Settings and activity
59 results found
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1 vote
An error occurred while saving the comment 
Karen Bennett
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45 votesKaren Bennett
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7 votesKaren Bennett
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10 votes
An error occurred while saving the comment Karen Bennett
commented
Would also be helpful to have a clearer calendar view screen without other information cluttering it.
Karen Bennett
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17 votes
An error occurred while saving the comment Karen Bennett
commented
In my opinion there is no point using XPM if cannot use a mobile time tracker. It is so important for when not sat in front of the computer. Considering the invoicing may be from time worked it seems crazy not to have more options of how to track that time.
Karen Bennett
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8 votes
An error occurred while saving the comment Karen Bennett
commented
Very important as the amounts can have a huge impact on the cash flow.
Without this the cash flow is meaningless in my opinion.
Karen Bennett
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9 votes
Hi Karen, could you edit the report to create groups that would show this separation?
Karen Bennett
shared this idea
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92 votes
Hi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.
For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see.
Karen Bennett
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4 votes
Thanks for contributing to this idea, everyone. As part of the single client record we've recently made a change so now when you record a client note in Xero HQ or Xero Practice Manager each system are now reflected in the other.
We appreciate there is a second part of the idea here surrounding custom fields. Custom fields are being developed with current work the team have underway, and eventually you'll be able to see custom fields reflected in both systems (Xero HQ and XPM), too. We'll keep you updated of further news for this here.
Karen Bennett
shared this idea
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85 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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208 votes
Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero.
I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon.
Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂
Karen Bennett
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620 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Karen Bennett
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15 votesKaren Bennett
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66 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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112 votes
An error occurred while saving the comment Karen Bennett
commented
Very important for speedy viewing and drawing attention for client to see.
Karen Bennett
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6 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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An error occurred while saving the comment Karen Bennett
commented
Be able to send queries addressed to first names and not full name toymaker it more personal
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11 votesKaren Bennett
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110 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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4 votesKaren Bennett
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18 votesKaren Bennett
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Need to be able to move jobs around, based on capacity, from the calendar view as it is so much easier to see the empty days in this format.