Settings and activity
13 results found
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30 votes
Zack Lovatt
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26 votesZack Lovatt
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7 votesZack Lovatt
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82 votes
Hi everyone, we thank you for your contributions and valuable feedback through this idea.
We've now released a new Invoice Template editor that'll eventually replace the older standard branding. This is a feature we're continuing to develop, and intend to expand to other document types in time (including statements).
Our product team are already starting to look into support for statements in the new editor and plans are to use the Long Reference as I know some of the feedback here has requested.
Being upfront here, we don't have any plans to enhance docx templates to enable adding the invoice links, however we plan to support majority of our customers needs in customising documents with the new editor long term.
Zack Lovatt
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26 votes
Hi community we appreciate your feedback on the limitations of branding within Xero right now. While we are looking into improvements to branding and simplifying how customers customise their invoices, we don't have any plans at this stage to increase the # of branding templates that can be set up in the short term.
In consideration of those in the discussion who's workflow consists of creation of recipient created tax invoice, Xero does not currently have a feature to directly support these transaction types, however we have an idea specifically for this that you may be interested in adding your support to. This is not something we have plans for right now, but we are watching the feedback for this and will share if there's any updates, there.
Zack Lovatt
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324 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
Zack Lovatt
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73 votesZack Lovatt
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523 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Zack Lovatt
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483 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
Zack Lovatt
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136 votesZack Lovatt
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46 votes
An error occurred while saving the comment Zack Lovatt
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33 votesZack Lovatt
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7 votes
Hi team, while this isn't a feature we have in our plans right now, we're keen to continue monitoring the interest for this through this idea.
We will keep our eye on it, here.
Zack Lovatt
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+1