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4 results found

  1. New Invoicing - History to include if invoice is resent

    271 votes
    58 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    An error occurred while saving the comment
    Nardene Reid commented  · 

    EDIT - I read some of the other comments and have tried a different way - if I use the APPROVE and EMAIL button, I can see an email address of where it was sent to. If I APPROVE and PRINT (which I do as it's a double check of invoice) THEN email - no address is listed. Which leads me to believe it's a progamming error. Of which I know absolutely nothing!

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    Nardene Reid commented  · 

    @Kelly_Munroe - how long is Under Review please? This is a crucial element for accounting - to see what email address the invoice went to. Every day hundreds of these 'UPDATED' emails are sent blind - so no financial tracking or legal comeback if a bill is not paid. I simply cannot risk using your 'new' very buggy platform if this is not fixed by your proposed cut off date. This is not a layout wish - this is basic accounting 101.

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    Nardene Reid commented  · 

    This is CRITICAL to us. I cannot prove an invoice was sent if it just says updated.
    This is the 4th or 5th time I have commented on this. I HAVE to use the classic invoicing as to have a paper trail is important to our business.

    Sort it out Xero! Strueth.

    Nardene Reid supported this idea  · 
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    Nardene Reid commented  · 

    Our business requires the email address to show as to whom the invoice was sent to. Not 'updated'. Critical for proof of delivery of invoice. Basic accounting stuff.

  2. Contacts - Warning if entering contact simliar to existing

    54 votes
    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Nardene Reid commented  · 

    This is a ridiculously easy fix and required, as it's a flaw to create a whole new contact so easily. Issue brought up over a year ago

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    Nardene Reid commented  · 

    This is my biggest annoyance. While I'm entering lots of bills, and type in the contact name - I may be interrupted and hit enter - which creates a new contact!!! It shouldn't be that easy! This means I have to archive this 'new' contact which is not ideal. But when I wish to create a new contact from a bill - it doesn't take you to the new contacts screen, just puts NEW beside it.

  3. Global Search - Search items by Description

    126 votes
    63 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm. 

    We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks 

    Nardene Reid supported this idea  · 

  4. Quotes - Adjust format of item price

    3 votes
    2 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Nardene Reid supported this idea  · 
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    Nardene Reid commented  · 

    The quoted amount needs to have the comer back if possible please. Large numbers look confusing without.

    Eg: 40,529.72 not 40549.72. Really like the ability to attach a brochure etc