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4 results found

  1. Invoicing - Show the credit note numbers that are applied on invoice PDF

    124 votes

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    6 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.

    We've reviewed this idea, and now it's up to the community to get behind and support it.

    You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!

    Taskforce Accounts supported this idea  · 

  2. Sales Invoices - Ability to bulk edit/update invoices

    101 votes

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    22 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks again for everyone's support in this idea.

    We'd like to let you know that the ability to drag contents from one field up or down a column within an individual invoice is now live to all users, to help save time repeating details like tracking, account codes and tax rates across multiple line items.

    From the blue dot in the bottom-right corner of a cell drag up or down the column. Alternatively, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply.

    Again, we know some members here were also looking for bulk updates across multiple invoices, rather than just across lines within a single invoice. That part of the request isn’t included in this release, so we’ll keep the idea open as Accepted for future consideration. 🙂

    Taskforce Accounts supported this idea  · 

  3. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    556 votes

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    227 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.

    Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.

    We’ll be sure to update you all again when we are able to look into this deeper. Thanks

  4. Branding - Custom DOCX template for Remittance Advices

    322 votes

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    139 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.

    Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.

    As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.

    Taskforce Accounts supported this idea  · 
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    Taskforce Accounts commented  · 

    This needs to be a feature, of course people want to customise this as much as an invoice. The confines of xero's customisation needs to be upgraded