Settings and activity

6 results found

1. Invoicing - Include PDF attachment when emailing invoice

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   8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

   So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

   What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

   We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research and testing around this flow - finding that businesses that have a payment service attached are likely to get paid faster, along with this taking customers directly to the payment screen has increased the rate at which businesses receive payment.

   While it's only shown for some users that have payment services set up at present, we're looking to roll this change out wider to all invoices. We know it can take a bit of getting used to the change but believe that many people will quickly grow familiar with this.

   Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

   So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

   What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

   We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research… more

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   Rose Zerella commented  ·  16 January, 2025  ·  Edit…  ·  delete…

   Isn’t Xero here to try and make life easier? why can’t we forward PDFs directly to files from our emails. It doesn’t like it unless you remove all the content inside the body of the email and solely send the pdf to files

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   Rose Zerella supported this idea  ·  16 January, 2025

2. Xero HQ - Staff Audit Log

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Rose Zerella supported this idea  ·  12 November, 2024

3. Xero Tax(AU) - Audit Trail for changes to a tax return

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Rose Zerella supported this idea  ·  12 November, 2024

4. Practice Manager - Audit trail for client history

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   33 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

   As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

   History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

   Rose Zerella supported this idea  ·  12 November, 2024

5. XPM - Report audit trail

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   submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Rose Zerella supported this idea  ·  12 November, 2024

6. Find & recode - Export or Print

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   4 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Rose Zerella supported this idea  ·  01 November, 2023