Settings and activity

9 results found

1. New Invoicing - Reduce number of steps and clicks

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   229 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

   Paul de Vere supported this idea  ·  26 August, 2024

2. Email Settings - Ability to have separate reply-to email address

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   submitted  ·  75 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Paul de Vere commented  ·  01 May, 2024  ·  Edit…  ·  delete…

   Yes we would support having separate reply email address that are easiily used in the processes.

   Save Submitting...

3. User Role - Invoice Only + View Reports

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   submitted  ·  61 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Paul de Vere supported this idea  ·  15 March, 2024

4. User Permission - Separate approver roles for both Invoices and Bills

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   submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Paul de Vere supported this idea  ·  15 March, 2024

5. Reports - Accounts display in GL account number order on reports

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   20 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in? 

   Paul de Vere supported this idea  ·  15 March, 2024

6. Reporting - Automatic generation and emailing of reports

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   171 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

   We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

   Paul de Vere supported this idea  ·  15 March, 2024

7. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

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   submitted  ·  19 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Paul de Vere supported this idea  ·  15 March, 2024

8. User role - Read Only access to reports only

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   submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Paul de Vere supported this idea  ·  15 March, 2024

9. Xero Files - Ability for Read Only users to access Xero Files

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   submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Paul de Vere supported this idea  ·  15 March, 2024