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12 results found

  1. Xero Files: File upload notifications for administrators

    7 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers  ·  Admin →
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    David O'Shea supported this idea  · 

  2. New Invoicing -Option to Add Multiple New Lines at once (5, 10, 15 or 20)

    8 votes

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

  3. New invoicing | Send - Find email

    7 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    David O'Shea supported this idea  · 

  4. Sales Invoices - Automatic Invoicing Date options

    11 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    David O'Shea supported this idea  · 

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

    15 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    David O'Shea supported this idea  · 

  6. Bills - Auto-populate fields when Files is used to create the bill

    22 votes

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

    Hi everyone, we're pleased to share that we have some work underway atm that will provide what you'd like to see here. Right now, along with work for managing duplicate bills, and providing a quick view of bills we're developing a bills upload feature where you'll be able to upload or drag & drop a file from your device to create a bill in your Xero organisation. You can read more of the detail on our blog and I'll round back to share once this is released for you all.

    David O'Shea supported this idea  · 

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

    16 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    David O'Shea supported this idea  · 

  8. New Invoicing | Files - Drag & drop anywhere on the page

    440 votes

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

    Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.

    Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.

    This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.

    David O'Shea supported this idea  · 

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

    9 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David O'Shea supported this idea  · 

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

    14 votes

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

  11. Files - Add New Sales Invoice

    38 votes

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    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
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    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  · 

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

    343 votes

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

    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

    David O'Shea supported this idea  ·