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46 results found

  1. New Invoicing - History to include if invoice is resent

    194 votes

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    42 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Claire Annals supported this idea  · 

  2. Invoicing / Bills - Freeze top row and first column

    47 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  3. New invoicing - Auto adjust the column width when additional columns are added

    194 votes

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    24 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.

    For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.

    I'll return to let you know when we're closer to release and can share more of the changes.

    Claire Annals supported this idea  · 

  4. New Invoicing - Move Save button to bottom of invoice like classic

    190 votes

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    30 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes. 

    Claire Annals supported this idea  · 

  5. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    620 votes

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    133 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Claire Annals supported this idea  · 

  6. Allow the Why entry from reconciliations to be displayed in reports

    4 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Stephen, is there a specific report you've been running to try include this data? 

    When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to  run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂

    Claire Annals supported this idea  · 

  7. Sales invoices - Provide link to view unpaid invoices

    5 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Is there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben? 

    Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here 


    Claire Annals supported this idea  · 

  8. New invoicing - Ability to add Account Code within the invoice

    21 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Hi all, appreciate how this suggestion would make life easier 😊 This is a feature that our team are looking to improve, and they have plans to enable a quick link to go to the COA (similar to quotes today). They do hope to enable the ability to add a new account directly within the Invoices screen however there are a few other pieces of work lined up before they can tackle that.

    We'll shift to Under review and I'll keep you updated of any progress!

    Claire Annals supported this idea  · 

  9. Invoices/Bills to Pay - Stop automatically scrolling down the page

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  10. New Invoicing - Option to edit 'Attention' field in customer address

    90 votes

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    26 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.

    We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.

    We'll keep you up to date with progress of this through the idea here.

    Claire Annals supported this idea  · 

  11. Invoicing - Longer Reference field

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  12. New Invoicing - Retain Invoice Number when leaving the entry screen

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  13. New Invoicing - Alert if the contact has available credit

    101 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  14. Invoices and Bills - Use cursor keys instead of mouse or tab

    9 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  15. New Invoicing - Separate Email button, instead of a 2-click selection

    89 votes

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    submitted  ·  13 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  16. Purchase Orders - Option to part-receive

    65 votes

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    13 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  17. Tracking - Ability to bulk Archive categories

    108 votes

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    submitted  ·  49 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  18. Invoices - Option to convert to bill

    68 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 

  19. New Invoicing - Remember default settings

    352 votes

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    26 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

    Claire Annals supported this idea  · 

  20. Bills - Purchase order number field on bill

    112 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Annals supported this idea  · 
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