Settings and activity
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69 votes
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Magda Kulbicka
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17 votes
Hi team, we'd like to jump into this thread with an update for you all. We have made a recent update to simplify bill creation and further automation in Xero. Bill's created from email, web or mobile, will automatically apply defaults that have been pre-set in your organisation such as account codes, tax rates, and tracking categories.
We appreciate this idea has been raised in relation to eInvoicing and third-party app creation which this functionality doesn't extend to at this time, but wanted to share for those using email to bills, or uploads.
We will continue to track the interest in these other creation types and share if there are any further improvements.
Magda Kulbicka
supported this idea
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93 votes
Hi everyone, we appreciate that as eInvoicing is adopted by more regions and businesses the appetite for supporting eInvoicing across more of Xero’s features is growing.
Over the coming months our product team will be looking into updates to Xero’s repeat invoices templates and support for eInvoicing within these is something that's on our teams radar. When we get to picking this up and being able to explore this deeper, we’ll keep you updated and share if there are any opportunities to bring you into our discovery.
Magda Kulbicka
supported this idea
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136 votesMagda Kulbicka
supported this idea
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516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Magda Kulbicka
supported this idea
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475 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Magda Kulbicka
supported this idea
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780 votes
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.
Magda Kulbicka
supported this idea
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725 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Magda Kulbicka
supported this idea
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An error occurred while saving the comment Magda Kulbicka
commented
Please disable the auto-generating contact group function or at the very least do a lot more testing before implementation! It's sending emails with an incorrect recipient title because it remembers it from another invoice so the same recipient from my own team is being tagged by the name of another totally different client whose invoice he was previously copied on. Really bad look here!
Please allow us to choose e-invoicing as the default on contacts so once a contact is confirmed as receiving e-invoices, the next invoice can automatically be set to send as e-invoice!
Currently I need to refer to a list every single time to confirm who accepts e-invoices which is time consuming and annoyingly counterintuitive.