Settings and activity
7 results found
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12 votes
Hi community, thanks for your input for the idea here. While we're in the process of releasing an update for applying payments to an invoice we want to be upfront here that this does not involve being able to attach a file when making a payment, from the invoice.
Once a payment is applied, you can click within the banner to 'View invoice' then on the payment link within the invoice where you can attach a file directly within the payment transaction.
We will continue to keep a track and share if there are any plans made around this idea, here.
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Ken Eason
supported this idea
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167 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
An error occurred while saving the comment Ken Eason
commented
Joanne, thanks for the clarification regarding using Projects.
There is another Xero report "Billable Expenses - Outstanding" that shows costs that were marked billable when a Bill to Pay or Spend Money transaction is posted, but have not been invoiced to a contact.
Access this report from the Dashboard, Accounting, Reports, Payables and receivables, Billable Expenses - Outstanding. See attached file.
This shows transactions marked billable but not yet invoiced, even if the "Decide customer later" selection was made when assigning the transaction as billable. See attached files.
Not sure how this would work for you with using Tracking Categories.
The issue of how to find billable costs that were NOT marked billable when a Bill to Pay or Spend Money transaction is posted would still not be identified with this report.
An error occurred while saving the comment Ken Eason
commented
This report does exist, but needs some additional functionality.
To view the report, click on the three little dots at the far right upper corner of the Bill screen. This brings up the menu options that include "View bills not assigned to projects". The attached screenshots show how to navigate to this option.
However, the report produced includes ALL accounts from Bills to Pay transactions. In our situation, this would include non-billable company G&A expense accounts.
Adding a "Filter" option to the report selection area to include options to filter by Account, Account Type, Item Code, etc. would make this report more useful.
An error occurred while saving the comment Ken Eason
commented
It's easy to miss the three little dots at the far right upper corner of the screen that brings up the menu options that include "View bills not assigned to projects" to produce the subject report. The attached screenshot shows how to navigate to this option.
However, the report produced includes ALL accounts from Bills to Pay transactions. In our situation, this would include non-billable company G&A expense accounts.
Adding a "Filter" option to the report selection area to include options to filter by Account, Account Type, Item Code, etc. would make this report more useful.
Ken Eason
supported this idea
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24 votes
Thanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
Ken Eason
supported this idea
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39 votesKen Eason
supported this idea
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126 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Ken Eason
supported this idea
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Navigation - Freeze bar at the top of the page to save scrolling
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248 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Ken Eason
supported this idea
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245 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Ken Eason
supported this idea
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As Julia Rebhan's comment of 02/14/2025 indicates, it should not be necessary to click several times to get back to a payment transaction that you just added.
Ideally your developers should enable attaching a file when adding the Payment transaction, just like when adding a Bill to Pay transaction or New Invoice transaction. At least just bring us back to the Payment transaction that was added when saving the Payment, not to a banner where you have to click twice to get to the Payment transaction that you just added.