Settings and activity
6 results found
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327 votes
An error occurred while saving the comment 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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82 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 Clare Kendall C.FICB
commented
@Yolande
Thank you for the update. Very much appreciated. I can see you’re using the new eInvoicing, and whilst it’s great that it works for you, over half of U.K. businesses are not VAT registered and therefore can’t use it because it requires a VAT number.
All this said, if Xero can make it work for half the customers, I hold some hope they make make it available for the other half. Thanks again 😊An error occurred while saving the comment Clare Kendall C.FICB
commented
@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)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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515 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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597 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Clare Kendall C.FICB
supported this idea
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674 votes
Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
Clare Kendall C.FICB
supported this idea
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401 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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@Jame Leat - Xero support told me they can manfully retrieve the emails from their systems for you (up to a certain time frame). Hope this helps your court case. Obviously it's not an ideal solution