Settings and activity
35 results found
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3 votes
Thanks for sharing this idea and for explaining that having the associated project name available as a placeholder in the invoice email template would make it easier to include the right project reference consistently whenever you send an invoice. We have opened this idea up to the community so they can vote and comment on how this would improve their business processes. We’ll keep a pulse on the interest this idea receives and share if there are any updates. ✨
Jaimie Halstead
supported this idea
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9 votes
Hi Catrina , thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. We'll monitor this space for more traction in the meantime. Cheers
Jaimie Halstead
supported this idea
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7 votes
Thanks for sharing your feedback on this idea and explaining how important it is for your invoicing workflow 🙂
We understand that only showing the invoice date can create extra manual work, especially when your customers need to see the date work was carried out, or on-hire and off-hire dates that match the job. Having to add these dates manually, or use a separate system just for invoicing, adds unnecessary time and complexity.
We’ve reviewed this idea and moved it to Gaining Support so other customers can vote and add their comments.
We’ll continue to monitor the support this idea receives and update the thread if there’s any progress to share.
Jaimie Halstead
supported this idea
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25 votes
Thank you for your suggestion to add a spell check feature to Xero’s invoicing. We appreciate your feedback. As you know at this time, there isn’t a built-in spell check option available within Xero invoices. However, many users find that browser-based spell check tools or third-party extensions can help with proofreading invoice content.
We encourage you to continue sharing your ideas and feedback, as this helps us understand what features are most important to our community. For transparency there are no immediate plans for this feature, please know that your input is valued and will be considered as we continue to improve Xero.
Jaimie Halstead
supported this idea
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10 votes
Hi Paul, thanks for sharing this idea. We understand the benefit of having a native voice-to-text AI assistant to help write invoice descriptions especially for users working on the go or across multiple client sites.
The idea is to allow users to dictate invoice line item descriptions using voice input, with text being automatically captured and inserted into the invoice fields to speed up billing and reduce manual typing.
We encourage the community to vote on this idea if you’d find this invoicing workflow improvement useful.
Jaimie Halstead
supported this idea
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16 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. While this feature is not possible at the moment, you are able to use an advanced invoice template to show the quote name as Estimate. You can then switch between either one of the branding themes for when you want it to show as an estimate.
We’ve reviewed your idea and now it’s up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jaimie Halstead
supported this idea
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7 votes
Thanks for raising this with us here, Jason. We appreciate your feedback on the new invoice experience and how expanding this to other document types would be beneficial and help with consistency.
This is something we have intentions of longer term, however we don't have a timeframe of just yet. I'll keep you informed of any updates for this here.
Jaimie Halstead
supported this idea
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21 votes
Hi Lorraine, thanks for raising this idea. We understand having a separate description to describe a summary of work carried out would be a useful field to have. We'll open this idea up to the community to gain more support. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jaimie Halstead
supported this idea
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14 votes
Hey Dean thanks for bringing this Idea to us, we always appreciate our customers thoughts on how we can improve Xero! This Idea has been moved to Gaining Support so others can vote and comment on this. We also wanted to let you know that there is a work around for tis idea, you can create a draft quote with all the relevant details and use that as a base to 'copy to' to reduce the time spent filling out the same details. Don't forget to let you friends and colleagues know they can vote on this idea now 🙂.
Jaimie Halstead
supported this idea
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6 votes
Thanks for sharing how you'd like to see the recent feature we've introduced in invoices expanded to quotes, Jonathan. Understand wanting more control and professionalism of transactions you're sending from Xero.
We'll be sure to share if there are plans made to implement this feature for quotes too.
Jaimie Halstead
supported this idea
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3 votes
Hi Mariane, appreciate your feedback shared with our team how you'd prefer more automation and control for setting all invoices to send on the invoice date rather than the current options of scheduling an invoice send or setting up Invoice reminders.
This isn't something we have immediate plans around, however I'll re-open your idea here so we can gather wider interest from the community.
We'll keep our eyes on the support for this and share if there are any updates. Thanks
Jaimie Halstead
supported this idea
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37 votes
Thanks for bringing this Idea to us Johanna, we appreciate you taking the time to let us know what they want to see in Xero. We have reviewed this and have made it available for others to vote and comment on! Although we are continually updating and improving the overall experience, its great to get input from our customers on how we can make it even better 🙂
Jaimie Halstead
supported this idea
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113 votes
Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.
Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.
Jaimie Halstead
supported this idea
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18 votes
Thanks for sharing this with us. 🌟
We acknowledge that the new invoice template can display two View and pay online links—one near the top of the invoice and another further down. We understand that this can make the invoice seem cluttered, particularly when it’s printed.
We’re opening this idea up so other customers can vote and comment on it. The additional feedback will help us understand how widely this affects customers and support future consideration of the requested change.
Jaimie Halstead
supported this idea
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127 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
Jaimie Halstead
supported this idea
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41 votes
Hi team, we appreciate the interest and rational in this idea when you trade with Contacts that might be part of a larger group.
We want to be open that this isn't something we have plans for developing just atm, but will keep considering the idea as we continue to develop contacts in Xero. I'll share if there is any progress here.
Jaimie Halstead
supported this idea
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4 votes
Thanks for sharing this suggestion, Margot. We understand the request to extend Smart Lists to suppliers, so inactive or rarely used supplier contacts can be identified and managed more easily.
We've updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you'd use it.
Jaimie Halstead
supported this idea
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6 votes
Appreciate you suggestion, Vanisha. We understand the request to automatically populate contact details from a bill when creating a new contact. Having more information carried across during the creation process could help reduce manual data entry when adding new suppliers.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
Jaimie Halstead
supported this idea
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1,467 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Jaimie Halstead
supported this idea
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53 votes
Hi everyone, we wanted to provide a quick update on the idea to enable reconciliation of credit card expenses directly within Xero Me.
This idea is currently classified as Gaining Support and has started to gain traction within the community. We appreciate those who have shared their interest and feedback so far.
If this feature would help streamline your expense management, please continue to vote and share your thoughts. Your input is important in helping us prioritize future improvements.
Jaimie Halstead
supported this idea
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