Settings and activity

4 results found

1. New Invoicing - History to include if invoice is resent

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

   Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.

   Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.

   We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.

   We'd like to confirm how this works;

   • This record is only applicable from here on in, there are no updates to any historical entries for sending.
   • History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.

   We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked up where this does not happen and they're still working on - So, once they've ironed these all out we'll return to update you again.

   Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.

   Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.

   We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.

   We'd like to confirm how this works;

   • This record is only applicable from here on in, there are no updates to any historical entries for sending.
   • History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.

   We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked… more

   Bethany Mence supported this idea  ·  11 November, 2024

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

   764 votes

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   167 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  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. 

   Bethany Mence supported this idea  ·  11 November, 2024

3. Lock dates - Ability to add password protection

   153 votes

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   10 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.

   Bethany Mence supported this idea  ·  17 May, 2023

4. Bills - Flag a Bill as 'in dispute / query'

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

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is… more
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   Bethany Mence commented  ·  16 May, 2023  ·  Edit…  ·  delete…

   Also agree new layout of bills is much less user friendly!

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   Bethany Mence supported this idea  ·  03 February, 2023