Settings and activity

13 results found

1. Xero Expenses - Option to Approve and View Next

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Darryn Ferris supported this idea  ·  15 January, 2025

2. Repeating Invoices - Day/Date placeholder option

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   submitted  ·  34 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Darryn Ferris commented  ·  15 January, 2025  ·  Edit…  ·  delete…

   For sometings so critical, this has been outstanding for so long. Very easy to add a placeholder field for a date into the invoice template

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   Darryn Ferris commented  ·  29 July, 2024  ·  Edit…  ·  delete…

   Can we please get an update on this feature improvement. This would be a very simple addition, but make a huge improvement in administrative processing time and effort.

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   Darryn Ferris supported this idea  ·  25 March, 2024
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   Darryn Ferris commented  ·  25 March, 2024  ·  Edit…  ·  delete…

   This has a hugh impact on repeating invoices that we process on a daily basis. It should be quite simple to add another placeholder option to represent the Day. We already have the month and year as options. Or alternative a date option that would reflect "25th March 2024", would also work for our organisation. Having been in the IT arena for the last 40 years, this is not a complicated ask to deliver.

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3. Invoices/Bills - Separate field for posting date and invoice date

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   76 comments  ·  For small businesses » Business 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 interest which has all been shared with and reviewed by the product team.

   While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.

   With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.

   As always, if there's any change we will let you know via this idea.

   Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.

   While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.

   With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.

   As always, if there's any change we will… more

   Darryn Ferris supported this idea  ·  15 January, 2025

4. New Invoicing - Approve and view next in sequential order

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   28 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Darryn Ferris supported this idea  ·  15 January, 2025

5. Invoices - Add placeholders to invoices

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Darryn Ferris supported this idea  ·  29 July, 2024

6. Repeating Invoices: Pause and resume repeating invoices

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   submitted  ·  13 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Darryn Ferris supported this idea  ·  29 July, 2024

7. Repeating invoices - Daily repeating option

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Darryn Ferris supported this idea  ·  29 July, 2024

8. Repeating Invoices - Copy option

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Darryn Ferris supported this idea  ·  25 March, 2024

9. New Invoicing - Type the date manually, without / delimiters

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

   Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.

   Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.

   Darryn Ferris supported this idea  ·  25 March, 2024

10. Invoice / Bill - Copy to a Credit Note

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

    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

    Darryn Ferris supported this idea  ·  25 March, 2024

11. Invoices - Option to convert to bill

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Darryn Ferris supported this idea  ·  25 March, 2024

12. New Invoicing - Remember default settings

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

    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send me a copy' are based on the last email you sent. This uses settings stored in your web browser - for example, if you often change computers, or clear your browsers cache this will revert back to the default of the options being 'unchecked'.
    We do have plans for looking deeper into possible default controls, however this will come later once we've got everyone across to the new invoicing experience. We'll keep you updated of any further progress for this here.

    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send… more

    Darryn Ferris supported this idea  ·  25 March, 2024

13. New Invoicing - Reduce number of steps and clicks

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

    Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

    We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

    Thanks for staying engaged with us on changes that’ll help you through the idea here.

    To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

    This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

    We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

    Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

    We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

    Thanks for staying engaged with us on changes that’ll help you through the idea here.

    To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… more

    Darryn Ferris supported this idea  ·  25 March, 2024