Settings and activity
15 results found
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30 votes
Craig Brawley
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3 votesCraig Brawley
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An error occurred while saving the comment -
73 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
Craig Brawley
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8 votes
An error occurred while saving the comment Craig Brawley
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Absolutely! I'm currently sacrificing the Account Number field to put EORI numbers in, as that's the only way I can get them to appear on invoices.
Craig Brawley
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24 votes
Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
Craig Brawley
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3 votesCraig Brawley
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63 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Craig Brawley
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423 votesCraig Brawley
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319 votesCraig Brawley
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90 votes
Hi everyone, we appreciate the restrictive nature of inventory(Products and Services) atm, and our product team have plans to explore adding capability to cater for negative inventory or back order of stock recorded in Xero.
While they have a few other priorities to get through first we'll move this idea to Under review and return to share more when this work picks up.
An error occurred while saving the comment Craig Brawley
commented
Yes, please add this. It's so frustrating not being able to invoice for something before the stock is physically here and has been billed.
Small businesses rely on cashflow, and this doesn't help at all.
Craig Brawley
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58 votesCraig Brawley
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104 votesCraig Brawley
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100 votesCraig Brawley
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381 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Craig Brawley
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397 votes
Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.
We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.
We'll keep you updated of further developments here.
Craig Brawley
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Yes - also important for overseas customers where "Hi Dave" isn't an appropriate way to begin a business email, such as the cover note that goes with an invoice.