Settings and activity
70 results found
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403 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Carol Estava
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737 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.
Carol Estava
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92 votesCarol Estava
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66 votesCarol Estava
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46 votesCarol Estava
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271 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Carol Estava
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36 votes
An error occurred while saving the comment Carol Estava
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253 votes
An error occurred while saving the comment 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
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3 votesCarol Estava
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9 votesCarol Estava
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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.