Settings and activity
11 results found
-
401 votes
Lisa Duggan
supported this idea
·
-
42 votes
An error occurred while saving the comment -
260 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Lisa Duggan
supported this idea
·
-
718 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Lisa Duggan
supported this idea
·
-
603 votes
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.
Lisa Duggan
supported this idea
·
-
446 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
Lisa Duggan
supported this idea
·
-
11 votes
Hi team, appreciate the feedback we've received on this, here. While I've made sure to share the needs back with our team, I also wanted to highlight how you can make sure you keep a copy of your file in your library for now.
If you shift files to a folder when you upload them to Xero, they will remain in the folder once you add them to a new invoice. So, this way you have it both attached to the invoice and available in the files library.
An error occurred while saving the comment Lisa Duggan
commented
I often use the function in classic invoicing when need to split an invoice - it allows me to easily move the attachments around within Xero without going outside of Xero.
Lisa Duggan
supported this idea
·
-
69 votes
An error occurred while saving the comment Lisa Duggan
commented
EInvoicing in Xero has finally reached the functionality where we can use it (ie attachments coming through properly etc). But it is still missing from repeating invoices which make up a big part of our billing. With the increasing push by government towards eInvoicing this is really essential.
Lisa Duggan
supported this idea
·
-
35 votesLisa Duggan
supported this idea
·
-
2 votesLisa Duggan
shared this idea
·
-
246 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Lisa Duggan
supported this idea
·
Why is the description in the PDF now removing returns and running the words together? For example, instead of getting:
Exterior Window Clean
Carried out an exterior window clean removing dirt (as per the bill description)
I get:
Exterior Window CleanCarried out an exterior window clean removing dirt.
If you are going to remove the returns, please at least substitute them with a space so the description is readable.