Settings and activity
7 results found
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74 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
An error occurred while saving the comment An error occurred while saving the comment 
Clare Kendall C.FICB
commented
Agree with Martin & Ashley, especially on the inefficiency of the current functionality
Clare Kendall C.FICB
supported this idea
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An error occurred while saving the comment Clare Kendall C.FICB
commented
The client needs the invoice for their records, without it HMRC could disallow the expense. Please prioritise this request.
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413 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Clare Kendall C.FICB
supported this idea
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
An error occurred while saving the comment Clare Kendall C.FICB
commented
I agree with the previous comments, most bookkeepers and accountants are predominantly working via a browser, not the mobile app. This needs to be rectified in the browser version.
Clare Kendall C.FICB
supported this idea
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230 votes
An error occurred while saving the comment Clare Kendall C.FICB
commented
It's critical to be able to view what has been sent to the client. As it could be sent by any user of the system. Any audit trail isn't complete without it.
Clare Kendall C.FICB
supported this idea
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553 votes
Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.
Clare Kendall C.FICB
supported this idea
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618 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
Clare Kendall C.FICB
supported this idea
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329 votes
An error occurred while saving the comment Clare Kendall C.FICB
commented
This would be very useful indeed but would need to be configurable to choose which clients would receive statements
Clare Kendall C.FICB
supported this idea
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@Yolande
Are you referring to the tickbox on the Confirm Message Settings screen saying "Include PDF attachment" above " Send via Xero Network"?
Or is there another tickbox which works somewhere?
(If you test ticking both boxes mentioned above, the PDF is not attached to the invoice when sent Xero to Xero)