Settings and activity
4 results found
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40 votes
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Kristen Vanderpool
supported this idea
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200 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Kristen Vanderpool
supported this idea
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277 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
An error occurred while saving the comment Kristen Vanderpool
commented
100% agree; everywhere else in the software you can just drag your backup onto the screen to attach it. But in invoicing we have to scroll to the bottom and then hit an extra box? This is extremely inefficient and tedious.
Kristen Vanderpool
supported this idea
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273 votes
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…An error occurred while saving the comment Kristen Vanderpool
commented
Absolutely! I truly dislike that on the invoicing layout I have to constantly remove "project" from the invoicing. WE NEVER use this module. And it's in every single invoice. There is no place to even change the default.
Kristen Vanderpool
supported this idea
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Completely agree with others in this thread. We sell to large companies that may have multiple sales people and contacts for different projects...not the same ones every time. Xero wants to send every reminder to *only* the specific contacts setup in the company. Which means I have to add every person to the contact that might even remotely be related to a single invoice. Even if they had nothing to do with it. All because we can't customize on an invoice to invoice basis.