Settings and activity

7 results found

1. Invoice - Include payment dates in Invoices and Bills exports

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jennifer Campbell supported this idea  ·  06 April, 2024
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   Jennifer Campbell commented  ·  06 April, 2024  ·  Edit…  ·  delete…

   We are able to do an invoice search by paid date. However when exporting that data there isn't a Paid Date column.

   If this cannot be done, at least allow a filter in the Receivables Summary and Detail reports for Paid Date.

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2. Contacts - Add Sales Tax Exemption field to import/export file

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   submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Jennifer Campbell shared this idea  ·  06 April, 2024

3. New Invoicing - Make the History & Notes the same as in Classic Invoicing

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   140 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

   We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

   We still have more enhancements on the way for history and I'll be back again when more updates land. 

   Jennifer Campbell supported this idea  ·  06 April, 2024

4. New Invoicing - Reduce number of steps and clicks

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   294 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

   This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

   We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… more

   Jennifer Campbell supported this idea  ·  06 April, 2024

5. AutoTax feature on repeating invoices/quotes

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jennifer Campbell commented  ·  06 April, 2024  ·  Edit…  ·  delete…

   While the auto tax feature is nice, there's certainly limitations, which makes using it complicated. When auto tax is activated, the repeating invoices that move to draft etc should have the auto tax feature already featured. Shouldn't have to change each invoice from manual tax to auto tax.

   This is especially tedious when subscription-based clients are using the repeating invoice feature. Hundreds of invoices are being put to drafts for some clients.

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   Jennifer Campbell supported this idea  ·  06 April, 2024

6. Payment Services - Collect ACH debit payments through Stripe

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   submitted  ·  33 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jennifer Campbell supported this idea  ·  03 April, 2024

7. Files - Automatically include specific file attachments when sending from Xero

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   submitted  ·  70 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Jennifer Campbell supported this idea  ·  03 June, 2023