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36 results found
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263 votes
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Nicole Neale
supported this idea
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6 votes
Hi community, we appreciate your engagement as well as sharing attachments of your needs through the idea here. We understand the benefits this would add to your workflow and our product team are currently reviewing this capability. While we can't commit to change atm, I'll be back to let you know what comes of their review. Thanks
An error occurred while saving the comment Nicole Neale
commented
Steve Brewer- I found this exact thing. When I raised a case regarding this, this is the answer I got. Every time I question something I just get told to change to the classic invoicing which is being retired. Xero support is a complete joke. It's just pure luck if you get someone who actually knows how to help you.
So I just imagined that I've been able to drag and drop for the last year and a half and now I can't?Hi Nicole
Thanks for reaching out to us and inviting us into your organisation.
Currently in Xero's new invoicing, it's not possible to use the drag and drop feature to move text from textbox to another, or reorder words within the same textbox.
Alternatively, you can switch to classic invoicing on the bottom of your screen, where this feature is still available. Classic invoicing will be retired on 27 February 2025.
However this is a request that's already been raised with us and I've found an idea that's similar to what you’re suggesting in our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.
I’ve included links to our Xero Product Ideas and a support article with more information on new invoicing,
Xero Product Ideas: Invoicing - Use drag & drop to copy line details
Xero Central article: Xero new invoicing releases
Kind regards
Tavia
An error occurred while saving the comment Nicole Neale
commented
Please please do this. Not that I expect anything form Xero but it would help my workflow.
Nicole Neale
supported this idea
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2 votesNicole Neale
shared this idea
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37 votesNicole Neale
supported this idea
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274 votes
An error occurred while saving the comment Nicole Neale
commented
Why did this even change? You never used to have to download the invoice to print it. My computer is getting filled up with downloaded invoices and packing slips that I only wanted to print.
Nicole Neale
supported this idea
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234 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
An error occurred while saving the comment Nicole Neale
commented
This idea has been here for over a decade. Wow Xero, way to make your customers feel heard and respected.
Kelly M: you said 19 months ago that Purchase Orders needs an update before this can happen. When is this happening?
An error occurred while saving the comment Nicole Neale
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@ Natalie Forsythe. I wouldn't count on there being an update. Some of these ideas have been here for decades. XERO DO NOT CARE about their current customers. Only about attracting more unsuspecting customers to an inferior product with discounted fees so they can increase them in the future after they are already hooked into the software.
An error occurred while saving the comment Nicole Neale
commented
Couldn't agree more Sunny Gill!
People (Your paying customer base) have been requesting this for YEARS!!!!
Unfortunately, Xero don't seem to care about their current customers, they just want to make it look pretty to attract more customers. The new customers will inevitably be unhappy with the product once they find out all the basic accounting features it should have, are non-existent and there are no plans to fix the inadequacies.
An error occurred while saving the comment Nicole Neale
commented
Surprise surprise. Yet another request from hundreds of users over many years not being implemented. Really regretting my change to Xero!
An error occurred while saving the comment Nicole Neale
commented
We send drawings of parts to be made with purchase orders. Automating this function will save time and ensure all relevant information regarding the purchase order is all sent together, meaning things won't get missed.
Nicole Neale
supported this idea
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654 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Nicole Neale
commented
They don't actually care about any of their existing customers, only about sucking more unsuspecting people into their inferior product. Pushing ads for Xero all over social media when their platform isn't even working.
Nicole Neale
supported this idea
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134 votes
An error occurred while saving the comment Nicole Neale
commented
This is something that annoys me on a daily basis. Xero makes it far too easy to create a new contact by mistake. If a bill comes in and the name of the supplier is not exactly as you have saved it, it creates it's own new contact. I have over 750 archived contacts due to my accountant improperly importing contacts when it was set up and no way of getting rid of them. None of these have any transaction history. But just like every other idea here XERO DONOT CARE ABOUT ITS CUSTOMERS
An error occurred while saving the comment Nicole Neale
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I have hundreds of contacts that have no transaction history because the accountant who imported from my old system imported every contact I wanted twice and all the contacts I didn't want as well. I have no way of fixing their mistake. You can 'merge' contacts, but this still leaves the merged contact in archived. It does not get rid of it. What a mess! Come on Xero, do something about this. It's ridiculous that the idea to fix this problem has been here for over a decade and you have done nothing!!
Nicole Neale
supported this idea
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14 votes
An error occurred while saving the comment Nicole Neale
commented
This does not look like you have 'combined' two ideas. This doesn't say anything about printing a packing slip before approving the invoice. Where exactly is the original idea?
An error occurred while saving the comment Nicole Neale
commented
To allow the sending of finished jobs to account holders. This means customers get their goods sooner and will not have to wait until all the bills come in and the invoice approved, to be sent their goods.
Nicole Neale
supported this idea
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34 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
Nicole Neale
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30 votesNicole Neale
supported this idea
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150 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
An error occurred while saving the comment Nicole Neale
commented
Has there been any movement on this? We would really like to keep all the technical drawings used with each project for future reference.
Nicole Neale
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5 votes
An error occurred while saving the comment Nicole Neale
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It seems ridiculous that you cannot edit a note once submitted. If you make a mistake, you cannot correct it.
Nicole Neale
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53 votesNicole Neale
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1 voteNicole Neale
shared this idea
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48 votes
An error occurred while saving the comment Nicole Neale
commented
This is a critical feature. If you are not going to deliver on keeping a log of mail sent to customers, which in my opinion should be a legal requirement. At least give us the option to send these reminders to ourselves when sent to customers, so we have proof of what has been sent.
Nicole Neale
supported this idea
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388 votes
An error occurred while saving the comment Nicole Neale
commented
This is such a critical feature. The lack of it is causing so many problems. Come on Xero, why do you not listen to your customers? It's really bad customer service!
Nicole Neale
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6 votesNicole Neale
shared this idea
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167 votesNicole Neale
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24 votesNicole Neale
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This is my feeling exactly @Marc Allinson.
"It shows either that they don’t look at this forum, or that they have a total lack of regard to our experience once we are signed up."
Once we are signed up and they are getting our money for a product that doesn't live up to our expectations, they no longer care about us and focus on recruiting more unsuspecting customers. I tell everyone who asks, not to move to Xero and also have left reviews telling other people the same. It is definitely not what it once was.