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50 results found

  1. New invoicing - Add lines button

    428 votes

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

    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

    Carol Estava supported this idea  · 

  2. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    620 votes

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

    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. 

    Carol Estava supported this idea  · 

  3. Practice Manager - Dashboard for client bank feed status

    90 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carol Estava supported this idea  · 

  4. XPM - Replace the fax number field with mobile phone number

    64 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carol Estava supported this idea  · 

  5. XPM - Lock timesheets when a draft final invoice has been prepared.

    40 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carol Estava supported this idea  · 

  6. Practice Manager - Audit trail for client history

    234 votes

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    submitted  ·  25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carol Estava supported this idea  · 

  7. Bank feeds - Retain the payment link for Kiwibank & ASB

    36 votes

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    10 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Carol Estava commented  · 

    Seems the new way forward for Xero!!!
    They keep removing access and features that we have relied on!
    I am researching other platforms for my 30+ clients.

    Carol Estava supported this idea  · 

  8. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    247 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Carol Estava commented  · 

    It would be SO useful to be able to add a pdf of the bank statement to the published report!

    At the moment, when I am preparing a year end for the accounts staff, I have to send a pdf copy of the statement and I am certain it could easily be added on the reconciliation report screen to negate this.

    Carol Estava supported this idea  · 

  9. Practice Report - Add Bank Statements

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Carol Estava supported this idea  · 

  10. Bank statement PDF

    6 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Carol Estava supported this idea  · 
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