Settings and activity

10 results found

1. Repeating Invoices: Pause and resume repeating invoices

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   submitted  ·  17 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sue Kesa supported this idea  ·  08 August, 2022

2. Invoicing - Choose which columns to show on the Invoices screens

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   submitted  ·  8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sue Kesa shared this idea  ·  06 July, 2022

3. Sales Invoice - Sort items by column header

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sue Kesa supported this idea  ·  06 July, 2022

4. Contact creation - Restrict or confirm new contact

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   14 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Sue Kesa supported this idea  ·  06 July, 2022

5. Invoices/Bills - Don't update contact address for existing invoices

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   submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Sue Kesa supported this idea  ·  06 July, 2022

6. Contacts - Allow multiple addresses for a single contact record

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   418 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

   We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

   We appreciate your patience as we work through the complexities of adding this to ensure a robust and user-friendly solution. We'll provide further updates as we move forward with the development.

   Thank you again for your passionate feedback and for helping us prioritise the features that matter most to your businesses.

   Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

   We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

   We appreciate your patience as we work through the complexities… more

   Sue Kesa supported this idea  ·  06 July, 2022

7. Contact - View Repeating Invoice details on Contact record

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   submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Sue Kesa supported this idea  ·  06 July, 2022

8. Reporting - Report that shows Repeating Invoices

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

   Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

   We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

   As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

   For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

   While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific repeating invoices report. 

   We appreciate your understanding, and if there's any change for this in the future we'll share an update with you all here. 

   Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

   We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

   As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

   For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

   While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific… more

   Sue Kesa supported this idea  ·  06 July, 2022
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   Sue Kesa commented  ·  06 July, 2022  ·  Edit…  ·  delete…

   We need
   1) a customisable report of repeating invoices
   2) add an export to excel or pdf option and
   3) the functionality to customise the headings of the repeating invoices view

   Save Submitting...

9. Repeating Invoices - Generate invoice before invoice date

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   submitted  ·  98 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Sue Kesa supported this idea  ·  06 July, 2022

10. Repeating Invoice: Sales Overview - add a Last Updated Date to the Overview Screen

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Sue Kesa supported this idea  ·  06 July, 2022