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  1. 569 votes

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    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

    Karen Gerrits supported this idea  · 
  2. 60 votes

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    Karen Gerrits supported this idea  · 
  3. 44 votes

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    Karen Gerrits supported this idea  · 
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    Karen Gerrits commented  · 

    It would be great if we can use the tracked inventory items also when publishing documents from Hubdoc to Xero

  4. 49 votes

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    Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?

    Karen Gerrits supported this idea  · 
  5. 397 votes

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    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central

    Karen Gerrits supported this idea  · 
  6. 38 votes

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    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.

    Karen Gerrits supported this idea  · 
  7. 295 votes

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    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    Karen Gerrits supported this idea  · 
  8. 52 votes

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    Karen Gerrits supported this idea  · 
  9. 225 votes

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    Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes. 

    Karen Gerrits supported this idea  · 
  10. 101 votes

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    Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.

    We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks

    Karen Gerrits supported this idea  · 
  11. 293 votes

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    Karen Gerrits commented  · 

    It would save a lot of time and queries from customers if statements could be automatically sent out periodically for overdue invoices. If one customer has 3 relatively small invoices all overdue it will only irritate them to receive 3 separate invoice reminders. Looks much neater and more efficient if all, or any, invoices on the account could be automatically incorporated into one statement.

  12. 33 votes

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    Karen Gerrits supported this idea  · 
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    Karen Gerrits commented  · 

    Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.

  13. 13 votes

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    Karen Gerrits shared this idea  · 
  14. 71 votes

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    Karen Gerrits supported this idea  · 
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    Karen Gerrits commented  · 

    If a business uses more than one branding theme for their sales documents, a feature to apply a separate automatic numbering sequence to each one would be useful.

  15. 23 votes

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    Hi everyone, we're pleased to share that we have some work underway atm that will provide what you'd like to see here. Right now, along with work for managing duplicate bills, and providing a quick view of bills we're developing a bills upload feature where you'll be able to upload or drag & drop a file from your device to create a bill in your Xero organisation. You can read more of the detail on our blog and I'll round back to share once this is released for you all.

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    Karen Gerrits commented  · 

    This will really be great!!

    Karen Gerrits supported this idea  ·