Settings and activity
28 results found
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7 votes
Derek Middleton
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8 votesDerek Middleton
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64 votes
Hi everyone, we want to say thank you to everyone that's shared back on their experience with our beta for sending invoices via SMS.
We've had great results and are moving forward to release this to all users in Australia, as a start.
Those that have been trialing this for us in Australia will lose access for a short period of time, however I'll be back to share once it's available to everyone in AU 🙂
Derek Middleton
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23 votes
Hi everyone, we really appreciate those that have been testing and sharing back on their experience with our beta for sending invoices via SMS. We've had great results and are moving forward to release this to all users in Australia to begin.
As we roll this out this'll mean those that have been trialing this for us will lose access for a short period of time, but I'll round back to confirm once it's been released to everyone in AU 😊Thanks!
Derek Middleton
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3 votesDerek Middleton
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4 votesDerek Middleton
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5 votesDerek Middleton
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5 votesDerek Middleton
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33 votesDerek Middleton
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48 votesDerek Middleton
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95 votes
An error occurred while saving the comment Derek Middleton
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7 votesDerek Middleton
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31 votesDerek Middleton
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18 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
Derek Middleton
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26 votes
Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
Derek Middleton
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5 votesDerek Middleton
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22 votesDerek Middleton
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4 votesDerek Middleton
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33 votesDerek Middleton
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7 votesDerek Middleton
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This suggestion have been helpful, but I beleive Xero should handle the Month & Year combination. Lets say I invoice on 20th December 2024, and the Reference in my Invoice needs to say "Software Subscriptions for January 2025".
I can't really use "Software Subscriptions for [Month+1] [Year]"
as 20/12/2024 would be "Software Subscriptions for January 2024"
It is important that I have the correct month and year in my Reference and in the Email cover letter.