Settings and activity
4 results found
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755 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
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Kristy Wells
commented
Under review? This should have been a matter of 'good idea - let's implement it', not a year's worth of review and no action.
Kristy Wells
supported this idea
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48 votesKristy Wells
supported this idea
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An error occurred while saving the comment Kristy Wells
commented
It is really annoying that you can’t have all the directors/shareholders/members etc. for an entity on their client record just because they aren’t a client themselves. We have companies with no directors and nowhere to note who the directors are. Naturally we have this information elsewhere, but since this is ‘THE’ record it should really all be available in one place. We could do it in MYOB!
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70 votesKristy Wells
supported this idea
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33 votesKristy Wells
supported this idea
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Maybe if you spent less time making unnecessary changes to the client profile screen format you would have time do something more useful? Like implement the changes we are actually asking for?