Settings and activity
3 results found
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633 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
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John Chesters
commented
An unfortunate oversite I imagine, like all the others.
John Chesters
supported this idea
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14 votes
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
An error occurred while saving the comment John Chesters
commented
We create our Invoices in Tradify and from there they are sent to Xero where they are checked and sent. This was a simple task previously but now it's totally time wasting. Why on earth is there a need for a drop down menu to select email, it used to be just a link on the page. This then opens another problem as when the email appears the request that has been going on for more than a year to allow another email to be added other than the one logged in as has been totally ignored so if I try to add an additional email address it no longer allows it. I'm sure there are countless other problems as is typical of XERO doing there thing rather than what clients want but as I cannot add the extra email, I never use it. Certainly looking at other possibilities if this stays this way.
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218 votesJohn Chesters
supported this idea
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Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Maybe time should have been spent on that rather than the new invoicing system.