Settings and activity
54 results found
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1 vote
Karen Bennett
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71 votesKaren Bennett
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1 voteKaren Bennett
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2 votesKaren Bennett
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74 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
Karen Bennett
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27 votesKaren Bennett
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556 votes
Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.
Karen Bennett
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12 votesKaren Bennett
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55 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
Karen Bennett
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74 votes
An error occurred while saving the comment Karen Bennett
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3 votes
An error occurred while saving the comment Karen Bennett
commented
Very important as current templates are impersonal and unprofessional.
Karen Bennett
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1 voteKaren Bennett
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6 votesKaren Bennett
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90 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Karen Bennett
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3 votesKaren Bennett
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15 votesKaren Bennett
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30 votesKaren Bennett
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30 votesKaren Bennett
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20 votes
An error occurred while saving the comment Karen Bennett
commented
Allow remittance advices being sent for direct payments screen without having to individually send from bank account transactions afterwards.
Karen Bennett
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5 votesKaren Bennett
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Very important for speedy viewing and drawing attention for client to see.