Settings and activity
15 results found
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4 votes
Tasman Simkins
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6 votesTasman Simkins
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14 votesTasman Simkins
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1,082 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Tasman Simkins
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45 votesTasman Simkins
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8 votesTasman Simkins
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An error occurred while saving the comment -
88 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
An error occurred while saving the comment Tasman Simkins
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We need this functionality badly for chasing overdue invoices. Normally an invoice will be sent out the a contacts email for incoming invoices. However when it comes to reminders for overdue invoice you will most likely be wanting to send the reminder to alternative contacts at your client and as the invoice becomes more overdue you might what to send the reminder to higher up people in the clients organisation.
Tasman Simkins
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32 votes
Would possibly need to consider the # of communications individual contacts are receiving if you had unlimited reminders.
To get a sense of what our customers would be looking for - do you have a # of reminders in mind that would most suit your business, Ryan? 🙂
Tasman Simkins
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464 votesTasman Simkins
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8 votesTasman Simkins
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183 votesTasman Simkins
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An error occurred while saving the comment Tasman Simkins
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As Other have said it is vitally important that Bills are allocated to a project so that when the project is invoiced out no costs are missed. It makes sense that this is done in Hubdoc when the bills are entered into the system. Having to do it as an addiction set is a step that should not need to be done.
As Other have said it is very poor that this is not a planned feature. -
7 votesTasman Simkins
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72 votes
An error occurred while saving the comment Tasman Simkins
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Many of our clients need the invoice and attached files be submitted in one PDF document that their systems can handle.
Tasman Simkins
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434 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.An error occurred while saving the comment Tasman Simkins
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It is vitally important that we as able to assign a purchase order to a project.
Tasman Simkins
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187 votesTasman Simkins
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An error occurred while saving the comment Tasman Simkins
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We need to be able to import Project from our other system into Xero. Our projects are typically a couple of days each and to have to Manually enter each one is just extra work. It should be a simple task of having some import feature from a CSV I cannot understand why it has not been implemeted.
Hubdoc should have the ability to extract the VAT amount from the invoice and apply it correctly. The Idea of Hubdoc is to reduce the manual entry of Bills but at the minute you are still required to manually entered the VAT.