Settings and activity
1342 results found
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2 votes
Freya Pieroz
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2 votesFreya Pieroz
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21 votes
Appreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
An error occurred while saving the comment Freya Pieroz
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2 votesFreya Pieroz
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26 votesFreya Pieroz
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16 votesFreya Pieroz
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2 votesFreya Pieroz
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11 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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4 votesFreya Pieroz
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7 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votes
That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
Freya Pieroz
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286 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Freya Pieroz
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5 votesFreya Pieroz
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402 votes
An error occurred while saving the comment Freya Pieroz
commented
Something I noticed today, when an invoice autosaves and you have attachments open in the same view, it changes the visible attachment to the first one in the list. Which is REALLY ANNOYING when I'm copying information off of an attachment that isn't the first one.
An error occurred while saving the comment Freya Pieroz
commented
Autosaving means that the history of an invoice where all I had to do was:
- import the on-billable expenses,
- import what went on the last invoice,
- copy the text from the last invoice's line items to the new invoice's line items,
- fix the line item quantities and values,
- delete the imported lines from the last invoice, and
- send the invoice
looks like the attached screenshot. Cluttered.An error occurred while saving the comment Freya Pieroz
commented
The repeated auto-save uses bandwidth that is at a premium when on the road, and processing power on the underpowered laptop that I travel with. I'd rather be able to minimise the usage of both when in rural and poorly serviced areas (such as just outside Canberra).
Freya Pieroz
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8 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
Freya Pieroz
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15 votes
An error occurred while saving the comment Freya Pieroz
commented
@Kristan Wright YES absolutely - my own family's SMSF has the same name as over 200 others according to the business register!
Freya Pieroz
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Especially since Xero now no longer allows invoices to go out under anything but the legal name, having a section for that as well as the trading name or business name would mean I no longer have contacts called "Xero Australia Pty Limited t/as Paycycle Australia WAS Xero Live Pty Ltd"