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3 results found

  1. Invoicing | Files - Ability to attach files before adding contact

    This Function is Broken with New Invoicing - It does NOT create a new invoice with the file attached.

    68 votes

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    31 comments  ·  Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.

    There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.

    We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.

    Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.

  2. Reporting Section under Ideas

    Financial reporting is a critical business need of any business using software. Its strange that Xero dont have this as a catagory under Small business ideas. Can we add "Reports" as a catagory. Xero is poor compared to quickbooks now so need to udnerstand if its ever going to change or whether we need to move. I will only be able to gauge this if there are lots or zero user ideas on reporting (perhaps its only me that thinks its "ok but not great"

    1 vote

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    0 comments  ·  Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Robert, to give a bit of an update here as you may have seen through our Xero blog we have some changes that are coming that includes a simpler navigation.

    Along side this we will be looking to make some updates to also simplify and make it easier for our customers to categorise their ideas in the forums here.

    Totally get how having Reporting as it's own option would make sense and that is something we're looking at directly as part of this. I'll share as soon as we're confirmed on the new structure.

  3. Manual Journals - Assign Contact name to journal

    The ability to assign contact in manual journals.

    Purpose: To enable to track journal entries with contact name

    218 votes

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    103 comments  ·  Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.

    Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.

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