Settings and activity
6 results found
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338 votes
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
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Simon Mallender
supported this idea
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8 votes
We've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
Simon Mallender
supported this idea
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47 votes
Hi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here.
At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across…
An error occurred while saving the comment Simon Mallender
commented
Hi, and while I'm subject, any chance you can add the inbuilt calendar function to the FX rate box when applying payments. In most cases we have the currency amounts but not the FX rate to 7 significant digits. Thx.
An error occurred while saving the comment Simon Mallender
commented
Hi, unless I am mistaken all the great Date shortcuts here: https://central.xero.com/s/article/Tips-and-shortcuts#Dateentryshortcuts
no longer work on the new invoicing add payment popover where you have to tab and use arrow keys to navigate a calendar. -
173 votesSimon Mallender
supported this idea
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60 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
Simon Mallender
supported this idea
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4 votesSimon Mallender
supported this idea
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How can you depreciate CRITICAL information like this without even telling your customers! We have a group of 24 travellers. We need to track that everyone received their deposit invoice, then their second payment, then their balance invoice. Frankly it's appalling this was not communicated to your paying customers