Settings and activity
40 results found
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6 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Becky Dwyer
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77 votes
Hi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.
While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks
An error occurred while saving the comment Becky Dwyer
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13 votes
An error occurred while saving the comment Becky Dwyer
commented
Why would I want to date an invoice tomorrow? As was said below, even "yesterday" would be better than that, but end of last month seems a no brainer.
Becky Dwyer
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247 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
An error occurred while saving the comment Becky Dwyer
commented
I would be interesting in having a button at the top and at the bottom. Sometimes we have long invoices, which are made longer by the large spaced rows, and it takes ages to get back to the top of the page. And I like to confirm the total at the bottom before hitting approve, so that's plenty of back and forth if I don't have my caffeine.
Becky Dwyer
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23 votesBecky Dwyer
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61 votesBecky Dwyer
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14 votesBecky Dwyer
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42 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
Becky Dwyer
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85 votesBecky Dwyer
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424 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Becky Dwyer
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98 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Becky Dwyer
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8 votesBecky Dwyer
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83 votesBecky Dwyer
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8 votes
Thanks for the confirmation, Andrew and Sue. While it's possible to add the organisations email in the Contact details field of a Standard branding theme, and could be inserted as Static text on an Advanced template, appreciate there is no specific field for this atm, and why you may like to make this mandatory or a default on the template.
We'll leave your idea for making this mandatory here and you may like to also join this idea for providing as a specific field for this in advanced templates. Being open it's not something we have direct plans for atm, but we'll keep an eye on the interest here and share if there's any plans made.
Becky Dwyer
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32 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
An error occurred while saving the comment Becky Dwyer
commented
I agree, this icon is confusing. It would be very useful if we could view the files attached to a bill/invoice from the contact screen.
Becky Dwyer
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136 votesBecky Dwyer
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39 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
Becky Dwyer
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13 votesBecky Dwyer
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57 votesBecky Dwyer
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21 votesBecky Dwyer
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Oh god this would have been so useful when doing a huge monthly sales invoice on this cleanup job we did!