Settings and activity
9 results found
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10 votes
Christine Shanks
shared this idea
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26 votes
Hi everyone, thanks for your feedback here. Being transparent we don't have any work planned for adding a secondary description field in an invoice.
In lieu of this, an option for some could be to use one line as description only - entering the first description for like a work order summary, and then use the next line to enter the finer details of the work order where you'd also enter the qty, price etc.
I appreciate this isn't the ideal solution you're looking for here. We'll continue to track this idea here and share if there's any change.
Christine Shanks
shared this idea
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287 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Christine Shanks
supported this idea
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21 votesChristine Shanks
supported this idea
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26 votesChristine Shanks
supported this idea
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493 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Christine Shanks
supported this idea
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21 votesChristine Shanks
supported this idea
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225 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Christine Shanks
supported this idea
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176 votesChristine Shanks
supported this idea
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