Settings and activity
5 results found
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1 vote
Hi Sean, thanks for sharing this idea. We understand tat giving JAX access to a larger dataset and support deeper historical analysis could improve function.
The idea is to expand JAX’s data access and processing capabilities, allowing users to ask broader questions across more historical data and gain deeper insights without needing to manually combine data in Xero.
We encourage the community to share some more use cases and how JAX could be improved.
Sean Garland
shared this idea
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123 votes
Hi everyone, thanks again for continuing to share your feedback and examples on this idea.
We’ve now done some initial discovery on this and can see the value it could provide for businesses needing assembly or bundled inventory capability in Xero.
This is something we’re interested in solving longer term, however there is a bit of complexity involved in the work and it hasn’t been roadmapped at this stage.
When we are able to get this planned in the pipeline, we’ll be sure to update you here and keep you informed on progress.
Sean Garland
supported this idea
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65 votes
We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
Sean Garland
supported this idea
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422 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Sean Garland
supported this idea
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An error occurred while saving the comment -
255 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
An error occurred while saving the comment Sean Garland
commented
This has been around since 2012, or 11 years. I don't expect that this will change.
Because of changes in how we invoice for contract items, we're going to have to move away from Xero. I've been a staunch supporter of Xero for over a decade, because A) it's not Quickbooks, and B) it had the features we wanted/needed and C) it's included in almost all web based SaaS apps integration lists. Oh and it's not Quickbooks.
But now, it seems we'll be forced to move to Quickbooks just because Xero won't entertain the idea of having "combos" or "builds" that are a single item made up of various other items/accounts so that your chart of accounts, and balance sheet/profit and loss, all make sense.
Oh well. I guess it's time to move on.
Sean Garland
supported this idea
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This is insane. We've sitting here waiting for payments, thinking the invoices went out. HUGE ISSUE XERO - Where is there statement about how to get this?
Another issue we just found is that if you "mark as sent" the "history" literally shows "Sent by {user}" - not "Marked Sent by user"
Unreal