Settings and activity
130 results found
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64 votes
Vicki Carlisle
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105 votesVicki Carlisle
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7 votesVicki Carlisle
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192 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Vicki Carlisle
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34 votesVicki Carlisle
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93 votes
Hi community, thanks for sharing how we can improve Hubdoc for your business. While we'll continue to review and consider these sort of integrations overtime, we want to open that we don't have plans to integrate Hubdoc with Onedrive at this time. If there is any change or progress to share around this, we'll return to let you all know on this idea.
Vicki Carlisle
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241 votesVicki Carlisle
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71 votesVicki Carlisle
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12 votesVicki Carlisle
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10 votes
An error occurred while saving the comment Vicki Carlisle
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525 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Vicki Carlisle
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23 votesVicki Carlisle
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363 votes
Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.
Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks
Vicki Carlisle
supported this idea
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103 votes
An error occurred while saving the comment Vicki Carlisle
commented
Just to clarify, I'm referring to invoices from Xero Australia to partners and subscribers.
Vicki Carlisle
shared this idea
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1,467 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
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33 votes
Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
An error occurred while saving the comment Vicki Carlisle
commented
Just adding that this should be a NOTIFICATION to make it obvious it hasn't been sent, the existing system requires a few clicks by the user to go searching for that information in the invoice listing - and why would you search for it when as far as you know the invoice and the reminder/s were sent?
An error occurred while saving the comment Vicki Carlisle
commented
Invoice Reminders - if a reminder is not sent because an email address is missing, please send a notification so the user is aware nothing has been sent.
Vicki Carlisle
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34 votesVicki Carlisle
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30 votes
Thanks for your patience whilst your idea is gaining traction.
We've reviewed your idea and can see that it's been steadily gaining community support.
Whilst this idea isn't currently in the pipeline, we'll keep monitoring the activity and will update you if there are any changes.
An error occurred while saving the comment Vicki Carlisle
commented
Commonsense to put the related date on the report!
Vicki Carlisle
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103 votesVicki Carlisle
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An error occurred while saving the comment Vicki Carlisle
commented
Allow complete flexibility in setting user roles and permissions, rather than the limited pre-set roles.
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126 votes
Hi community, we’d like to share that we’ve introduced tax widgets in Xero Partner Hub so your practice can see how many returns are sitting in the Error tab.
We’ve also improved ATO response times, so returns will come back from the ATO faster and you’ll be alerted to errors sooner.
We’d love your feedback on whether these improvements address the needs behind this idea, or whether there are still situations where an email notification would be more helpful.
Vicki Carlisle
shared this idea
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Please move the ABN to be under the sending entity details, on both the online and pdf formats. Under the business name is the appropriate location for the ABN to be displayed, and this will free up more page space - two or three lines on the page for the actual invoice content.