Settings and activity
2 results found
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86 votes
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Alana Skinder
commented
Can someone from Xero advise when this issue will be corrected? Because if it's not on the agenda to be corrected by the end of the year I intend to change systems, and knowing sooner rather than later if I should be transferring clients would be good. Honestly, the most respectful thing you guys could do is at least let us know given how long this thread has been open.
Alana Skinder
supported this idea
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An error occurred while saving the comment Alana Skinder
commented
Currently we cannot add or remove items to an invoice once a partial payment has been received.
For my business this creates a massive admin issue that leaches literally hours of staff admin time. I own a dance school and it is completely common place for student to drop, or more commonly pick up, classes throughout the year. Our invoicing is set up for the year, with monthly payments collected via direct debit.
This means that once the first direct debit has been collected, an invoice cannot be edited. Upon opening a case I was advised this was to "maintain integrity of financial records" however in the same respose was advised I could delete the partial payments, edit the invoice, and re-input the partial payments. This essentially voids the idea that this is to maintain integrity.
The process of deleting payments just to edit an invoice creates an undue amount of admin time waster, as all payments must be deleted individually, the invoice edited, and then all payments must be added back in individually, with the invoice automatically closing after each payment is added. I then need to go back into my records and reconcile those payments once again.
I would estimate this takes myself or my staff approximately 10 mins per invoice. For context we are 6 weeks into our term currently and I have already needed to alter 11 invoices, and I estimate term two will require significantly more alterations.
This is enough of a burden for me to consider an alternative software, so I really hope this could be addressed sooner rather than later as everything else has been overall good with xero, but this just takes way to much valuable time.
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13 votes
An error occurred while saving the comment Alana Skinder
commented
It would be really useful if there was an options to tag or colour code invoices in the list view, so that at a glance we could see invoices grouped together for any given reason.
For example most of my invoices are paid via direct debit, so I'd love a way to tag/colour code the invoices that have not yet signed up for the debit system, so that I can see at a glance how many I am still missing and who I need to follow up on.
Alana Skinder
supported this idea
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I opened a ticket with Xero and through that they confirmed this is not something they are working on at all right now, which is incredibly disappointing and honestly feels pretty disrespectful. They're so busy with beautifying the dashboard and adding in useless AI that they can't fix a fundamental, and rather stupid, issue that was brought to their attention over three years ago. If this is significantly impacting your business (as it is mine), you might need to consider looking for alternative software.