Settings and activity

4 results found

1. Repeating Invoice - automatically calculating days of the month in the qty field

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Craig Johnson commented  ·  06 June, 2025  ·  Edit…  ·  delete…

   This very simple solution would be a lifesaver - I have inadvertently put the wrong number of days in the Qty field for an invoice to a Government body. Rectifying the incorrect invoice took 9 months. A very simple addition, but hugely valuable

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   Craig Johnson supported this idea  ·  06 June, 2025

2. Purchase Orders - Include document attachments when emailing to supplier

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   117 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.

   To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.

   Craig Johnson supported this idea  ·  22 November, 2023

3. Purchase Order - Link Purchase Order to Bill

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   submitted  ·  45 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Craig Johnson supported this idea  ·  22 November, 2023

4. Sales Invoice - Include files attached to an invoice when sending

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   48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.

   We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser… more

   Craig Johnson supported this idea  ·  22 November, 2023