I have posted this topic too! See "Contact Update - Main Invoice tab - Invoice overdue days" Thank you for posting we may get it back if enough people comment and vote xx
Sally Stubbs
shared this idea
·
-
9 votesSally Stubbs
shared this idea
·
-
23 votes
An error occurred while saving the comment Sally Stubbs
commented
Most of my sales contacts pay in direct debit instalments (some in advance and some in arrears) so most contacts only have the 'invoices' tab as they do not make direct payments. On the invoices tab there is only amount paid / amount due - so if an invoice is part paid you cannot see how much the invoice is for anymore! A TOTAL invoice column is needed or you have to add up paid + due to get total!
Sally Stubbs
supported this idea
·
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.