Settings and activity
103 results found
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13 votes
Elisa Harris
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13 votesElisa Harris
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23 votes
An error occurred while saving the comment Elisa Harris
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Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
15 votesElisa Harris
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19 votes
Thanks for sharing with us here, team. We know bulk actions is important to helping you move quicker when using Xero. Our product team are working on bulk actions within Job Manager so you'll soon be able to bulk update multiple jobs at once, such as the job state, priority, start or due dates. I'll shift this across to working on it and round back to share when it's live.
Elisa Harris
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61 votes
An error occurred while saving the comment Elisa Harris
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Yes please, this would be such a help! It's extremely impractical if you have hundreds or thousands of recurring quarterly/annual jobs, and then decide the process needs to change, to have to go through each job one by one. I have had to do this in the past, and it took hours!
Not having this ability basically renders the recurring job function that much less useful, so that there's not much time saved in using it, though it has potential.
Elisa Harris
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29 votesElisa Harris
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38 votesElisa Harris
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23 votesElisa Harris
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5 votesElisa Harris
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31 votes
An error occurred while saving the comment Elisa Harris
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This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.
Elisa Harris
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17 votes
An error occurred while saving the comment Elisa Harris
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This is critical to us with the large number of client updates we do on a regular basis!
Elisa Harris
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8 votesElisa Harris
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13 votesElisa Harris
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13 votesElisa Harris
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81 votesElisa Harris
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48 votesElisa Harris
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271 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Elisa Harris
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403 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Elisa Harris
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737 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.
Elisa Harris
supported this idea
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This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.