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  1. Xero Expenses - Customise the bill reference field

    33 votes

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    17 comments  ·  Payroll & expenses » Expense claims  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea and explaining how being able to customise the bill reference for expense generated bills could improve your workflow ✨.

    Our Community team have reviewed your idea and moved it to Gaining Support so it can gather input from other members. This means others can now vote and comment to share how this change could improve their experience with Xero.

    At this stage, we do not have any current plans to share for developing this specifically for expense generated bills. We will continue to watch the support and detail this idea receives from the community, as that helps us better understand the level of demand and the use cases behind the request.

    If others would also find this helpful, their votes and comments can add useful context for future review.

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    Toni Bowater commented  · 

    I agree with all the comment below. If you need to check/reconcile employee expenses - it becomes very time consuming. However, if the reference field matched the 'Description (optional)' fielld + 'Spent at' fields it would provide meaningful information and save a lot of time. Please please consider this

  2. Sales Invoice - Include files attached to an invoice when sending

    530 votes

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    123 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

    As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

    To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

    A caveat to this is when you are working in incognito mode, or refresh your browser…

    Toni Bowater supported this idea  · 
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    Toni Bowater commented  · 

    More and more of our customers are requesting that we attached their purchase orders to the back of our invoices in order to be processed at their end. You can attach/upload files in 'new' invoicing but it would be useful to be able to send the attached files with the invoice at the 'approve and email' stage....