Settings and activity
3 results found
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144 votes
Hi everyone, thanks for your feedback on automatic remittance sending.
We understand the efficiencies this could provide to your workflows and it's something our product team have reviewed and are interested in developing, however we do not have this work planned just yet. We’ll let you know here if there’s any more news about this in our future roadmap.
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Graham Mcmonigle
supported this idea
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38 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how submitting leave requests for the next year impacts current leave balances.
A workaround in Xero is to delay submitting or approving leave requests until the next year. We understand this may require payroll admins to track future leave outside of Xero.
We’ve shared this idea with the product team however we need to be upfront here, there are no plans to work on this in the near future, so we'll update this to Not in Pipeline.
We’ll keep you posted if our priorities change. Thanks for continuing to share your feedback as this helps shape Xero.
Graham Mcmonigle
supported this idea
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100 votes
Thanks again for everyone's support in this idea.
We'd like to let you know that the ability to drag contents from one field up or down a column within an individual invoice is now live to all users, to help save time repeating details like tracking, account codes and tax rates across multiple line items.
From the blue dot in the bottom-right corner of a cell drag up or down the column. Alternatively, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply.
Again, we know some members here were also looking for bulk updates across multiple invoices, rather than just across lines within a single invoice. That part of the request isn’t included in this release, so we’ll keep the idea open as Accepted for future consideration. 🙂
An error occurred while saving the comment Graham Mcmonigle
commented
I have over 35,000 invoices that have been transferred with Movemybooks conversion software. The invoice number has been duplicated and has overwritten on to the invoice reference number (we use this for customer purchase orders) . For auditing and sending copy invoices this is not ideal at all as we need the customer reference number to be included alongside the invoice number.
An error occurred while saving the comment Graham Mcmonigle
commented
Is there any way of uploading a file to overwrite existing Sales Invoices via import. We have used Movemybooks to switch from Sage to Xero and all our Sales Invoices references have the same number as the actual invoice. I did try to do one to check if it was possible but unfortunately because the invoice already exists it didn't work.
Is there something else that can be done other than manually going through every invoice and updating?
We have over 35,000 so doing this manually would be far from ideal.Graham Mcmonigle
supported this idea
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Can this be included. Seems a fairly fundamental process that would save a lot of time.