Feature Request - Fix Xero Integration, display credit notes too

While Xero Integration is very welcome, currently the implementation does not pull in Credit Notes which means that  it shows a completely misleading Lifetime Value and Status.

In one scenario we have additional invoices raised that have then been cancelled - these have been credited out within Xero. However Insightly shows ALL these invoices as valid, thereby significantly and erroneously raising the lifetime value of the customer!! 

This really needs to be sorted ASAP, in my opinion is is dangerously misleading, especially as one of the key objectives of this Xero integration is to remove the need for Sales & Marketing having to use Xero.

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13 comments
  • XERO: Its is a really great integration - but certainly needs this addition: + 1

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  • Hello Yaron,

    You are correct, we do not as of yet pull in any Credit Note data and it does not factor into the calculations. We get the total by calculating the sum of all "PAID", "AUTHORISED", and "SUBMITTED" invoices for that particular contact. I am not sure what you mean by "Cancelled", is that similar to a "VOIDED" invoice?

    In any case, we will be looking into this and connecting with Xero to make that fix..

    Thank you for reporting this and allowing other people to vote

    --Engineering 

     

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  • Thanks Patrick - excellent news :)

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  • I imagine cancelled = "Deleted" ?

    Another time saving feaure would be as well as the "View" button in Insighlty next to each invoice, have an "Edit" button... (not your fault but its a pain once in XERO to view the invoice there is not an "Edit" opton on the XERO "Invoice Options" button/drop down.... we then have to go to the invoices overview screen and find the invoice again, click again, and then edit it)

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  • - And allowing Tax Inclusive / Exclusive default setting to be saved in our Insightly system settings (or better yet reading the XERO Org Financial settings / saved default).... we need Tax Inclusive and every draft invoice created, and in the Insighltly dialogue box it pops up with "Exclusive" and has to be manully changed..... that pesky "e" being before "i" in the alphabet I guess!? :)

    - Also, being able to set Due Date explicitly/ specifically in its own field on the draft invoice creation dialogue (rather than just in relation to the invoice date and with the limited options) would be a time saver as well... rather than having to go into Xero to edit it after creation :)

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  • Hi,

    We are in contact with Xero and are waiting for them to add that ability through their API. When they do, we will be able to pull in the Default Setting for the Invoice Tax and display it properly. Currently, as you have correctly guessed, it is just in alphabetical order :) 

    As for the Due Date, that's a great suggestion and i have added it to a list of future improvements. 

    The Edit button on the Invoice line is another great idea!

    Thank you for using Insightly!

    --Engineering

     

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  • Hey Patrick,

    What is the status up date with displaying Credit Notes / Negative Invoices / Voided Invoices etc in the Insighlty Xero tab?

    This is really needed. Please.

    (Raw Travel)

     

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  • Hi mia:

    We are still waiting for Xero's API team to released their latest changes. Once we have this we can move forward with development!

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  • Pre-payments as well please.

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  • Hi, is there any update on pulling through credits and the ability to show the net figure?

    Thank

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  • Hi Kristiina:

    This hasn't made it to our road map but we'll be sure to let you know if anything changes. Thanks for sharing which suggestions are important to you with our Community.

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  • We are also having trouble getting the LIFETIME VALUE and 12 MONTH VALUE to show the customer's transactions.  I am guessing it is the same problem. In Xero we are not generating invoices for each transaction because they are coming in via subscription. I see the transactions on the customer contact in Xero but this does not seem to make its way over to Insightly (perhaps because there are not connected invoices?)

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