Settings and activity
31 results found
-
176 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
Jacqualyn Beer
supported this idea
·
-
25 votes
Hi team, I'd like to confirm that the ability to send invoices via SMS is now released to all AU users that have connected Stripe.
We're beginning to look at expanding this feature to other regions, and next up with be the US.
Stay tuned for more updates on this here 😊
While sending via SMS is available within individual invoices atm, it is not possible to automate this with invoice reminders yet. If you're interested in this we have a slightly different idea you may like to join and follow across here.
An error occurred while saving the comment -
268 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
An error occurred while saving the comment Jacqualyn Beer
commented
Absolutely, this is a nightmare now as it looks like certain invoices have changed dramatically but they have just been sent.
Knowing who they have been sent to is extremely important as well.
If i have only sent it to the rep and not the accounts department I need to know.Jacqualyn Beer
supported this idea
·
-
153 votes
An error occurred while saving the comment Jacqualyn Beer
commented
It would be great for when quotes get set up as one person (a real estate agent or a rep) but the invoice has to be sent to a head office or government agency, after being checked by the original person/rep, before you can get paid.
Having a note pop up or an icon that indicates you have notes so you can check before sending and no delay in payment.
Would also be great to have a notes icon, when searching in contacts.
Jacqualyn Beer
supported this idea
·
An error occurred while saving the comment Jacqualyn Beer
commented
This would be great if you could allocate to quotes and Invoices.
If not a pop up / sticky note that is obvious then for it to highlight a quote, invoice or contact when you search or just look at the list so you know to check the notes section. -
65 votes
Hi everyone, sending invoices via SMS is now available to all Australian users that have connected Stripe. With great uptake we're now looking to extend this feature, and the next region SMS will be launched to is the US. I'll keep you updated on it's release here. We'll continue working toward making this feature available to more users so any news of other regions will also be shared through this idea.
Just to confirm for everyone here - It's not currently possible to set up send SMS for invoice reminders, to send an invoice via SMS you'll need to open each invoice and select this option from the 3 dot option menu in the top right of the invoice. Developing a more automated means may be something we look to do over time but isn't in the plans just yet.
An error occurred while saving the comment Jacqualyn Beer
commented
We would be interested in participating in the pilot Kelly.
Jacqualyn Beer
supported this idea
·
-
45 votesJacqualyn Beer
supported this idea
·
-
17 votesJacqualyn Beer
supported this idea
·
-
7 votesJacqualyn Beer
supported this idea
·
-
199 votesJacqualyn Beer
supported this idea
·
-
46 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
Jacqualyn Beer
supported this idea
·
-
10 votesJacqualyn Beer
supported this idea
·
-
32 votes
Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
Jacqualyn Beer
supported this idea
·
-
153 votesJacqualyn Beer
supported this idea
·
-
62 votesJacqualyn Beer
supported this idea
·
-
31 votesJacqualyn Beer
supported this idea
·
-
86 votes
Appreciate the interest through the idea, but want to be open that we don't have any development planned for adding reminders or notification of an employees birth date atm.
I see there are some supporters from NZ and UK in the idea here and wanted to point you across to these specific ideas for each region that I'd encourage adding your support for - Each version of Xero Payroll has been developed specifically for the that regions tax and reporting obligations and this would need to be developed for each version separately. Thanks
Jacqualyn Beer
supported this idea
·
-
165 votesJacqualyn Beer
supported this idea
·
-
99 votesJacqualyn Beer
supported this idea
·
-
18 votesJacqualyn Beer
supported this idea
·
-
23 votesJacqualyn Beer
supported this idea
·
We had this option pop up in one business, but it didn't give me the option to send an SMS it was ONLY going to send an SMS.
I still want the option to email customers.