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5 results found

  1. Email Settings - Specify date/time to send transactions

    719 votes

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    292 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.

    We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!

    You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊

    We're really keen to hear your feedback.

    We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…

    Dawn Hatch (MATAX) supported this idea  · 

  2. Customer Statements - Use Contact default to apply template

    34 votes

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    submitted  ·  13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Dawn Hatch (MATAX) supported this idea  · 

  3. Purchase Orders - Option to part-receive

    130 votes

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    35 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, development for being able to partially bill / part receive purchase orders is well underway. The intention is when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill.

    On your Approved purchase order you'll also be able to view amount of items Billed.

    We look forward to updating you again as soon as this feature launches. 😁

    Dawn Hatch (MATAX) supported this idea  · 

  4. Auto Bank Rec | Statistics - Automation over time

    52 votes

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    2 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Dawn Hatch (MATAX) supported this idea  · 

  5. Account Transactions report - Include project column

    105 votes

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    submitted  ·  49 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Dawn Hatch (MATAX) commented  · 

    This is a 100% must have.

    In order for the module to be audited meaningfully, we must be able to see what items/expenses/transactions have NOT been attributed to a Project.

    Dawn Hatch (MATAX) supported this idea  ·