Settings and activity

44 results found

1. Invoices: Repeating Invoices - Bulk Import/Export

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   submitted  ·  112 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Cristine ten Hoopen supported this idea  ·  17 November, 2023

2. Invoices - Unapprove option

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   162 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

   Cristine ten Hoopen supported this idea  ·  17 November, 2023

3. Invoices - Keep Invoices search bar permanently open

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   3 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded
   Cristine ten Hoopen supported this idea  ·  17 November, 2023

4. Contacts - Add customer's invoice payments to Contacts

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   9 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Middleton (Admin, Xero) responded

   Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how useful it would be to see the details of the payments on the Contact activity page.

   The product team have reviewed this and it's something they would like to explore, though it isn't currently on the roadmap. This idea remains open for votes and comments, so please continue sharing your experiences here as your input helps us understand how this feature could support your workflows.

   
   

   Cristine ten Hoopen supported this idea  ·  13 November, 2023