Settings and activity
9 results found
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46 votes
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YADANAR SHEIN
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32 votesYADANAR SHEIN
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306 votes
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.
YADANAR SHEIN
supported this idea
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186 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
YADANAR SHEIN
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184 votesYADANAR SHEIN
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42 votesYADANAR SHEIN
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1,431 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
YADANAR SHEIN
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307 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
YADANAR SHEIN
supported this idea
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138 votes
An error occurred while saving the comment YADANAR SHEIN
commented
currently can key in Myanmar characters, but can't have Myanmar characters in pdf print and sale export file. Please try to expertise urgently.
An error occurred while saving the comment YADANAR SHEIN
commented
Being able to send invoices to other countries in both English and Mandarin or Myanmar would be perfect.
This is a great idea.. it really helps to build a larger Xero user community in countries where English is not their first language.
Now Myanmar, we cannot use sale invoice sending PDF and print invoice in PDF and even we cannot export sale listing in CSV cos Myanmar language cannot be displayed properly in PDF.
We need urgently to solve it for us.