Settings and activity

4 results found

1. New invoicing - When sending show organisation's trading name at top of invoice

   186 votes

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   submitted  ·  67 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jen Fisher supported this idea  ·  06 September, 2024

2. New Invoicing - Remember default settings

   401 votes

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   30 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing. 

   Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked… more

   Jen Fisher supported this idea  ·  06 September, 2024

3. Contacts - Allow duplicate contact names

   157 votes

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   84 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   Hey community, thank you for your continued interest in this idea.

   Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

   I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete. 

   Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.

   In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.

   Jen Fisher supported this idea  ·  12 June, 2024

4. Customer Payments - Payments on Account, instead of Overpayments/Prepayments

   41 votes

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jen Fisher supported this idea  ·  07 February, 2024