Settings and activity
9 results found
-
114 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
Rick Smith
supported this idea
·
-
26 votes
An error occurred while saving the comment Rick Smith
supported this idea
·
-
726 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Rick Smith
supported this idea
·
-
93 votes
Hi everyone, we appreciate that as eInvoicing is adopted by more regions and businesses the appetite for supporting eInvoicing across more of Xero’s features is growing.
Over the coming months our product team will be looking into updates to Xero’s repeat invoices templates and support for eInvoicing within these is something that's on our teams radar. When we get to picking this up and being able to explore this deeper, we’ll keep you updated and share if there are any opportunities to bring you into our discovery.
Rick Smith
supported this idea
·
-
11 votesRick Smith
supported this idea
·
-
69 votesRick Smith
supported this idea
·
-
6 votesRick Smith
supported this idea
·
-
5 votesRick Smith
supported this idea
·
-
11 votesRick Smith
supported this idea
·
I echo Lexina Wyatt...CERTAINLY THERE SHOULD BE A WARNING!!!
This is what I sent earlier today:
I saw over 2000 items in a HubDoc folder in my library. To clean things up, I deleted them. I then had an idea, that I should check, and discovered they were all gone from my transactions. I then found this note, in your help files, "Warning, Deleting a file from the file library removes the file from all transactions it’s attached to. We can't retrieve deleted files. To use a deleted file, you need to upload it again.".
DON'T YOU THINK I SHOULD HAVE BEEN WARNED THAT WHAT I WAS DOING WOULD UNATTACH THE DOCUMENTS AND WAS NOT REVERSIBLE?