Settings and activity
46 results found
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1 vote
Kevin Storm
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21 votesKevin Storm
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43 votesKevin Storm
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12 votes
An error occurred while saving the comment Kevin Storm
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7 votes
Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
An error occurred while saving the comment Kevin Storm
commented
When bulk approving invoices, they then get "lost" in the list of unpaid ones. If they can be approved and emailed individually from within the invoices themselves, why can't this be done from the draft or awaiting approval tabs using the tickboxes on the lefthand side?
Kevin Storm
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189 votes
An error occurred while saving the comment Kevin Storm
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It seems that when repeating invoices and bills are set up, there's no way of generating a report that shows the details of their contents prior to them being created as either draft or approved. Reports can only be produced once the invoices and bills are actually created. Therefore, when many of these are created there's no concise way of reviewing them and making appropriate changes before the draft entries are created. Therefore, if changes are discovered to be necessary after they're created, they have to be done twice - once on the new invoice/bill just created and once on the repeating transaction that will be used for future creations.
We've just had to edit all of our repeating bills for annual price changes, etc., but have no way of easily reviewing that we've got them right before the draft entries are created.
Kevin Storm
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3 votesKevin Storm
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167 votesKevin Storm
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198 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
Kevin Storm
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36 votesKevin Storm
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16 votes
An error occurred while saving the comment Kevin Storm
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This also needs to be actioned for repeating bills.
Kevin Storm
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6 votesKevin Storm
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196 votesKevin Storm
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63 votesKevin Storm
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19 votesKevin Storm
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5 votesKevin Storm
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146 votes
An error occurred while saving the comment Kevin Storm
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And repeating bills as well. We are self-billing and have approx. 180 repeating bills per month to allocate to projects.
An error occurred while saving the comment Kevin Storm
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It's also critical to us that bills and costs can be assigned to projects via Hubdoc.
Kevin Storm
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An error occurred while saving the comment Kevin Storm
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Not only do we need this for invoices, but also for repeating bills please!!
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176 votes
An error occurred while saving the comment Kevin Storm
commented
This feature also needs adding to repeating bills. We have approx. 180 monthly repeating bills set up as we are a self-billing organisation. They're all set up to be generated on the 20th of the month.
However, because of Christmas, we have to do our processing a week early. We are having to manually go into each one, change the posting date and then change it back again for January.
Kevin Storm
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70 votesKevin Storm
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39 votesKevin Storm
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The fact that costs that are set up within Products and Services come into Projects as a "% Mark-up" item, even when they've been set as "Non-Chargeable", means that errors can easily be made in then changing the "what you'll charge" dropdown, marking things as non-chargeable when they are chargeable. If we find errors in this (and there are several monthly) we therefore have to delete the original draft invoice and replace it with one that has all the chargeable tasks and expenses on it, rather than just adding the additional item(s) to the invoice already created.