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  1. 1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Justine Lustig shared this idea  · 
  2. 1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Justine Lustig shared this idea  · 
  3. 3 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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    Justine Lustig commented  · 

    YES! I really need this feature. It is very frustrating to get logged out continuously and have to log back in - even for the workflow, having to wait 5-10 seconds for it to log back in is annoying, but it's incredibly frustrating when you get logged out in the middle of invoicing.
    Very much need to see this feature added. Don't log me out until I CHOOSE to log out!!

    Justine Lustig supported this idea  · 
  4. 4 votes

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    Thanks for taking the time to share this suggestion Justine.

    I can certainly see how having those specific notes visible right alongside the transaction feed would improve efficiency and make sure key information isn't missed.

    While this isn't in our immediate plans to make changes in this area, this idea is open for support from other community members, and we'll keep a close eye on the interest here.

    You may also wish to vote on and share your thoughts on some similar ideas regarding how notes are viewed in Contacts:

    Contact List - Viewing notes from the Contact List

    Contacts - View all transactions history & notes from contact record

    Justine Lustig shared this idea  · 
  5. 15 votes

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    Justine Lustig supported this idea  · 
  6. 251 votes

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    Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

    Justine Lustig supported this idea  · 
  7. 347 votes

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    Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

    For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

    In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

    You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

    Justine Lustig supported this idea  · 
  8. 560 votes

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    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
    Justine Lustig supported this idea  · 
  9. 701 votes

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    Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂

    In early stages right now, but I'll share more news as this progresses. Thanks!

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    Justine Lustig commented  · 

    YES! I need this! I don't have any recurring invoices that are exactly the same, so I can't use that feature. But I have about 30 invoices that I need to send on the last day of the month. I would love to be able to create these invoices ahead of time and schedule them to send on the last day, instead of having to work on a Saturday or whatever it ends up being.

    Justine Lustig supported this idea  ·