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94 results found

  1. New invoicing - View full list of inventory items

    16 votes

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    6 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for sharing and showing your interest on the idea, here. Atm our product team are doing some work to improve the line item grid and as part of this the item field will also see some improvement. Once the changes are released for the edit page you'll be able to view more items for each drop down option in the grid.

    I'll keep you updated of the release for this here.

    Olga O'Keefe supported this idea  · 

  2. New Invoicing - Allow blank lines to make groups of invoice lines

    38 votes

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    11 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.

    Olga O'Keefe supported this idea  · 

  3. New invoicing - Option to leave date field blank like classic invoicing

    25 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  4. New invoicing - Searching items by start of field

    10 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  5. New invoicing - Print packing slip in one click

    13 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  6. Invoicing - Include PDF attachment when emailing invoice

    42 votes

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    6 comments  ·  For small businesses » Business features  ·  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…

    Olga O'Keefe supported this idea  · 

  7. New invoicing - Assign next number in sequence when number removed

    28 votes

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    submitted  ·  13 comments  ·  For small businesses  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  8. Email - Ability to cc and bcc sent emails

    54 votes

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    5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing. 

    With this new side-by-side view you'll find you can also CC and BCC other emails 🎉

    While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!

    Olga O'Keefe supported this idea  · 

  9. Files - Add New Sales Invoice

    28 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  10. New Invoicing | Send - Placeholder for reference

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  11. New Invoicing - Remove the zeros from the amount field

    7 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  12. New Invoicing - Add Expected Invoice Payment Date within Invoice

    8 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  13. New Invoicing - Option to edit 'Attention' field in customer address

    61 votes

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    17 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.

    We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.

    We'll keep you up to date with progress of this through the idea here.

    Olga O'Keefe supported this idea  · 

  14. New Invoicing - Separate Email button, instead of a 2-click selection

    77 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  15. New Invoicing - Alert if the contact has available credit

    86 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  16. New invoicing - When sending show organisation's trading name at top of invoice

    123 votes

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    submitted  ·  37 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  17. New Invoicing - Reset to Default Due Date option

    143 votes

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    27 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.

    Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.

    Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.

    When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…

    Olga O'Keefe supported this idea  · 

  18. Batch payments - Ability to include credit notes

    700 votes

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    submitted  ·  74 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  19. Navigation - Freeze or make sticky to save scrolling

    127 votes

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    30 comments  ·  For small businesses » Business features  ·  Admin →
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    Olga O'Keefe supported this idea  · 

  20. New Invoicing - Add new Tracking option

    259 votes

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    61 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for your on-going input and attention to the idea here, everyone.

    We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.

    I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.

    For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.

    Olga O'Keefe supported this idea  · 
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