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  1. Repeating Invoice - bulk update of amounts

    253 votes

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    82 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.

    Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.

    Dyan Aitken supported this idea  · 

  2. Document Packs - Edit sent pack

    121 votes

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    42 comments  ·  Practice tools  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

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    Dyan Aitken commented  · 

    Hi

    For me number 1 is most important with being able to change the email address. This has happened to me a number of times already. Client has various email addresses that all valid, so the one we have is technically correct, but that would require them to create another xero login which they don't want to do and would rather we use a different email address that already has a xero login. We then have to cancel and reissue the doco pack which is all unnecessary time.

    I think you are also missing an important one too - not having to type the email address of the contact - would be so create if that somehow could link to XPM clients. So much room for error (even with copying and pasting) and so time consuming

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    Dyan Aitken commented  · 

    having only used document packs for a few weeks, i have already found this really frustrating that you can't edit an email address. Would be fantastic if this feature could be added

    Dyan Aitken supported this idea  ·