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25 results found
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3 votes
Hi Maggie, appreciate you for sharing your idea and explaining how this would fit into your workflow. It’s helpful to understand where quicker access could make things run more smoothly day to day.
We’ve moved this idea into Gaining Support, so it’s now open for the community to add votes and comments. Seeing how others respond will help us understand how widely this need is shared.
As a short-term workaround, you could bookmark the Repeating Invoices page in your browser or pin that tab so it’s always within easy reach. It’s not quite the same as having a dashboard shortcut, but it can help shave off some time while we continue to gather feedback.
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Alison Chaffey
supported this idea
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1,116 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
An error occurred while saving the comment Alison Chaffey
commented
A word of caution using the kindly offered app - AI generated code is notorious for glaring security holes and by using it you could unwittingly open yourself up to vulnerabilities/data breaches. Can you offer any reassurances Marc?
Alison Chaffey
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15 votesAlison Chaffey
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38 votes
An error occurred while saving the comment Alison Chaffey
commented
I accidentally deleted a line on a draft repeating invoice today (I had some in-month additions added for the client), I went back to drafts to reopen the generated invoice and it had already autosaved. An undo button to quickly restore a line seems like a no-brainer. To be able to revert to the original version of the invoice would also be good.
Alison Chaffey
supported this idea
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679 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Alison Chaffey
supported this idea
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762 votes
Hi community, we appreciate your feedback and hearing the value that automating and sending reports would have for you.
We're happy to announce that our reporting product team is currently exploring ways to email & auto-schedule reports directly from Xero!
We'd like to invite customers who share reports regularly to be part of this early study, and wanted to share this opportunity with you all whop've supported this idea:
- This will involve a 45-minute video interview where we'll show early concepts and ask for your feedback
👉 If you’re interested, please sign up & book a time that suits you here
Please note: We’ll be running sessions from Australia/New Zealand, so times are limited.
Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.
Alison Chaffey
supported this idea
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753 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Alison Chaffey
supported this idea
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1,085 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Alison Chaffey
supported this idea
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1,247 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Alison Chaffey
supported this idea
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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Alison Chaffey
supported this idea
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52 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Alison Chaffey
supported this idea
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97 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Alison Chaffey
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125 votesAlison Chaffey
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18 votesAlison Chaffey
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111 votesAlison Chaffey
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751 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Alison Chaffey
supported this idea
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90 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Alison Chaffey
supported this idea
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10 votes
An error occurred while saving the comment Alison Chaffey
commented
When you create a repeating invoice give the ability to select a specific contact for the invoice.
We have a client who wants invoices for the two services we provide to be sent to different contacts for approval (one to the marketing dept, one to the IT dept). This is a common issue with other larger clients who have budgets assigned to different departments. Sometimes we just put FAO [name] in the reference and they go to a generic accounts email address, but with this client the invoice needs to go to the approver first.
In repeating profiles it would be useful to be able to assign the right contact so that these invoices reach the right person, saving my clients time.
Alison Chaffey
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69 votesAlison Chaffey
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23 votesAlison Chaffey
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There is no quick way to get to repeating invoices or bills, this is a key workflow for a service business like ours. Likewise no easy way to create a new repeating invoice/bill from other screens.