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5 results found
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1,294 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
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Joanne Ferguson
commented
The ability to add multiple contacts with their own contact details is really really important as is the ability to have specific email addresses for sending invoices, statements, and remittances as these are quite often different within a contact.
Joanne Ferguson
supported this idea
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303 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…
Joanne Ferguson
supported this idea
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1,182 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Joanne Ferguson
supported this idea
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97 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
An error occurred while saving the comment Joanne Ferguson
commented
Column Widths in Reports and On-screen displays
It would be extremely useful to be able to change the column widths of both on-screen displays and reports.
Reports can be exported to excel to customise but this is extremely time consuming and exporting to pdf makes for longer than necessary reports (more pages). My contact name and item code fields are generally much longer than than the column width you seem to think appropriate and can take up 3 or 4 lines when in pdf format or on screen (all screens: invoices, bills, po's contacts etc etc).
Joanne Ferguson
supported this idea
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13 votes
Hey team, appreciate the support in this idea. We understand that you'd like to have a current column to to be able to view customers with a nil balance.
Being transparent, this isn't in our plans for the immediate future, but we'll continue to keep our eyes on the support for this idea here. Thanks
Joanne Ferguson
supported this idea
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PS the new layout of contacts is not very user friendly or pleasant to use. Too many screens, too spread out, not helpful.