Settings and activity

13 results found

1. New Invoicing - Option to switch Autosave off

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   submitted  ·  22 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Erin O'Dwyer supported this idea  ·  12 March, 2024

2. Batch payments - Ability to include credit notes

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   submitted  ·  54 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Erin O'Dwyer supported this idea  ·  12 March, 2024

3. New Invoicing - Reduce number of steps and clicks

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

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version if we want a product that will continue to serve your needs in the future as classic has too many technological limitations. The leadership from our board, through our c-suite and regional leadership teams know this is the only path forward to give you the features you’ve been asking for. We shared more on this in this blog. 

   
   Since my last post there are other changes that have been made to enhance new invoicing, including;

   • the ability to attach a file from the files library, 
   • being able to view files in a side by side view so you no longer have to click across to another tab, 
   • automatically opening a new tab to take you to areas to add a new account, tracking category or tax rate, and 
   • being given the option to mark an invoice as sent when printing. 

   All of which help reduce the number of clicks that you’d have to make for these actions.

   We are continuing to explore more ways to reduce the clicks and steps required for other actions in new invoicing and will keep updating you on these here. You can keep up to date with ongoing updates and changes to new invoicing on this Xero Central hub.

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing… more

   Erin O'Dwyer supported this idea  ·  12 March, 2024

4. Invoice - Add additional reference fields for invoices and credit notes

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Erin O'Dwyer supported this idea  ·  12 March, 2024

5. Bills - Add a second Reference field

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   submitted  ·  79 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Erin O'Dwyer supported this idea  ·  12 March, 2024

6. Sales Invoices - Field for Customer's Purchase Order Number

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

   We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.

   
   At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.

   
   It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.

   
   

   In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here. 

   Erin O'Dwyer supported this idea  ·  12 March, 2024

7. Sales Invoice - Add 2nd description field

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Erin O'Dwyer supported this idea  ·  12 March, 2024

8. Customer Statements - Option to remove links to invoices

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   40 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.

   For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.

   Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.

   Erin O'Dwyer supported this idea  ·  07 March, 2024

9. Contacts - Import with contact Group

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   submitted  ·  30 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Erin O'Dwyer commented  ·  13 April, 2023  ·  Edit…  ·  delete…

   This is very important and would be incredibly useful, please have this option included.

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   Erin O'Dwyer supported this idea  ·  06 December, 2022

10. Invoices/Bills - Don't update contact address for existing invoices

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    submitted  ·  8 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    Erin O'Dwyer supported this idea  ·  06 December, 2022

11. Contacts - Export contact group

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    submitted  ·  8 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    Erin O'Dwyer commented  ·  06 December, 2022  ·  Edit…  ·  delete…

    Very important and much needed. I need to be able to sort my contacts into specific groups and use this data for our business.
    Please add Groups as a field in the contact export download

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    Erin O'Dwyer supported this idea  ·  06 December, 2022

12. Sales Invoice | List view - Filter by Contact Group

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Erin O'Dwyer supported this idea  ·  06 December, 2022

13. Contact | List - View 'new' contact and contact group allocation

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    submitted  ·  10 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    Erin O'Dwyer supported this idea  ·  06 December, 2022