Skip to content

Settings and activity

2 results found

  1. 35 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for supporting this idea on having leave days visible when submitting timesheets.

    We've split this idea up to gauge interest across NZ and AU. You can view and support the NZ idea here.

    Make sure you share the idea with your colleagues that this feature could benefit.

    All members can also comment to share additional detail about how this idea could improve their experience with Xero.

    Jessica Anderson shared this idea  · 
  2. 86 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi community, some time on from my last update we'd love to share further developments in this space with you here.

    Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.

    For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂

    On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…

    An error occurred while saving the comment
    Jessica Anderson commented  · 

    Keep it the same as classic invoicing - Go to FILES then select "add to new - Sales invoice". The file then displays on the left hand side so you can input the information from the file and know who you're invoicing.

    You don't always know who the contact is without the 'file' displaying the information on it.

    With New Invoicing, you have to select the contact first and then you can select a file but difficult because it doesn't display on the side for you to know what information to input. Also very difficult when you don't know who the contact is until you see the file.

    Jessica Anderson supported this idea  ·