Settings and activity
6 results found
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3 votes
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Annie Sherratt
supported this idea
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30 votes
An error occurred while saving the comment Annie Sherratt
commented
The only work around I have for this is to supply the customer with an activity statement which covers the period of the original invoice and subsequent payments. It's a clumsy way of supplying the information - especially if there are multiple invoices and multiple part-payments. Having the option to PDF the invoice so it matches the screen output would:
a) save a lot of time for both supplier and customer when dealing with queries
b) look better!Annie Sherratt
supported this idea
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424 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Annie Sherratt
supported this idea
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240 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Annie Sherratt
supported this idea
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728 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Annie Sherratt
supported this idea
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139 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
An error occurred while saving the comment Annie Sherratt
commented
It's something I wouldn't need to use very often, but it would save considerable time on the occasions I do need to search. Especially when some suppliers have hundreds of bills a month to wade through.
I have recently started doing some extra work for an organisation that receives a lot of it's funding via bank transfers.
In order to track each amount (for internal reporting), a full description needs to be entered and with such a limited viewing area it is difficult to proofread.
It's not practical to set each received amount up as an invoice to be paid, and then reconciling from there.