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42 results found

  1. New Invoicing - Show stock level when adding a Tracked inventory item

    116 votes

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    89 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate how useful the ability to view stocks on hand are to our customers that are using tracked inventory. This is something we're looking to build in to new invoicing, however there are a few other things lined up in the teams agenda first. 

    We'll keep you updated here as things progress, and you can also get more understanding of the features we have planned in this space through our Xero central page. 

    Jim Morris supported this idea  · 

  2. Files - Add New Sales Invoice

    13 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris supported this idea  · 

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

    391 votes

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    72 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. 

    Jim Morris supported this idea  · 

  4. New invoicing - copy to bill

    25 votes

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    20 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing. 

    For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view. 

    You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here. 

    Jim Morris supported this idea  · 

  5. K I S S = "KEEP IT SIMPLE STUPID" NUFF SAID!

    9 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris supported this idea  · 

  6. New Invoicing | Files - Drag & drop anywhere on the page

    161 votes

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    submitted  ·  52 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris commented  · 

    Yes, drag and drop is the way forward. Dropdowns and clicking buttons to find the file you already have in another window is doing it backwards

    Jim Morris supported this idea  · 

  7. New Invoicing - Move Save button to bottom of invoice like classic

    52 votes

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    13 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes. 

    Jim Morris supported this idea  · 

  8. New Invoicing - Quick find Address

    26 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris supported this idea  · 

  9. New invoicing - Option to leave date field blank like classic invoicing

    15 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris commented  · 

    They have put this stupid requirement into classic as well.

    WHY DO I NEED TO INPUT A NON-ZERO VALUE IN THE QUANTITY AND UNIT VALUE FIELD FFS!?!?!!?

    Why is it such an issue to let us have a blank info line? What is your problem with that Xero? What about making our jobs easier offends you so much?

    Jim Morris supported this idea  · 

  10. New Invoicing: Choose default calculation type for the discount column

    81 votes

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    submitted  ·  51 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris supported this idea  · 

  11. Invoicing - Assign a default Due Date and Currency per Invoice template

    7 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris supported this idea  · 

  12. Invoicing - Show Delivery Address on invoices by default

    15 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.

    With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.

    You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.

    You'll then want to select this custom branding theme for your invoices.

    Jim Morris supported this idea  · 

  13. Contacts - Set default settings when adding new contacts

    13 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jim Morris supported this idea  · 

  14. Contact - Ability to set e-invoice as a default

    16 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jim Morris supported this idea  · 

  15. New invoicing - Default quantity of 1 for invoice lines

    12 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris supported this idea  · 

  16. Sales Invoicing - Order acknowledgement

    49 votes

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

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

    Jim Morris supported this idea  · 

  17. New Invoicing - Allow blank lines to make groups of invoice lines

    21 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris supported this idea  · 

  18. New Invoicing - Reduce the amount of empty space on screen

    234 votes

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

    Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
    By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.

    We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.

    Jim Morris supported this idea  · 

  19. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    106 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Jim Morris supported this idea  · 

  20. New Invoicing - Add Client expense on the fly

    3 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jim Morris supported this idea  · 
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