Settings and activity
4 results found
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28 votes
David Poyner
supported this idea
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191 votes
Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
David Poyner
supported this idea
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104 votes
Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.
We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.
We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.
David Poyner
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88 votesDavid Poyner
supported this idea
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Maintain Intuitive Workflow
After completing a task, return to the screen from whence the user came, rather than dropping into other screens. E.g. Currently, if I select a client invoice from their Contact record and Add a Payment, on completion, I'm dropped into the Paid Invoices screen; to me this seems unintuitive. Ideally, I want to go back to where I came from - i.e. All Invoices of the particular client.