Settings and activity
62 results found
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53 votes
Hi all, we wanted to share an update for our US customers that sending invoices via SMS is now available! We have just released this functionality and you can use the same Xero Central article as shared in the last update to understand the in's & out's of how this works. After this release we will be working on delivering this to the UK and NZ markets. As mentioned initially this is limited to the Stripe payment service but we will also be expanding this other payment services down the line.
Daniel Harcombe
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646 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
An error occurred while saving the comment Daniel Harcombe
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7 votesDaniel Harcombe
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9 votes
Hi team, apologies for the mismatch in my last update and appreciate the feedback we received on this.
While our new bills upload feature might be handy for some customers in automating their bills process, reviewing the idea here I can totally understand how this does not solve for where you receive an invoice within the body of an email.
We'll open this idea back up, and I want to be transparent that this isn't something we have direct plans for developing atm, however we'll continue to keep eyes on the support here and share if there is any progress surrounding this, here. Thanks
An error occurred while saving the comment Daniel Harcombe
commented
Email to bills without requiring it to be an attachment
Often invoices are emailed without any attachment, the invoice is within the email.
These are not uploaded into Draft in Xero
So you have to print the email as a PDF - then send to Xero Bills.
It would be good if you could just send through the email invoice (no PDF) to Xero Bills and it was processed without being a PDF.Daniel Harcombe
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33 votes
An error occurred while saving the comment Daniel Harcombe
commented
Agree
Daniel Harcombe
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3 votes
Thank you for sharing your idea! 😁
We've reviewed it. Now, it needs community support! Please share it with colleagues so they can vote and comment on how this change would improve their Xero experience.
Daniel Harcombe
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297 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Daniel Harcombe
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4 votes
Hi team, as noted in my last update we have introduced a new feature to upload bills to your organisation - However to confirm this only supports JPG, PNG, or PDF file types.
Currently email to bills supports quite a few different file types however as noted here CSV is not one of them. We want to be upfront that at this point we don't have any plans for extending this feature to support CSV formatted files.
Daniel Harcombe
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26 votes
Hi team, we appreciate your feedback here however we want to be honest that we don't have plans for developing the ability to email invoices to Xero the same as bills atm.
If you haven't already, we'd recommend exploring connecting Hubdoc to your organisation. It's possible to Publish documents from Hubdoc to Xero as an Invoice.
Daniel Harcombe
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126 votesDaniel Harcombe
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512 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Daniel Harcombe
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25 votesDaniel Harcombe
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237 votesDaniel Harcombe
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41 votesDaniel Harcombe
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8 votes
Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
An error occurred while saving the comment Daniel Harcombe
commented
Have the ability to set a default bank account for e-invoicing for clients to pay into
When an e-invoice is sent, it asks for the bank account to show on the invoice which takes time & there is a risk of selecting the wrong bank account.
Daniel Harcombe
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34 votesDaniel Harcombe
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46 votesDaniel Harcombe
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25 votesDaniel Harcombe
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18 votesDaniel Harcombe
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51 votesDaniel Harcombe
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Thanks Kelly!