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51 results found
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1,162 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
We want to keep you updated as work progresses on this, and I'll be back to share…
Johan Potgieter
supported this idea
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291 votes
Hi community, we appreciate your feedback here. We understand how valuable bulk actions would be for updating and processing repeating invoices, especially when you're managing changes at scale.
While this work isn’t currently roadmapped, we recognise this as a gap and it’s on our team’s radar as we look at the future of repeating invoices. If there’s any news or progress to share, we’ll be sure to update this idea.
Johan Potgieter
supported this idea
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101 votesJohan Potgieter
supported this idea
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248 votes
An error occurred while saving the comment Johan Potgieter
supported this idea
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477 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Johan Potgieter
commented
This is just extremely dissapointing.
Especially after you state the obvious - "we know this idea has a lot of interest"
Unfortunately, most customers pay 30 days on statement. So unless the Statement gives the 30 days portion CLEARLY, whilst showing the movement and ensuring they have all the latest invoices of the past month ready for payment in the next... This creates a lot of headache and I have a lot of clients thats is constantly asking.
Then Xero is constantly talking of making things beautiful... Have you had a look at the Statements section?? It is still the OLD Xero look - So the hope and the expectation has been that when Xero started moving to the NEW INVOICING the Statements on which that invoicing is based will also receive some love.
So unfortunately, the very poor workaround given above, adds to the frustration and does not take away from it.
I realise that Xero will probably never read what I have just written - considering the amount of feedback we get on these requests - even though this particular request has been coming on for YEARS! I am talking before 2017 period.
So unless there is doubt - This function is an Accounting System BASIC - not a gimick or nice-to-have. And the expectation from every business owner is that this is included - it is not specifically asked, becuase it is like asking if water is wet - it is a universally accpeted fact... but here we are... the Xero community stading corrected in the desert where water is dry.
Johan Potgieter
supported this idea
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48 votes
Hi everyone, while we appreciate your interest in a direct feature in Xero to schedule and manage loans this isn't something we have planned right now.
We do have some information on Xero Central that may help some here with managing loans in Xero.
We will continue to monitor the community support for this in the forums here, and share if there are any updates.
An error occurred while saving the comment Johan Potgieter
commented
I would consider this function to form part of Bank rules ideally
Submitting a amortisation schedule linked to the fixed amount coming of the bank to do the automatic interest and capital splitJohan Potgieter
supported this idea
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548 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
Johan Potgieter
supported this idea
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122 votes
An error occurred while saving the comment Johan Potgieter
commented
Restrict the ability to create a new contact,
or at least do a verification of a new contact by e.g. pop up window "are you sure you want to create a new contact?"And taking it one step further - running a validation check in the current contact list and make suggestions of other current contacts that is closely alligned.
e.g. after entering " H and M stores" a pop up can ask, did you not mean "H&M Stores" that is currently a contact?Johan Potgieter
supported this idea
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649 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.
Johan Potgieter
supported this idea
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383 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
Johan Potgieter
supported this idea
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530 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Johan Potgieter
supported this idea
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In agreement with everyone.
For especially rental agencies or similar type of businesses. You always send recurring invoices that relates to the period coming.
I.e sending invoices on 20 July for effect of August Services (therefore the invoice date for accrual purposes have to be August)