Settings and activity
18 results found
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181 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
An error occurred while saving the comment An error occurred while saving the comment 
Stu Dawson
commented
Absolutely critical that invoice history shows the email address sent to and when it was sent.
So you can be 100% sure yourself that it was sent and should the customer disagree receiving it, there is proof.
Having to select sent means nothing, you need to be able to print and check an invoice and then email it.
Would help if a little 'email' icon came up on the main page once actually emailed the invoice instead of 'sent' as meaningless.Sue
Stu Dawson
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42 votes
An error occurred while saving the comment Stu Dawson
commented
Yes also need the payment due date displayed again, not sure why taken out.
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272 votesStu Dawson
supported this idea
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601 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Stu Dawson
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27 votesStu Dawson
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161 votesStu Dawson
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51 votes
An error occurred while saving the comment Stu Dawson
commented
Most definitely.
So annoying when I create a contact with all their details and go to save, and then tells me there is a duplicate and all the info I've typed in is lost.Sue
Stu Dawson
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22 votesStu Dawson
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148 votesStu Dawson
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451 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Stu Dawson
supported this idea
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5 votes
An error occurred while saving the comment Stu Dawson
commented
We are the same, often need to put a c/o name without an address.
Plus can you also put this back on the first page of contact details, would be better under the contact name, not under addresses.As per a previous comment, contacts was better all as one page, don't see the advantage of splitting this over various.
Sue
Stu Dawson
supported this idea
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143 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
Stu Dawson
supported this idea
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43 votes
An error occurred while saving the comment Stu Dawson
commented
Creating Quotes from a Contact - not working as before.
Until the update was done recently to quotes, you were able to create a quote from the contact and the name would automatically appear in the quote.
Now when creating a quote from a contact, you have to retype the contacts name in again.
It still works ok in invoices etc.
Can you please look into changing this back.
Seems to be a few areas where added steps are now needed in quotes.Stu Dawson
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1,109 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment Stu Dawson
commented
Being able to select email addresses when sending a quote or invoice, as these would normally go to different people of the same company.
Maybe having an accounts option in contacts for email address when sending invoices/statements.Stu Dawson
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7 votesStu Dawson
shared this idea
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88 votesStu Dawson
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659 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Stu Dawson
supported this idea
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298 votes
Until history showing email address and date sent for invoice, unable to use updated version.
Sue