Settings and activity
4 results found
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
536 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
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Mark Purcell
supported this idea
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214 votes
An error occurred while saving the comment Mark Purcell
commented
When I add a billable expense to an invoice, I would like any attachments associated with that expense to also be copied to the invoice.
Use case:
My billable expense generally will have a copy of the taxi/ airline receipt. My client would like to see a copy of that receipt with my invoice. Currently I add the billable expense, but then have to manually locate the receipt and manually upload to the invoice.
Mark Purcell
supported this idea
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198 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Mark Purcell
supported this idea
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415 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Mark Purcell
supported this idea
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Dozens and dozens of comments from users wanting this feature and no feedback from Xero.
Community forums like this only work if you engage Xero, otherwise they turn into a negative for your brand.
Xero, please engage...