Settings and activity
13 results found
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224 votes
Kerrin Paget
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213 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
An error occurred while saving the comment An error occurred while saving the comment Kerrin Paget
commented
Unfortunately using the export/import function is still slow, we really need a way of easily updating pricing with new unit prices for products, particularly in light of yet another price increase announced from Xero today.
The admin involved in handling subscriptions on your behalf is increasing all the time - please help us to do this efficiently!An error occurred while saving the comment Kerrin Paget
commented
I totally agree, either a bulk update function or the ability to update item prices and apply the change across repeating invoices. We have around 1500 repeating monthly invoices that go out, and it take hours to amend pricing.
Your idea of exporting & importing then creating repeating invoices from a draft will not save time.Kerrin Paget
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767 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Kerrin Paget
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13 votesKerrin Paget
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360 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…Kerrin Paget
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11 votesKerrin Paget
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68 votesKerrin Paget
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4 votesKerrin Paget
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2 votesKerrin Paget
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188 votesKerrin Paget
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223 votesKerrin Paget
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157 votes
An error occurred while saving the comment Kerrin Paget
commented
given that Xero have announced yet another price increase to their business packages cash coding should be included with ALL the business subscriptions. We have many clients for whom we code the bank transactions and using the reconciliation screen is very inefficient - they don't need all the functionality of the standard subscription but have a few invoices & bills each month.
Kerrin Paget
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677 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
Kerrin Paget
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As Xero are putting their prices up yet again, this is now critical. We have thousands of clients who subscribe to Xero through us so I will have thousands of repeating invoices to change to reflect the price increase. This is hours of work and should be able to be done more efficiently with changing the item prices and pushing those through to the invoices.
Please do not suggest import and export, it takes just as long to do this as we have to create repeating invoices and delete the drafts. Not a workable solution with the number of invoices we handle.
Please Xero, put priority on this!