Settings and activity
32 results found
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19 votes
An error occurred while saving the comment 
Joana Mendes
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17 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
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5 votesJoana Mendes
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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
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6 votesJoana Mendes
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11 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
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620 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
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
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72 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
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61 votesJoana Mendes
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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.
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14 votesJoana Mendes
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428 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
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376 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
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Joana Mendes
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90 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
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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.
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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 -
46 votesJoana Mendes
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25 votesJoana Mendes
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32 votes
An error occurred while saving the comment Joana Mendes
commented
Yes, please. This paired with the ability to see which email template and invoicing branding were used to send the invoice under the invoice's History/Audit.
I also like to see the ability to have the option to add a different reply to email address.
Thanks
JoanaJoana Mendes
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102 votes
An error occurred while saving the comment Joana Mendes
commented
Hi Xero, Where are we at with this? I will say it again, there is no point in implementing the new note field if we can't export or import in bulk. Please provide us all with an update as to when will this be happening. Thanks Joana
An error occurred while saving the comment Joana Mendes
commented
There is little point in having the contact notes field if we can import/export in bulk.
An error occurred while saving the comment Joana Mendes
commented
Any update on when this will come live? I don't want to spend time using/updating the new notes fields.
An error occurred while saving the comment Joana Mendes
commented
It is irresponsible of Xero not to make this field importable or exportable. We are entering valuable information data, which we can't export in bulk. No field should be added until the feature of import and export is delivered.
At least add a note next to the field advising the user that the data entered there can not be exported.
An error occurred while saving the comment Joana Mendes
commented
Yes, please. The notes need to be able to be imported and exported. We also need to have an audit trail on the notes as to who and when it was entered and deleted when applicable.
Also must be searchable. In fact, all items on the contact page should be searchable. Thanks JoanaJoana Mendes
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54 votes
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
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See attached, when I search for the Additional contact name, it does not show. Thanks, Joana