Settings and activity

4 results found

1. NZ Payroll: Timesheet summary reports

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   submitted  ·  26 comments  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   Julie Buchinger-Dwyer supported this idea  ·  06 June, 2024

2. NZ Payroll - Show deductions on Payments Report

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   submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Julie Buchinger-Dwyer supported this idea  ·  26 September, 2023

3. Sales Invoicing/Files - Enable Seamless Attachment of Files Inbox Documents to Sales Invoices

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   515 votes

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   123 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.

   We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser… more

   Julie Buchinger-Dwyer supported this idea  ·  05 April, 2023

4. Customer Statement - Automated statements for contacts

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   143 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

   Very early in the teams discovery at this point, but we'll share further updates with you here.

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   Julie Buchinger-Dwyer commented  ·  22 February, 2023  ·  Edit…  ·  delete…

   This would be very important

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   Julie Buchinger-Dwyer supported this idea  ·  22 February, 2023