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49 results found

  1. Xero HQ - Transfer/copy reports between practices & organisations

    204 votes

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    submitted  ·  59 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Rachel Paterson supported this idea  · 

  2. eInvoice - Ability to add this to a contact record

    7 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Rachel Paterson supported this idea  · 

  3. New invoicing - Option to Approve, send eInvoice and email with one click

    3 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Interesting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks

    Rachel Paterson supported this idea  · 

  4. Contact defaults - Option to default to eInvoicing

    14 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Rachel Paterson supported this idea  · 

  5. Invoicing: Option to 'Add for eInvoicing' when receiving invoices from other Xero Organisations

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Paterson supported this idea  · 

  6. New invoicing - Option to use Xero Network

    206 votes

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    161 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero. 

    I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon. 

    Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂

    Rachel Paterson supported this idea  · 

  7. eInvoicing - Ability to create Credit Notes (or negative invoices)

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rachel Paterson supported this idea  · 

  8. eInvoicing - Set a default seller email address

    8 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rachel Paterson supported this idea  · 

  9. EInvoicing - Connect with Purchase orders

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Paterson supported this idea  · 

  10. eInvoicing - Provide PDF copy of bill

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Rachel Paterson supported this idea  · 

  11. eInvoicing - Bulk approve & send

    26 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Paterson supported this idea  · 

  12. Invoicing - Make the History & Notes the same as in Classic Invoicing

    740 votes

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    167 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Rachel Paterson supported this idea  · 

  13. Invoices: Resend failed e-invoices as an e-invoice

    8 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Rachel Paterson supported this idea  · 

  14. Contact - Indicate if customer receives e invoicing

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Rachel Paterson supported this idea  · 

  15. E-Invoicing - Setting the e-invoicing toggle button as default.

    21 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Paterson supported this idea  · 

  16. Xero HQ - View connected apps by client

    42 votes

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    11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.

    As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.

    Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.

    While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks

    Rachel Paterson supported this idea  · 

  17. Xero HQ - Move the "Go to Xero" button to the left of the client's name

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Rachel Paterson supported this idea  · 

  18. Xero HQ - Warning when archiving client with active Xero organisation subscription

    23 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Rachel Paterson supported this idea  · 

  19. Bank feeds - Retain the payment link for Kiwibank & ASB

    36 votes

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    10 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Rachel Paterson supported this idea  · 

  20. Contact - Ability to set e-invoice as a default

    30 votes

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    submitted  ·  11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rachel Paterson commented  · 

    100% agree. Also for repeating invoices. And also send the client a notification or alert that the invoice has been sent via e-invoicing.

    Rachel Paterson supported this idea  · 
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