Settings and activity
3 results found
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303 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment 
PATRICK BAGULEY
supported this idea
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547 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
PATRICK BAGULEY
supported this idea
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69 votes
An error occurred while saving the comment PATRICK BAGULEY
commented
This actual is a really critical and yet basic feature I really need for my work- I am unable to generate and email purchase orders from the app while I'm on the road. I need to be able to organise and send them off quickly while between between jobs so I don't end up with a pile of random receipts and paperwork to decipher at the end of the week of a million jobs.
It seems more like oversight than feature.
PATRICK BAGULEY
supported this idea
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This is very frustrating to me that it still isn't resolved. It's a really important concept to me to be able to just convert a bill into a credit note when a negative bill comes in, such that Xero doesn't recognise it as a CR and puts it in as a Bill. Having to actually download the attached files, recreate a CR, re-upload the attached files and input all the information manually is absolutely attrocious.