For small businesses

182 results found

1. Xero Accounting app - Set default behaviour for 'Send me a copy'

   When sending an invoice from a mobile device, remove the “send me a copy” button, or at least let us make a one time adjustment to stop having to turn it off every single time.

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   0 comments  ·  Business features  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate letting us know how we could improve your flow when working from the Xero Accounting app, Joshua. Our team have just released a change for iOS to align with the Android behaviour.

   Now, when you send an invoice or a quote, the 'Send me a copy' field will be unchecked by default.🙂

2. Sales invoice - Auto fill sales person

   Option to Auto Fill Account, Tax Rate, Sales person for all rows. It gets quite time consuming to manually add for each line (even if it is a button at the top of the fields allowing auto fill of all, that would greatly help)

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   1 comment  ·  Business features  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi, Neilson, as noted in my last update, it sounds like Tracking is the most appropriate feature for auto filling your sales person in an invoice. You can add defaults for contacts that'll automatically populate the tracking column as you enter lines within an invoice for that contact.