Settings and activity
1259 results found
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4 votes
Freya Pieroz
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12 votes
Hi Denise, thanks so much for your suggestion about adding a description field to pay template deductions. We're grateful for your engagement and for sharing an idea that will make a difference for you and other Xero customers.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We'll be keeping an eye on the support it gains and appreciate you taking the time to let us know what matters to you.
Freya Pieroz
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5 votesFreya Pieroz
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110 votes
Hi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.
Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.
We'll keep monitoring interest of this here and will update if there are any developments.
Freya Pieroz
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17 votesFreya Pieroz
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239 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Freya Pieroz
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346 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Freya Pieroz
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5 votesFreya Pieroz
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4 votesFreya Pieroz
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19 votes
Hi everyone, thanks for sharing your idea, and commenting your thoughts.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
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26 votesFreya Pieroz
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16 votesFreya Pieroz
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7 votesFreya Pieroz
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63 votesFreya Pieroz
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36 votesFreya Pieroz
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4 votesFreya Pieroz
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304 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Freya Pieroz
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13 votesFreya Pieroz
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4 votesFreya Pieroz
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16 votesFreya Pieroz
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