Settings and activity
24 results found
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21 votes
Carron Sinclair
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2 votesCarron Sinclair
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13 votesCarron Sinclair
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2 votesCarron Sinclair
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64 votes
Hi everyone, we want to say thank you to everyone that's shared back on their experience with our beta for sending invoices via SMS.
We've had great results and are moving forward to release this to all users in Australia, as a start.
Those that have been trialing this for us in Australia will lose access for a short period of time, however I'll be back to share once it's available to everyone in AU 🙂
Carron Sinclair
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8 votes
Appreciate the need in being able to add these extra address details in when entering your invoices. Thanks for sharing with us here.
We have work underway that'll enhance the detail that can be added in the contact card when using new invoicing and will be providing more lines to enter your contacts address details. I'll return to let you know once this is released.
Carron Sinclair
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2 votesCarron Sinclair
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1,169 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Carron Sinclair
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5 votesCarron Sinclair
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365 votes
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.
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Carron Sinclair
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501 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Carron Sinclair
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50 votes
Thanks for letting us know how useful this feature is to you when creating invoices for your customers in Xero. We have some improvements the team are focusing on within the contact card to provide our customers more efficiency, which includes the ability to search to add an address for a Contact.
For the time being we'll change this to working on it, and I'll keep you up to date with any progress for this, here.
Carron Sinclair
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54 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
Carron Sinclair
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34 votesCarron Sinclair
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10 votesCarron Sinclair
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4 votesCarron Sinclair
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5 votesCarron Sinclair
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14 votesCarron Sinclair
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5 votesCarron Sinclair
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45 votesCarron Sinclair
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Just like in new invoicing having the pop up to add contact details especially email and phone number when doing a new quote would make it easier and faster to send instead of having to go back and forth between quote and contact and source document for the information