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6 results found

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

    752 votes

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    167 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  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. 

    Nicola Rutter supported this idea  · 

  2. Invoicing - Remember default settings

    408 votes

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

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…

    Nicola Rutter supported this idea  · 

  3. Quotes - Attach file from library

    5 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    Nicola Rutter shared this idea  · 

  4. Quotes - Title and Summary to flow through to Sales Invoices

    216 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

    Nicola Rutter supported this idea  · 

  5. Audit Trail Report

    390 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nicola Rutter commented  · 

    I find the xero audit trail painful. To be of value to me I would also like to see quantity as a choice

    Nicola Rutter supported this idea  · 

  6. Invoices - Unapprove option

    492 votes

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    submitted  ·  162 comments  ·  For small businesses » Business features  ·  Admin →
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    Nicola Rutter supported this idea  · 
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    Nicola Rutter commented  · 

    This function would save a lot of frustration - if I press approve instead of submit for approval - I have to avoid and redo. This in turns makes for messy audit trails as I have to remember to filter out voided/deleted transactions when running a report.