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  1. Email to Credit Note

    288 votes

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    69 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.

    We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.

    As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.

    If there are any changes put in place for this, we'll let you know.

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    Renee Ludlow commented  · 

    I can’t actually believe this isn’t an option. Xero is so far behind its competitors in basic things like this.

    Renee Ludlow supported this idea  · 

  2. Projects - Display Project Number manager fields within invoice

    8 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Renee Ludlow commented  · 

    I would love to see a Customer PO number field added to Xero Projects at the time the project is raised and flows through to the invoice! Very frustrating when you have 20/30 different projects for different properties all with different PO numbers.

    Renee Ludlow supported this idea  ·