Settings and activity
34 results found
-
59 votes
An error occurred while saving the comment An error occurred while saving the comment 
Joana Mendes
commented
Yes, this would be great. Also, the contact note needs to be formatted correctly as it ignores the spaces and line breaks, making it hard to read and understand by everyone in the team. See attached. Thanks, Joana
An error occurred while saving the comment Joana Mendes
commented
This is a must. Under each Contract, we could set up the internal note and be able to select if this is to show on Invoice/Quote/PO/Bill Page, and also be able to select if this is a one-off note or a recurrent note. This note needs to be able to be reported. Thanks
An error occurred while saving the comment Joana Mendes
commented
Hi Xero, Where are we at with this? We need to have a space for a hybrid note entered in the specific Contact to show on Invoices / Bills , with the feature to have an end date or show a number of times. Thanks Joana
Joana Mendes
supported this idea
·
-
4 votesJoana Mendes
supported this idea
·
-
22 votesJoana Mendes
supported this idea
·
-
73 votes
Hi everyone, thanks for sharing your feedback with us here. We've been listening and taking this all into careful consideration. As you may have recently heard, we've made the decision to provide the same flexibility on payroll in AU and UK as you could before, as well as being able to process automated super payments for employees on all these business plans in Australia.
With these changes we'll be enabling payroll for 1 person on Ignite, and an additional for Grow (up to 2 people) similar to the Starter and Standard plans.
While we don't have a set date for this change yet you can read more on this through our blog post and we'll update you with more news when available through this idea. Thanks
An error occurred while saving the comment Joana Mendes
commented
Thanks for the update. However, I find the payroll limitations within each plan frustrating. As a small business with two employees, the need to upgrade to the third tier just to add a part-time hire feels restrictive. It does not seem like adding an extra employee to payroll would significantly impact Xero’s costs, yet it forces small businesses like ours into a higher-priced plan.
Joana Mendes
supported this idea
·
An error occurred while saving the comment Joana Mendes
commented
Please revisit this.
We are currently on the Standard plan and payroll 2 people, but the new Grow plan will only allow 1 payroll. It will cost an extra $20 per month just so I can payroll 1 extra employee.
-
716 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Joana Mendes
commented
I am encountering an issue with the invoice history display.
When an invoice is initially approved and emailed, the history correctly shows:
Action: Invoice Sent
Details: Invoice has been sent to ***@xxxx.com.However, when the same invoice is resent (for the 2nd, 3rd, 4th time, and so on), the history only shows "Invoice Update" instead of indicating that the invoice was resent via email.
For example, today (27th February), I resent an invoice to my customer. Unfortunately, I had to manually add a note in the history to indicate this action.
Could you please advise if there is a way to ensure that all resending actions are properly logged in the invoice history?
An error occurred while saving the comment Joana Mendes
commented
Xero Please address this MAJOR Issue. I just can not believe this, and many other issues have passed testing - when I create an invoice - approve - attach a payment - and then I email the invoice (using my email template saying this invoice is paid and sent for customer records only) - the history does not show it has been emailed to the email address like it used to, it only says "invoice update".
Only if I create the invoice - approve & email - then the history shows "Invoice has been emailed to xxxx@xxxx.com.
This is a major issue as my team needs to have a proper record of invoices sent to our customers, to avoid duplication or no action. Sending invoices twice or not sending is a major issue for a small business. IN MY BUSINESS WE LIKE TO OFFER OUR CUSTOMERS A PROPER and ACCURATE SERVICE, and we like to be paid.
Joana Mendes
supported this idea
·
-
19 votes
An error occurred while saving the comment Joana Mendes
commented
See attached, when I search for the Additional contact name, it does not show. Thanks, Joana
Joana Mendes
supported this idea
·
-
18 votes
An error occurred while saving the comment Joana Mendes
commented
Suggestion - When creating an invoice there is a dropdown box under the Issue date - can we have the "Yesterday" option? (see attached)
Bug - When we copy an invoice from the Contact's activity list - the invoice is dated today but the due date is the previous day - see attached.Thanks Joana
Joana Mendes
supported this idea
·
-
5 votesJoana Mendes
supported this idea
·
-
5 votes
Thanks for the suggestion! I've made sure to pass your feedback on to the the team, we don't have any immediate plans for this but will be good to build the interest of this here and I can keep you updated if any plans are made.
An error occurred while saving the comment Joana Mendes
commented
Yes, please.
Could we please have an option to mark an invoice as paid when creating it? Currently, in the top-right corner of a new invoice, we have "Approve & Email" with a drop-down showing a few other options. It would be very useful to have an additional option, "Approve & Add Payment," which would streamline the process for invoices that need to be marked as paid immediately upon creation.
Joana Mendes
supported this idea
·
-
6 votesJoana Mendes
supported this idea
·
-
12 votes
An error occurred while saving the comment Joana Mendes
commented
Yes, please.
Could we please have an option to mark an invoice as paid when creating it? Currently, in the top-right corner of a new invoice, we have "Approve & Email" with a drop-down showing a few other options. It would be very useful to have an additional option, "Approve & Add Payment," which would streamline the process for invoices that need to be marked as paid immediately upon creation.
Joana Mendes
supported this idea
·
-
81 votes
An error occurred while saving the comment Joana Mendes
commented
Please revisit this.
We are currently on the Standard plan and payroll 2 people, but the new Grow plan will only allow 1 payroll. It will cost an extra $20 per month just so I can payroll 1 extra employee.
Joana Mendes
supported this idea
·
-
14 votesJoana Mendes
supported this idea
·
-
478 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Joana Mendes
supported this idea
·
-
436 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Joana Mendes
supported this idea
·
-
861 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
Joana Mendes
supported this idea
·
-
93 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Joana Mendes
commented
This is a must. I can't believe it has not been done. Just like you can have an email address for each contact name, you should have a contact number for each contact name within a Contact/company record.
Joana Mendes
supported this idea
·
An error occurred while saving the comment Joana Mendes
commented
The people within a Contact/Business/Customer/Supplier each have their own email and also mobile number, so this information should be unique to each name and also searchable.
Also, at the moment additional contacts' names and emails are not searchable. This is a must.
See attached for a better understanding.
-
4 votes
Do you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂
An error occurred while saving the comment Joana Mendes
commented
Could Xero also have a prompt to make sure you don't want to save when we update Contact info but forget to go to the bottom of the page to save?
Thanks Joana -
54 votesJoana Mendes
supported this idea
·
-
26 votesJoana Mendes
supported this idea
·
Hi Kelly,
Just like the "Contact Account Number" field that displays when raising an invoice or bill in Xero, I would love to see an additional custom field that can be populated via the contact profile and appears on-screen whenever an invoice or bill is raised for that contact. This would be for internal use only, not shown to customers. The purpose is to capture specific instructions or important notes related to the contact that staff need to be reminded of during invoice or bill entry. Examples on how the field can be used:
Deduct $ from next invoice.
Do not charge freight.
Customer receives 20% off parts.
Always add PO number to the invoice.
Speak with the Manager before processing anything.
Having a consistent internal note visible at the point of entry would help reduce errors and improve communication within the team.
Please see the attached screenshots to assist with my case!
Thank you for considering, Joana