Settings and activity
24 results found
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138 votes
An error occurred while saving the comment 
Nadine Hyslop
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17 votes
An error occurred while saving the comment Nadine Hyslop
commented
Tracking and discount columns too - just copy new invoicing drafts screen to approved screen.
An error occurred while saving the comment Nadine Hyslop
commented
Yes this is incredibly frustrating for us too! Have the draft new invoicing screen flow through to the approved new invoice screen please! At least each company can have their own layout as per choices made in draft screen.
Every month I have to look back to make sure the accounts are correct, and vehicle tracking (to recode the FAF per vehicle - instead of having multiple FAF lines on an invoice). How can I do this quickly and accurately when these columns hide in small writing underneath the description lines after saving??
Nadine Hyslop
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45 votes
Hi everyone, we've added you to this idea that we split away from the original one you voted for (AU & UK Payroll - Show leave balances on payslip in days and hours) as we have an exciting update applicable to NZ Payroll only.
Our product team has started some work around enabling Xero customers the ability to show Annual Leave in Weeks and FBAPS in Days👩💻. While in early stages at present we'll keep you updated on progress for this here!
Nadine Hyslop
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237 votes
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.There are really important reasons why we must go forward with sunsetting classic invoicing…
Nadine Hyslop
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78 votesNadine Hyslop
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71 votes
Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
Nadine Hyslop
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87 votesNadine Hyslop
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148 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Nadine Hyslop
supported this idea
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246 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Nadine Hyslop
supported this idea
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71 votes
An error occurred while saving the comment Nadine Hyslop
commented
This is infuriating on the new invoicing!! We add discounts to 3/4 of our invoices mostly for FAF so the option to set % as default is going to keep invoicing smooth for me. If not, it will be yet another feature that adds to my workload. Xero, fix this before September!
Also the accounts/tracking categories need to stay in the columns (not hidden underneath each line) for large invoices this will also make things difficult.Nadine Hyslop
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5 votesNadine Hyslop
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An error occurred while saving the comment Nadine Hyslop
commented
So... I didnt realise this was a total separate thing, and have been cashing out AL using AL and putting 'Cash out' in the comment.
Because of this ridiculousness, I literally only just found out a couple of weeks ago that we have been overpaying annual leave to our employees due to this cashed up leave being included in the calculations AND also Xero's auto calculations have been excluding actual information entered on payslips and timesheets (our employees have varied hours every week).
Alt leave balance in hours is also not lawfully correct - should be in days.Such a nightmare Xero's payroll is around Leave atm.
Cmon Xero sort it out, shouldnt need to do things manually when you have the information in the system. There are laws we need to be following here and you are making it very hard!
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21 votesNadine Hyslop
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2 votes
An error occurred while saving the comment Nadine Hyslop
commented
Hmm I wonder if you can just put it as per pic attached? Only problem is, it wont have the expiry date option, and I dont know if it affects IRD when posted through.
We have an employee considering doing this in the near future so Id love to know what Xero's solution is here too - seems unfair to stop our payments to them.
Nadine Hyslop
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5 votesNadine Hyslop
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8 votesNadine Hyslop
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An error occurred while saving the comment Nadine Hyslop
commented
Yes! Super annoying every week to right click on timesheets under first employee and open like 10 tabs to separately click on each employee haha. Minor but frustrating.
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14 votes
An error occurred while saving the comment Nadine Hyslop
commented
I agree! We just did a mini loan for an employee and they are paying it back on a weekly basis. It would be good to set up the total balance owed + weekly deductions (statutory deductions have this option already on some things - see photo). Doing it manually is just yet another thing to try and remember when its all paid up (and a risk of over-deducting!).
Nadine Hyslop
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37 votes
An error occurred while saving the comment Nadine Hyslop
commented
We need the ability to edit the due date completely! Just like with bills/invoices. All our expense claims are generally from the directors buying extra equipment in a quiet month, so they don't expect to be reimbursed for a couple of months. It is very annoying showing in 'overdue' on the dashboard/ in AP.
If we have the ability to amend the date then I can focus on paying creditors who need the payment.
Some of them automate to approval date - but if I don't approve them on entry I will forget!Nadine Hyslop
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10 votes
An error occurred while saving the comment Nadine Hyslop
commented
Currently Xero have a lot of complaints regarding Annual Leave having to be manually calculated and adjusted every time an employee takes AL, unless they work set hours every week.
Our workplace work varied hours every week, but in the winter its the minimum hours in their contract (40 hours). The AWE that is calculated and compared with OWP on the pay run is incorrectly calculating their average hourly rate by using this minimum rate (under employee information) and not actually using all the hours we have been entering under the payslips or timesheets every week! If we can pull the pay history report showing these figures, why is Xero not using this in the calculations??
We have been grossly overpaying Annual Leave because of this failure, and the assumption all the information entered into Xero was actually being used for this.
I feel for any larger business that uses Xero payroll and has to do this manually EVERY time!Nadine Hyslop
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917 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Nadine Hyslop
supported this idea
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4 votes
An error occurred while saving the comment Nadine Hyslop
commented
I have a few journals with plenty of lines, and this causes unnecessary pages printed, and may confuse future administrators/directors.
Nadine Hyslop
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Xero - please add a compact button for this? Like in your reports screen.
"Turn Compact view on or off Compact view reduces the white space between report results."
Compact ON, should significantly reduce the white space and the account/tax/discount/track categories columns all on the right side like it does in classic,
whereas compact OFF should have normal white space plus leaving the accounts etc under the description like you have now.
Currently I have to zoom out to 70% to get the view I need on new invoicing which is super annoying when navigating to a new page, and the darn tracking/info columns are in an annoying spot very hard to see what I am looking for!