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7 results found

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

    13 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Jennifer Campbell supported this idea  · 
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    Jennifer Campbell commented  · 

    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.

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

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jennifer Campbell shared this idea  · 

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

    484 votes

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    98 comments  ·  For small businesses » Business features  ·  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  · 

  4. New Invoicing - Reduce number of steps and clicks

    540 votes

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

    Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
    Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
    We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

    Jennifer Campbell supported this idea  · 

  5. AutoTax feature on repeating invoices/quotes

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Jennifer Campbell commented  · 

    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.

    Jennifer Campbell supported this idea  · 

  6. Payment Services - Collect ACH debit payments through Stripe

    32 votes

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    submitted  ·  24 comments  ·  For small businesses » Business features  ·  Admin →
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    Jennifer Campbell supported this idea  · 

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

    222 votes

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    submitted  ·  68 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jennifer Campbell supported this idea  ·