Settings and activity
104 results found
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462 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.
An error occurred while saving the comment 
Elisa Harris
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84 votesElisa Harris
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602 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Elisa Harris
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75 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Elisa Harris
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38 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
An error occurred while saving the comment Elisa Harris
commented
Please make it possible to further categorise our reports under different headings (similiar to notes under a client, where you can make your own headings/folders for them to fall under). When you have hundreds of reports created over the months or years, it helps to be able to categorise them, for example, into 'Single Use Only' (reports for a specific task, not likely to need again, but no point in deleting them), 'Payroll,' 'Managers Reports' or 'Partners Reports' (how else can I keep track of what reports to add to a staff member when they first start, when there are hundreds of options of what they might need in their new position).
Elisa Harris
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45 votes
An error occurred while saving the comment Elisa Harris
commented
Definitely - seems silly to be able to move one but not the other
Elisa Harris
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56 votesElisa Harris
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23 votes
Hi Vanish, to confirm what you're asking here - Are you saying you'd like the ability to print a tax return excluding bank details and date of birth?
Elisa Harris
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121 votesElisa Harris
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28 votes
An error occurred while saving the comment Elisa Harris
commented
Further to Janet's comment, not only is it highly unprofessional, but also highly inefficient. Defeats the purpose of the quick and easy cover letter if you have to PDF edit every time you download. Leaves a wide margin for error.
Elisa Harris
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158 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
An error occurred while saving the comment Elisa Harris
commented
Yes, this is important to us. We had this in our last software, Handi, and it really helped in speaking to a client to be aware of what age bracket they fall into, whether they are the father or son in a relationship (if they have the same name), whether they are still a minor or have now become an adult etc without having to do the math calculations. I can't tell you how helpful I found this function in our old system, and how much I miss it already in XPM. I assure you it can be very important for tax purposes, where so much is dependent on a client's age!
Thanks!Elisa Harris
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3 votesElisa Harris
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18 votesElisa Harris
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11 votesElisa Harris
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19 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Elisa Harris
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28 votesElisa Harris
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31 votesElisa Harris
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4 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely critical...can we have this for AU tax as well? We have found that the cover letters are so much of a time saver in certain instances - but if their capabilities were expanded we could do so much more!
Elisa Harris
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29 votesElisa Harris
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3 votesElisa Harris
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Agree - so much more cumbersome now. I have no problem with things being updated and refreshed, but not at the expense of crucial features...why would we remove functions? I would think progress means adding functionality, not deleting.