Settings and activity

4 results found

1. Sales Invoicing/Files - Enable Seamless Attachment of Files Inbox Documents to Sales Invoices

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   516 votes

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   123 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.

   We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser… more

   Tasha Manoharan supported this idea  ·  17 July, 2023

2. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

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   196 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi 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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   Tasha Manoharan commented  ·  26 June, 2023  ·  Edit…  ·  delete…

   Action is 8 years overdue just fix it please!

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   Tasha Manoharan commented  ·  13 June, 2023  ·  Edit…  ·  delete…

   Couldn't we just at least have a button on the bank rec screen to send receipt if & when we want to send - that way not fully automated yet?

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   Tasha Manoharan commented  ·  23 January, 2023  ·  Edit…  ·  delete…

   This idea was requested 8 years ago!!!! What is happening Xero??

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   Tasha Manoharan supported this idea  ·  23 January, 2023

3. AU Payroll - Create payroll reporting pack

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   11 comments  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminSophie Lewis (Admin, Xero) responded

   Thanks for your patience, it’s been a little while since our last update, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

   Tasha Manoharan supported this idea  ·  19 September, 2022

4. Projects | Sales invoice - Option to choose Task Total or Timesheet entry for each task

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   submitted  ·  4 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Tasha Manoharan supported this idea  ·  02 May, 2022