Settings and activity
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5 votes
Appreciate how enabling your customers to update their own contact information would be helpful and save steps to keep accurate information and interact with your customers.
We don't have any direct plans around this atm, however we'll continue to track the interest this idea builds through the community and share if there are any updates.
Freya Pieroz
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47 votes
An error occurred while saving the comment Freya Pieroz
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5 votesFreya Pieroz
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25 votesFreya Pieroz
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11 votesFreya Pieroz
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96 votesFreya Pieroz
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220 votesFreya Pieroz
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34 votes
An error occurred while saving the comment Freya Pieroz
commented
If [Day] was available as a placeholder, then we'd be able to use something approximating [Day-1] [Month-1] to get the right reference for a recurring invoice scheduled to create itself on the first of every month.
But it's not.
Freya Pieroz
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158 votesFreya Pieroz
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11 votes
Hi team, appreciate the interest and clarification that we've received through this idea fro customers.
Right now adding additional placeholders to email templates isn't in our short term plans but we're continuing to follow the interest of this here.
For the time being I know not the 'set and forget' solution you're after here - you can edit the default email to add the Contact Account Number before sending the invoice.
We'll share if there are any updates for you here.
Freya Pieroz
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624 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Freya Pieroz
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68 votes
An error occurred while saving the comment Freya Pieroz
commented
I've got a cropped screenshot of two of the bills list views; I used two windows and shifted the one on top until they were superimposed and the differences more visible and easier to screenshot. Same browser, same font size, same client.
On the left is the five most recent bills (including two prepayments) as displayed on All Bills. On the right is four of the same five bills, but on the Awaiting Payment page, where those four take up the same space as the five on All Bills (the fifth fell off the bottom of my cropped screenshot).
Something is messed up in the formatting around the tickyboxes, and that's driving some of the excessive vertical white space.
An error occurred while saving the comment Freya Pieroz
commented
I'll repeat this comment in a bunch of places, but I complained to a friend of mine that I was considering learning how to code in order to figure out where the CSS was Bad, and he found me a Chrome extension that's helped me fix a bunch of the table formatting issues and then save the settings so I can apply them to a bunch of pages. Stylebot will only work until Xero changes the formatting again and breaks the custom style sheets, and then I'll have to update them all, but at least I can scan the list of bills without scrolling or turning my head now.
An error occurred while saving the comment Freya Pieroz
commented
My 'favourite' thing to add to this is that all the bill views can be set to Compact View... except the list of Repeating Bills.
Freya Pieroz
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3 votes
Hi team, appreciate the thoughtful feedback in your idea here and while not a complete solve for what's being asked I did want to highlight for this specific scenario you may find favouriting reports useful. This will make that report easily navigable from the Reporting menu in our new navigation 🙂
Also, just another tool that might help to find items that have recently been edited - the History & Notes could be used and filtered to quickly see what transactions have been edited.
While we don't have immediate plans for enabling these sort of breadcrumbs our teams are continuously thinking about the logic and flows as they keep developing Xero features.
Freya Pieroz
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4 votesFreya Pieroz
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4 votesFreya Pieroz
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5 votesFreya Pieroz
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9 votesFreya Pieroz
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9 votesFreya Pieroz
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19 votesFreya Pieroz
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5 votesFreya Pieroz
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It's been nearly nine years since this was first requested as a feature.
I came here today to request it anew, because a client has paused a repeating purchase and when they start it up again, I don't want to unnecessarily duplicate the work I did setting that repeating bill template up 18 months ago. (and if you can do it on repeating invoices then the capacity should be there to do it with repeating bills, so why duplicate the feature request?)