Settings and activity
6 results found
-
11 votes
An error occurred while saving the comment An error occurred while saving the comment 
Hannah Barnes
commented
Hi Susan
I don't use hubdoc but do know that dext has the ability to import sales invoices to xero as i do it with one of my clients online sales.
Hannah Barnes
supported this idea
·
-
24 votes
Thanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
An error occurred while saving the comment Hannah Barnes
commented
Hi Xero admin,
I know for my client they won't invoice until the job is complete so being able to do a job sheet / picking sheet from the quote would really help. It could be several days / weeks before the job is ready to go. My client is currently having to manually transfer info from the quote to their job sheets for the team to use to complete the job. Then they use the quote to create an invoice. They don't want to raise an invoice for a job that is not completed and have that sitting on the ledgerAn error occurred while saving the comment Hannah Barnes
commented
This would also be really helpful for us. to use a quote to generate a 'work order' for the team to work to but without pricing on. Just what my client would like to be able to do. It would help get the whole process from quote to invoice in one place.
Hannah Barnes
supported this idea
·
-
239 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Hannah Barnes
supported this idea
·
-
267 votesHannah Barnes
supported this idea
·
-
539 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
Hannah Barnes
supported this idea
·
-
43 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Hannah Barnes
supported this idea
·
Susan,
dext is an alternative to hubdoc from a different company. Not bundled in with xero like hubdoc is.