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3 results found

  1. Invoicing - Undo/revert to previous version of an invoice

    51 votes

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    23 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you all for supporting and sharing back about the need to undo or revert changes to invoices, particularly where autosave can make accidental edits difficult to recover.

    We want you to know that this is something we have longer-term plans to solve for.

    While it's not in the pipeline just yet, we'll be sure to keep you in the know of any progress surrounding developments for the ability to undo or return to a previous state of an invoice.

    Andrew Rickert shared this idea  · 

  2. Xero HQ - Transfer/copy reports between practices & organisations

    219 votes

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    61 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

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    Andrew Rickert commented  · 

    Include functionality to share custom reports with another external Xero account.

    Andrew Rickert supported this idea  · 

  3. Contacts - Custom fields on invoices and contacts

    701 votes

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    269 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.

    However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.

    As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.

    Andrew Rickert supported this idea  ·