Settings and activity
10 results found
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209 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 🙂
An error occurred while saving the comment An error occurred while saving the comment 
Jacqui Rickman
commented
It’s just ridiculous to make us all take this backward step and retire the Xero to Xero network. Meanwhile increase prices disproportionately. New invoicing is already slower and more painful to use. This on top is majorly frustrating. Seeing your media adverts currently makes me want to throw a brick at my tv!
Jacqui Rickman
supported this idea
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An error occurred while saving the comment Jacqui Rickman
commented
I cannot believe Xero are not continuing this functionality in new invoicing.
It’s such a time saver. Everything about the new invoice format is adding time to our jobs. Can we charge the additional hours to Xero as I don’t think our clients would appreciate their bills going up.
The other alternative for us is to switch to a different software. -
136 votes
Hi everyone, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes around at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks
An error occurred while saving the comment Jacqui Rickman
commented
We’ve been asking for this for 5 years, going back to the days when we had a personal account manager. It would make a huge difference to several of my charity clients.
Jacqui Rickman
supported this idea
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101 votes
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
Jacqui Rickman
supported this idea
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49 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
Jacqui Rickman
supported this idea
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913 votes
An error occurred while saving the comment Jacqui Rickman
commented
I agree with Roy regarding holiday. The system is not user friendly at all.
Jacqui Rickman
supported this idea
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254 votesJacqui Rickman
supported this idea
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151 votes
An error occurred while saving the comment Jacqui Rickman
commented
It would be useful to change bank accounts if a “spend money” is accidentally set up from the wrong bank account, rather than deleting and starting again. ie when setting up a spend money, there could be a dropdown for the bank account.
Jacqui Rickman
supported this idea
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11 votesJacqui Rickman
supported this idea
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15 votes
Hi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
Jacqui Rickman
supported this idea
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183 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
@Elizabeth Thorburn, you can now send via Xero to Xero network, but it’s fiddly (as is everything in new invoicing).
You have to come out of the invoice and go to the Awaiting Payment list. Tick the invoice. Press Email, then make sure you tick Send by Xero Network.
It’s not ideal as you can only send one at a time this way. It also means you have to Approve the invoice without emailing, which involves a dropdown from the ridiculous default Approve and Email button. All extra work and easy to make mistakes and end up emailing twice. That will annoy clients. The whole set up is absurd.