Settings and activity
32 results found
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sally Stubbs
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414 votes
Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊
We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.
Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.
I'll keep you looped in on further updates here.
Sally Stubbs
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5 votes
Hi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation?
It still sounds like untracked inventory could work here - for example each 'client' would be set up as an untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account.
Sally Stubbs
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16 votesSally Stubbs
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313 votes
An error occurred while saving the comment Sally Stubbs
commented
I would like the Overdue days to appear on all statements to prompt action form long overdue customers. If they see the invoice is 493 days overdue it sounds bad and may prompt action.
Sally Stubbs
supported this idea
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771 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Sally Stubbs
commented
For credit control especially when you are engaging in legal action, we use these notes to show when we have resent invoices to chase payment. This now just shows 'edited' which makes it look like we are changing the invoice each time which looks extremely bad to the customers and legal system where we have had a customer accuse us of changing how much an invoice was for!!! Yes you can prove otherwise but this is a very bad situation to be in when you integrity is questioned due to Xero recording the facts inaccurately! SORT!!!
Sally Stubbs
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1 voteSally Stubbs
shared this idea
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16 votes
An error occurred while saving the comment Sally Stubbs
commented
It would be great to be able to £0 them to stop the data coming into reports. At present if you download a Receivable Invoice Summary - a voided invoice has a £ value matching the original invoice in that report which is technically incorrect as it has been voided the value should be nil
Sally Stubbs
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5 votesSally Stubbs
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51 votes
An error occurred while saving the comment Sally Stubbs
commented
Can you link several batches to one bank transaction? We could get around it this way
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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45 votesSally Stubbs
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372 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
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
supported this idea
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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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21 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
supported this idea
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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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26 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
Sally Stubbs
supported this idea
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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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43 votes
HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
Sally Stubbs
supported this idea
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10 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
shared this idea
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153 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
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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117 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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38 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
shared this idea
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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.
On the new invoice screen you have added the client account number under their name but the font is TINY! And so hard to read! We use this account numbers in the narrative and ref of our invoices so we can search for them and use the [Ref] placeholder in our emails, so we copy the account number from this tiny field. But IT also helps us know we have the right company, as we have some in groups with extremely similar names so our account numbers are all unique!
EXAMPLE = Account #: W0199 Can you make the font in proportion to the erst on the screen instead of pale and tiny please