Settings and activity
245 results found
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69 votes
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.
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Andrew Syme
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41 votesAndrew Syme
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11 votesAndrew Syme
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127 votesAndrew Syme
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41 votesAndrew Syme
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6 votesAndrew Syme
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164 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
Andrew Syme
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3 votes
Thanks for raising your idea, Zoe. The second request for being able to send a purchase order from the app has been raised across here and you can add your support and follow for updates there 🙂
Andrew Syme
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10 votes
An error occurred while saving the comment Andrew Syme
commented
Provide the export to excel as RAW data exports eg Pivot Table Ready to assist with analysis of Organisations data. Having to go thru each export and remove formatting, control break data, ungroup data before it can be used to provide input into analysis spreadsheets.
Excel is a data analysis tool, not a Publishing / Report tool.Andrew Syme
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7 votes
An error occurred while saving the comment Andrew Syme
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During rollouts of Product Updates, Prioritise Xero partners for updating before "Business" or "Staff" users.
Hopefully my clients don't get it before me. I wanted to create a tutorial video for them, but hard when I dont' have it and potentially they do. similarly for my teamAndrew Syme
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13 votes
An error occurred while saving the comment Andrew Syme
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Users can copy and create a new repeating invoice, including placeholders and invoice frequency, from an existing repeating invoice rather than having to copy from an existing approved invoice
Andrew Syme
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9 votes
Hi community, returning back to this idea and connecting with product we've found users in the same situation have often accessed Xero from a saved bookmark.
If you're still running into the same and have saved a bookmarked URL to access Xero we'd recommend removing this, and going to my.xero.com, or login.xero.com to login to Xero.
If the issue persists it's really best for our specialists at Xero Support to investigate further. You can reach them by raising a case through Xero Central.
With issues like this being best looked into with our support team directly we'll close this idea. Please feel free to respond to let others know if the method above helps. Thanks!
An error occurred while saving the comment Andrew Syme
commented
Hi Kelly, Many many cases have been logged to support regarding this issue. It only attracts a cut and paste response of how to log in to xero.
Hopefully, someone is noticing Product Ideas more than support calls.
Anyway. Call logged. Feel free to monitor progress. CX0015019464Yep. Response as expected
Hi Andrew
Thanks for letting us know about the issue you're experiencing where an unexpected organisation opens when logging into Xero.
We’ve logged this with our product team who have assessed and prioritised this accordingly. We’re currently unable to provide a timeframe as to when any changes may be made, however it will be taken into consideration for future developments in Xero.
Kind regards
Andrew Syme
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4 votes
Thanks for your engagement and letting us know the changes that matter to you, Bailey.
We've reviewed your idea again and I've slightly updated the title so this is clearer to others members on the site. We'll continue to track the interest your idea receives here, however there are no plans to change these preferences at present.
Andrew Syme
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25 votes
Hi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.
To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.
Andrew Syme
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8 votesAndrew Syme
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9 votesAndrew Syme
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23 votesAndrew Syme
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25 votes
Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
Andrew Syme
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20 votesAndrew Syme
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5 votesAndrew Syme
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The functionality to Add a New Invoice from the files area is Broken as the file is not attached to the New Invoice.