Settings and activity

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1. Homepage - Widget of running total for GST

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   1 comment  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.

   Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.

   Leah Stewart supported this idea  ·  16 January, 2026

2. Sales Invoicing/Files - Enable Seamless Attachment of Files Inbox Documents to Sales Invoices

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   123 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  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 settings at which point the next invoice will revert to this option being deselected.

   We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.

   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… more

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   Leah Stewart commented  ·  16 January, 2024  ·  Edit…  ·  delete…

   Would be very helpful to have this feature so that you can add T&C documents to all quotes and invoices.

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   Leah Stewart supported this idea  ·  16 January, 2024