4701 results found
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Invoicing - Include PDF attachment when emailing invoice
When Xero are emailing out their invoices please can you go back to attaching the invoices as a pdf as it quicker to be able to forward them rather than having to sign in and save them as draft, especially when you are having to do loads for clients.
49 votesThanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
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Purchase Orders - 'Pick Up' option for Delivery field
I would like to have the option of raising a purchase order and selecting 'Pick Up' from the delivery field.
4 votes -
Purchase Orders - Automatically Email when Approved
Once you approve the purchase order a pop up or a drop down on the approval button to be able to select 'approve and send' automatically, our organization doesn't require higher management approval to purchase, I enter and send immediately..
2 votes -
Reporting - Filter out Archived Contacts in Account Transactions Report
Hi all,
I want to run an accounting transactions report... if I filter the contact, it comes up with the whole list (I have loads archived!). Would it be possible to be able to filter out the archived contacts or at the very least, be able to type in the one I want?
My predecessor saved all PayPal transactions by their individual addresses so have had to archive them all to make my actual contacts list manageable!4 votes -
UK Payroll - Option to backdate SMP after a pay increase
Allow users to change weekly SMP amount after a payrise to allow simple updates to extra SMP owing without having to delete all previous payruns back to the maternity leave start date.
3 votes -
UK Payroll - Decline holiday requests if balance is zero or negative
Holiday requests automatically declined if holiday balance is '0' of minus value.
2 votes -
Contacts - Integrate with details registered on the Companies office
Part 1: Integrate with Companies office NZ (or similar) so that when I enter the name of a new contact it looks for the details of the company published on the companies office / NZBN. This could reduce data entry and validate that the name entered is a real company, accepting it wouldn't cover other entities.
Part 2: When a company status changes (e.g. goes into liquidation) you could show Xero users a warning, could do the same for company name & address changes etc..
3 votes -
Smart Lists - Add "Country" filtering option
Currently, when filtering smart lists by location you can only add [city, state] tags. It would be nicer to be able to just add country tags, to sort / view contacts by country as opposed to by city.
This would also allow new contacts in that country to automatically be added to the list, vs needing to handle this manually.
4 votes -
Contacts - Search/autocomplete for international addresses
When adding or editing a contact, I always enter their address.
Xero has this great feature that allows searching for addresses, and that's wonderful!
...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.
In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.
So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.
3 votes -
Reporting - Checkbox to reconcile bills against supplier statements
I think it would be helpful to have an interactive check box next to invoices in aged payables detail report to help with reconciling against supplier statement.
3 votes -
Email - Ability to cc and bcc sent emails
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
73 votesHi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
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Email Templates - Create your own custom placeholders
Create your own placeholders for email templates - For example, I want to create a new placeholder for the previous month.
11 votesHi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.
For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.
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Bank Reconciliation - Linked hierarchy bank accounts
Can we please have a Parent and Child relationship on the accounts to ease cash allocations. At the moment we are getting 1 payment that covers multiple accounts.
We work with Schools and get payments from Councils and Academy's. These payments go across multiple schools and payments are currently allocated 1 invoice at a time.
It would be helpful to have a Parent account / Hierarchy account or to put the Council/Academy name within the individual school account on Xero and put the Parent/Hierarcy name within the "Find & select matching transactions" - "Search by name or reference"
8 votes -
AU Payroll - Hide Leave Balances on payslip for selected employees
It would be good if you could hide leave balances on individual employee payslips. The hide/show leave balances on payslips is a global setting applying to all employees. We have a scenario where the employ moved from part time to casual. They had leave balances as a part time employee, but don't have them as a casual but the zero leave balances still appear on their payslip.
3 votes -
Bank Reconciliation - Reconcile both sides of a Transfer in one go
When reconciling transfers between accounts, it would be great if the reconciliation of the transfer in 1 account automatically updates the other so you don't have to reconcile it in 2 places
3 votes -
Invoicing - Undo/revert to previous version of an invoice
Create an undo or revert option for edits made to invoices. We can already see the history of changes made to an invoice, so why can't there be a option to undo or revert to a previous revision of the invoice?
16 votes -
Bill Payments - Use supplier's unique ID as the "Details" reference for Crezco payments
When paying bills using Crezco use the "Details" field from the Supplier Contact / Finance as the payment reference.
For instance if a supplier has given us a unique ID on there system as "DME002" use this reference in the payment field when doing Crezco payments.
FYI. It used to be this way with Wise payments? but has now changed as we move over to Crezco?3 votes -
Journals - Ability to access the journal entry from each transaction
I would love the ability to view the Journal entry created by each transaction, from the transaction itself (without having to leave the transaction to pull a journal report). QBO has this option and I find it very useful.
5 votes -
Bank Reconciliation - Pull Transaction ID from Payoneer transactions
when pulling Payoneer transactions to reconcile, pull also the transaction ID, not just the payee,date, amount etc. seems rather basic, but it's very much needed.
1 vote -
Inventory - Create groups/combinations of items
Combo packages as in the required ladies, lawn mower lady weed eater lady trimmer lady and the rakers
16 votes
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