Settings and activity
7 results found
-
221 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Dennis Murphy
supported this idea
·
-
448 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.
An error occurred while saving the comment Dennis Murphy
supported this idea
·
-
211 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. 🙂
Dennis Murphy
supported this idea
·
-
42 votes
An error occurred while saving the comment Dennis Murphy
commented
Product sync with data feeds with save me so much time and money because I could get rid of the third-party software I have to do this.
Dennis Murphy
supported this idea
·
-
143 votes
An error occurred while saving the comment Dennis Murphy
commented
I've had to pay for a separate 3rd party software just to do this! Imagine if Xero had this, I would pay a little bit extra for this as an add-on instead of paying for another product!
Dennis Murphy
supported this idea
·
-
151 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Dennis Murphy
supported this idea
·
-
102 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Dennis Murphy
commented
There are a couple of feature requests relating to making Credit Notes simpler. I've had to make a rather complex procedure relating to this with assistance from my bookkeeper and accountant. This should be made easier within Xero, as per other competing platforms.
Dennis Murphy
supported this idea
·
I don't think it's very professional that all my invoice reminders are sent at midnight to clients. Can this be added to the build list.