Settings and activity
10 results found
-
17 votes
David O'Shea
supported this idea
·
-
15 votesDavid O'Shea
supported this idea
·
-
18 votesDavid O'Shea
supported this idea
·
-
755 votes
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…
David O'Shea
supported this idea
·
-
31 votesDavid O'Shea
supported this idea
·
-
20 votesDavid O'Shea
supported this idea
·
-
15 votesDavid O'Shea
supported this idea
·
-
30 votesDavid O'Shea
supported this idea
·
-
87 votes
Hi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
An error occurred while saving the comment David O'Shea
supported this idea
·
-
440 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
David O'Shea
supported this idea
·
This is absolutely essential for a lot of our clients. In a previous thread about attaching files to the new invoicing system, this was brought up. That thread has now been closed and marked as resolved. It is not resolved.
Please fix this before the enforced move across to new invoicing otherwise you are forcing me to move my practice to a different provider.