Settings and activity
21 results found
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61 votes
Tasha Longmire
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1 voteTasha Longmire
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8 votesTasha Longmire
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10 votes
Hi community, we're currently working on some improvements to the table/grid within new invoicing that'll provide better visibility of details.
While we won't be enabling customers the ability to adjust columns widths yourself, we're making changes that'll condense the view so you can see more at once, such as the full account name. We'll also be shifting some of the detail shown beneath the description into columns of their own for ease of view. I'll come back to share as there's more news.
Tasha Longmire
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30 votesTasha Longmire
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56 votes
Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
An error occurred while saving the comment Tasha Longmire
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9 votesTasha Longmire
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553 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Tasha Longmire
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768 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Tasha Longmire
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3 votes
An error occurred while saving the comment Tasha Longmire
commented
Definitely need more options for viewing project statuses. In the projects tab under 'In Progress", being able to see only the project name with the total of time/expenses is frankly useless.
For projects that are ongoing and invoiced multiple times as the project progresses, it is very difficult to keep up with what is outstanding, other than going into the project details itself. When a business has 50+ projects that are in various stages of completion, it would really help to have a comprehensive overview.
Tasha Longmire
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13 votesTasha Longmire
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6 votesTasha Longmire
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98 votes
An error occurred while saving the comment Tasha Longmire
commented
This would be very useful, I am surprised it has not been implemented yet.
Entering individual time entries wastes a lot of time, especially if more than 1 employee worked on the same project for the same amount of time.
Tasha Longmire
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8 votes
Hello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information.
Looking forward to hearing back from you.
An error occurred while saving the comment Tasha Longmire
commented
Agree with prior comments and want to add: If a receipt is marked as paid in Hubdoc, there should be an option to select the account it was paid from in the "Destinations" section.
If I enter a receipt in Hubdoc as "paid", why is the receipt added to Xero with the status "awaiting payment", when it has already been paid?
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18 votes
An error occurred while saving the comment Tasha Longmire
commented
I agree strongly with you and Kate. Recently transitioned from Quickbooks Online and am severely disappointed at the Projects functionality in Xero and the lack of responses.
It baffles me that they cannot even add something as simple and integral as a box for notes. Like, come on, what are we paying for here with the monthly add-on price??
Tasha Longmire
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5 votesTasha Longmire
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93 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Tasha Longmire
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19 votes
An error occurred while saving the comment Tasha Longmire
commented
Strongly agree: If Xero goes to 4 decimal places, Hubdoc should go to 4 decimal places.
Tasha Longmire
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19 votes
An error occurred while saving the comment Tasha Longmire
commented
Support told me to enter an extra 10 lines to account for a $0.02 rounding error as a result of the decimal places allowed, then amend it in Xero. Is it just me or is that a ridiculous amount of time and effort required?
Seriously, they need to allow 4 decimal places. I can't believe this request is from 2 years ago yet there has been no sign of this being implemented. If Xero goes to 4 decimal places, it makes absolutely 0 sense for Hubdoc to only go to 2. This needs to be a priority!
Tasha Longmire
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1 voteTasha Longmire
shared this idea
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This really needs to be added. It is extremely time consuming to check if a mark up has been applied for numerous line items on invoices.
I have noticed when assigning a billable expense to a contact, the cost price is what is used on the invoice, regardless if the expense is in the product/services list with a set sell price.
However, when assigning a billable expense to a project, the sell price is applied if the billable expense is in the product/services list. Though if it is a line item that is not a product/service, there is no markup added.
This causes a lot of confusion and drastically increases the possibility of incorrectly charging customers when invoicing. This needs to be fixed.