Settings and activity
15 results found
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397 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
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Stephanie Cassimatis
commented
So much lost business for something so easy to implement. Why is this taking years??
Stephanie Cassimatis
supported this idea
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11 votes
Hi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in?
Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here
Stephanie Cassimatis
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3 votes
Hi Morgan, if you have common inventory and services you trade, you could look at saving these as items to your Products and services. When invoicing you'd simply use the Item column to find and select what needed to be included in the invoice, saving you time from having to enter repetitive data.
Appreciate there is a little hurdle if you're looking at adding 'description' only lines with new invoicing atm and this is something we're looking into and you can follow updates for this across on this idea.
Stephanie Cassimatis
supported this idea
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908 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Stephanie Cassimatis
supported this idea
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4 votes
Hi Brooklyn, currently there are a few automated ways you could get your receipts into Xero.
With Xero files you could drag & drop your receipts into your files library, from here you could then create a bill from the file.
Alternatively if you're using Xero expenses when you create a new expense claim you can drag & drop files from your computer directly onto the left hand of the screen.
Stephanie Cassimatis
supported this idea
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413 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Stephanie Cassimatis
supported this idea
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136 votesStephanie Cassimatis
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133 votesStephanie Cassimatis
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204 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
Stephanie Cassimatis
supported this idea
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219 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Stephanie Cassimatis
supported this idea
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220 votes
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.There are really important reasons why we must go forward with sunsetting classic invoicing…
Stephanie Cassimatis
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108 votesStephanie Cassimatis
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253 votesStephanie Cassimatis
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321 votes
An error occurred while saving the comment Stephanie Cassimatis
commented
This would help massively with credit control and help reduce admin. Please allow this to be a simple feature
Stephanie Cassimatis
supported this idea
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227 votes
An error occurred while saving the comment Stephanie Cassimatis
commented
How can we get this upvoted? Please share on all Xero platforms. I see so many people complaining about this but we are not getting the votes to be noticed by Xero support. Lets get sharing!
Stephanie Cassimatis
supported this idea
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Hey @dana, what would it take to activate this feature? It already exists for invoices so not a new thing. PLUS the added bonus that if it is activated, then not only do we make more money but we now have more money to spend on other Xero add-ons. Simply a win- win