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10 results found

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

    16 votes

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    submitted  ·  3 comments  ·  Contacts & files » Files  ·  Admin →
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    David O'Shea supported this idea  · 

  2. Xero Files: File upload notifications for administrators

    10 votes

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

  3. Send invoice - Drop down to select email address

    16 votes

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    submitted  ·  4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    David O'Shea supported this idea  · 

  4. Sales Invoices - Automatic Invoicing Date options

    13 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  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

    31 votes

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

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

    19 votes

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

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

    13 votes

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

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

    24 votes

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    submitted  ·  10 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    David O'Shea supported this idea  · 

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

    71 votes

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

    Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.

    There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.

    We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.

    Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.

    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  · 

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

    424 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  ·