Settings and activity
18 results found
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143 votes
Hi everyone, thank you for all your feedback into this idea. We appreciate the change takes a bit of getting used to, but we also understand and are concentrating on changes we can make to help condense and improve this for you all. For the time being we'll move this to working on it and I'll come back to share when we have further updates.
Simon Richardson
supported this idea
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92 votes
An error occurred while saving the comment An error occurred while saving the comment Simon Richardson
commented
i need to manually send a pdf copy to some clients every time - even though xero sends a copy direct to their accounting package at head office.
They will not pay unless they get a copy of the pdf emailed manually to the local office-Simon Richardson
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3 votesSimon Richardson
shared this idea
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31 votesSimon Richardson
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8 votesSimon Richardson
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153 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
Simon Richardson
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84 votesSimon Richardson
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147 votesSimon Richardson
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157 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Simon Richardson
supported this idea
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104 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
Simon Richardson
supported this idea
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227 votes
Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.
Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.
In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.
An error occurred while saving the comment Simon Richardson
commented
please make this copy the customer name to the new draft
Simon Richardson
supported this idea
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8 votes
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90 votes
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30 votes
Hey everyone, just a quick update on this one, as it was shifted to delivered in error.
Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.
We’ll be opening this idea back up to votes and feedback from the community.
As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.
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25 votesSimon Richardson
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2 votesSimon Richardson
shared this idea
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28 votes
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution…
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26 votes
An error occurred while saving the comment Simon Richardson
commented
handy to show liability on dashboard too
New Invoicing - default checkboxes - attach pdf and email me a copy -
apparently this has been solved already (see other thread), but I still find i have to go and re-tick the checkboxes every time - please can these default back to whatever the last setting was for that client, when copying an invoice, like classic invoicing?