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793 results found
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16 votes
Thank you for submitting your idea and clearly outlining the most impactful changes for your workflow.
Your suggestion has been reviewed and is now open to the community for support. Please encourage any colleagues who would benefit from this to vote on your idea. They can also comment to provide further details on how this change would enhance their Xero experience.
TENG CHRISTOPHER
supported this idea
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2 votes
We really appreciate you sending in your idea and letting us know which changes matter most! We've reviewed your submission, and it's now ready for the community to get behind it.
Why not build momentum by sharing this with any colleagues who would find it useful so they can vote too! Other users can now comment to expand on how your idea could enhance their Xero experience.
TENG CHRISTOPHER
supported this idea
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2 votes
Hi Kari, we don't have any plans for pinning a contact at present but we're still getting a gauge of interest from your idea here.
For now, you may find it useful to use the Copy to draft invoice option if you know you're entering multiple invoices for a single Contact.
As soon as you enter the contact name, you'll find this selection available from the 3 dot drop menu on an invoice. 🙂
TENG CHRISTOPHER
supported this idea
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10 votes
Appreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
TENG CHRISTOPHER
supported this idea
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10 votes
Hi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
TENG CHRISTOPHER
supported this idea
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3 votes
Appreciate customers use Xero in different ways, Meradene. Want to be open that we don't have any plans to remove this option, but we'll begin to get a sense of the interest of this from the idea here.
TENG CHRISTOPHER
supported this idea
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55 votes
Thank you all for supporting and sharing back about the need to undo or revert changes to invoices, particularly where autosave can make accidental edits difficult to recover.
We want you to know that this is something we have longer-term plans to solve for.
While it's not in the pipeline just yet, we'll be sure to keep you in the know of any progress surrounding developments for the ability to undo or return to a previous state of an invoice.
TENG CHRISTOPHER
supported this idea
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9 votesTENG CHRISTOPHER
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10 votesTENG CHRISTOPHER
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7 votesTENG CHRISTOPHER
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6 votes
Appreciate you separating out the different ideas you have for JAX on the site here, Mark. This has also been shared back with our team.
We'll begin to track the interest from the community in being able to use JAX to import supplier bills here.
In the meantime you may find the Upload feature in Bills handy for this sort of entry - however just to note it doesn't support currency conversion atm so will still require manually updating to reflect the correct currency.
TENG CHRISTOPHER
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6 votesTENG CHRISTOPHER
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5 votesTENG CHRISTOPHER
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40 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
TENG CHRISTOPHER
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17 votesTENG CHRISTOPHER
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4 votes
Interesting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks
TENG CHRISTOPHER
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12 votesTENG CHRISTOPHER
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16 votes
Hi Rob thanks for sharing this here. We can see how having an order acknowledgment or delivery note upon quote acceptance could be useful to have. We will open this idea up to get more support from the community. Just to add on to your last two points, you can edit the way the PDF attachment shows. You can also create DOCX templates, so that the price does not show. If you require further support with this, please do not hesitate to raise a case with our support team.
TENG CHRISTOPHER
supported this idea
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43 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
TENG CHRISTOPHER
supported this idea
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4 votes
Hi Peter, we get why being able to see the number of entries in the History and notes section at a glance would be helpful, especially when you're quickly checking for activity on an invoice.
It might seem like a small change, but we can see how it would save time and make things just that bit easier when you're managing lots of transactions.
This idea is now in the Gaining Support stage, which means we’re keeping an eye on how much interest it gets. Feel free to add your vote or share how this would help you, the more context we have, the better. We’ll keep this thread updated with any news.
TENG CHRISTOPHER
supported this idea
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