Settings and activity
11 results found
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5 votes
An error occurred while saving the comment -
4 votesEmily McRorie supported this idea ·
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10 votes
Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
Emily McRorie supported this idea · -
10 votesEmily McRorie supported this idea ·
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35 votes
Hi everyone, we wanted to let you know about a new update to the navigation help menu that's in the process of rolling out in Xero.
We're introducing an AI generated answer field to the content search results in the existing help box within Xero blue, HQ and Xero Me. When you search or ask a question in this box you'll receive an AI generated answer based on Xero Central support content that's displayed above the regular search results.
Introducing generative AI to our navigation help menu will help to improve the results returned by the search function, saving you time especially if you're just getting started in Xero, or doing a task you don't do often.
We aim to have this to all users over the next week, and I'll round back to confirm when available to 100%.
Emily McRorie supported this idea · -
99 votesEmily McRorie supported this idea ·
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70 votes
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.
Emily McRorie supported this idea · -
2 votes
An error occurred while saving the comment Emily McRorie commentedYes, I agree this is important. My invoices look misaligned and there's nothing I can do within the standard templates to fix it.
The customer address always sits in further from the margin than all the other information. Making the padding 0 does not help. It would be good if the product team can adjust the layout so it looks neat and all in line.Emily McRorie supported this idea · -
127 votes
An error occurred while saving the comment Emily McRorie commentedAgree with all on this fix.
We operate with 2 business names, and it looks silly when invoices are expected to come from one name, and the other name appears at the top of the invoice email with the other name.Emily McRorie supported this idea · -
184 votesEmily McRorie supported this idea ·
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357 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Emily McRorie supported this idea ·An error occurred while saving the comment Emily McRorie commentedAdd in the description field without a monetary value.
It would be good if we can add a description to the invoice without putting in a monetary value within that row.
Sometimes we have jobs where we describe the work done in the description field (which we could do in old invoicing) and want no $$ there within that row, and then add the $$$ rows underneath.
If I do this, the invoice appears with 0.00 in the description row which looks messy.
We set up and use a branding theme 'online payment' when clients select to pay with credit card via paypal. This will be sent as "Review and Pay". But if I use just our standard theme, it will be sent as just "View Invoice"
This can be edited in 'Edit Branding Theme' under the Payment Services dropdown menu.