Settings and activity
29 results found
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10 votes
Hi everyone, we appreciate the interest this idea is receiving and will continue to watch the interest for this here however want to be open that this isn't something we have plans to develop into the newer Contacts page at present.
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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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643 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Sally Stubbs
supported this idea
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30 votesSally Stubbs
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8 votesSally Stubbs
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8 votesSally Stubbs
supported this idea
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519 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Sally Stubbs
supported this idea
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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.
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87 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
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110 votes
An error occurred while saving the comment Sally Stubbs
commented
Fault on new contact page - when an invoice is paid using an overpayment is show £0 in the amount paid column! If an invoice is ONLY paid with an overpayment it therefore shows £0 paid £0 due. It should show the full amount paid by any payment method.
Sally Stubbs
supported this idea
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519 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Sally Stubbs
supported this idea
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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.