Settings and activity
10 results found
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334 votes
Donna Humphreys
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35 votes
An error occurred while saving the comment Donna Humphreys
supported this idea
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14 votes
An error occurred while saving the comment Donna Humphreys
commented
And add a lot more people. I have customers that have several branches and it's hard to remember which branch belongs to which company. I have to manually check every time I need to invoice for a branch, which company it should go to. Even a tag option would help, adding several searchable tags to a contact??
Donna Humphreys
supported this idea
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48 votes
An error occurred while saving the comment Donna Humphreys
commented
Ability to have a seperate sequence for draft invoices, or to create without invoice number. We often have drafts for weeks, so when they're approved and sent, the sequencing is off. In Spain this is illegal to do and is causing a lot of issues.
Donna Humphreys
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305 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Donna Humphreys
supported this idea
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An error occurred while saving the comment Donna Humphreys
commented
Not only to be sent, but I would like to prepare future one time sales invoices without the invoice number being created until the actual day. We're using Xero in Spain, and it's illegal to skip and invoice number like this, as it looks like we're backdated other invoices
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166 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Donna Humphreys
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117 votesDonna Humphreys
supported this idea
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148 votes
An error occurred while saving the comment Donna Humphreys
commented
I can't believe this doesn't exist yet. There's no way to see the detail of the repeating invoices. We for example have customers with several sites and they're invoiced a yearly fee. It's impossible to see if all the sites have been accounted for without going into the repeat invoice and checking the description. I don't really want to use yet another software and pay for that too
Donna Humphreys
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17 votesDonna Humphreys
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196 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Donna Humphreys
supported this idea
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I'm confused why they even added the label function if there is no point to it at all. Why add a tracking/ reporting feature if you can't actually report on it?