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  1. New Invoicing | Files - Ability to attach files before adding contact

    58 votes

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    30 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

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    Kevin Newman commented  · 

    Totally agree
    This is a massive backward step and very time consuming
    Long live Classic Invoicing

    Kevin Newman supported this idea  · 

  2. Trial Balance - Monthly movement report

    5 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.

    While this isn't something we have plans for atm, I'll update if there is any change around this to share.

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    Kevin Newman commented  · 

    Thanks Kelly - I'm aware of that report but what I'm looking for is the movement each month whereas the report suggested gives YTD.
    I currently use that report, export to Excel and then do a formula to take one months YTD from the preceding one to give me what I want but this is time consuming so hoping for a Xero solution?

    Kevin Newman shared this idea  ·