Settings and activity
3 results found
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27 votes
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Karen Hughes
supported this idea
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394 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Karen Hughes
supported this idea
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69 votes
Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
An error occurred while saving the comment Karen Hughes
commented
This has been a problem for a number of years, and this is all we get as a resonse... Just getting your customers to do your work for you. Like debugging the 'new invoicing' and we all know how that's going - it's not!!
An error occurred while saving the comment Karen Hughes
commented
Great work, listening to your clients. Not. It's already been a long term problem and now you come up with the suggestion of a work-around which is possibly going to be in the too-hard basket for many! I guess everyone will have to wait another few years....
An error occurred while saving the comment Karen Hughes
commented
Been waiting a few years now....
An error occurred while saving the comment Karen Hughes
commented
I logged this a few years ago (at least 3, maybe 4). Sooooo frustrating that Xero don't listen to so many of their clients who have the same problem!
An error occurred while saving the comment Karen Hughes
commented
Not just time saving at the time of creating the Purchase Order but avoids the obvious problem of forgetting to change it!
An error occurred while saving the comment Karen Hughes
commented
This should be a basic option, not a 'feature.' Users have been asking for this for years! Simply adding it to another forum is avoidance
Karen Hughes
supported this idea
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This is costing us money!!!!! If you forget to add the % , the price is wrong. We look stupid when the client raises the issue (unless they are unfortunate enough to be using Xero, in which case they totally understand); We lose money when the rate is wrong.
SORT IT OUT PLEASE - THIS NEW INVOICING IS SOOOOO FULL OF BUGS.