Settings and activity
3 results found
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Chloe Tansey
shared this idea
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773 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
An error occurred while saving the comment Chloe Tansey
supported this idea
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531 votes
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…
Chloe Tansey
supported this idea
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Ability to schedule a customised report to email to designated stake holder to save the job of downloading reports and email to colleagues. Don't know if this is in Xero's interest, but usually Directory level stake holders don't go onto Xero to check the reports themselves, they hardly every log into Xero. The reports have to be manually downloaded and send through email. Customised reports are great as literally we just need to go into the saved cusotmised report and run it then download. Shouldn't that last step also be automated to just schedule the repot to be sent to stake holder periodically, then they can receive it in their email to review as scheduled.