Settings and activity
14 results found
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753 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Diane Mathers
supported this idea
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70 votes
Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.
To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.
JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.
However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can…
Diane Mathers
supported this idea
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9 votes
An error occurred while saving the comment An error occurred while saving the comment Diane Mathers
commented
We have a deposit each day from the credit card provider, for which I have set up a bank rule to split the income into all the respective divisions of the company. The rule is set up with $1.00 for each line, and we need to edit the lines for the correct income amount each day.
It would be very helpful if there was the ability to use the down arrow on a screen column to go down the page and change the amounts. Currently, the mouse has to be used to select the field on the next line down, it's tedious moving back and forth between the mouse and the keyboard.Diane Mathers
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9 votesDiane Mathers
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An error occurred while saving the comment Diane Mathers
commented
This is the most rubbish and useless report in Xero. If I spend time reconciling it one month, there is no option to save it. It's like groundhog day.....
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87 votesDiane Mathers
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197 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Diane Mathers
commented
This is ridiculous, and to say it's not on the current roadmap even? How many complaints are required before Xero listens? There are many many businesses such as XYZ Pty Ltd who operate under a different business name, this is a commercial reality. Just implement a tick box on the email template.
Diane Mathers
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139 votesDiane Mathers
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122 votesDiane Mathers
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593 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
An error occurred while saving the comment Diane Mathers
commented
This creates a continuing mess, and is already available as a 2 or 3 step process, so does not save much time. Particularly if they still need to be "fake unapproved" individually.
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451 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Diane Mathers
supported this idea
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1,271 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Diane Mathers
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23 votesDiane Mathers
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14 votesDiane Mathers
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644 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Diane Mathers
supported this idea
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Ability to use up and down keys to move about an invoice, not just the tab or enter key.
If I copy over a multi line invoice and just need to change quantities it's painful to have to use the mouse to click on each row. Being able to use the down arrow to move through a column of numbers would be very time saving.