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9 results found

  1. Xero Files: Simple email address for email to files

    18 votes

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    submitted  ·  4 comments  ·  Contacts & files » Files  ·  Admin →
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    David O'Shea supported this idea  · 

  2. Xero Files: File upload notifications for administrators

    19 votes

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    submitted  ·  6 comments  ·  Contacts & files » Files  ·  Admin →
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    David O'Shea supported this idea  · 

  3. Send invoice - Drop down to select email address

    18 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    David O'Shea supported this idea  · 

  4. New invoicing - View in files library when uploading and option to return to library

    31 votes

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    submitted  ·  16 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    David O'Shea supported this idea  · 

  5. Files - Drag & drop a file to attach to a transaction

    20 votes

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    submitted  ·  2 comments  ·  Contacts & files » Files  ·  Admin →
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    David O'Shea supported this idea  · 

  6. Bank Reconciliation - Upload files within the "Match" option

    15 votes

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    5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    David O'Shea supported this idea  · 

  7. Bank Reconciliation - Make Files button available without clicking 'Add details'

    30 votes

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    submitted  ·  15 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    David O'Shea supported this idea  · 

  8. Invoicing | Files - Ability to attach files before adding contact

    89 votes

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    42 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 commented  · 

    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.

    David O'Shea supported this idea  · 

  9. Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    444 votes

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    208 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  ·