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12 results found

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

    9 votes

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

  2. Xero Files: File upload notifications for administrators

    8 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers  ·  Admin →
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    David O'Shea supported this idea  · 

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

    9 votes

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

  4. 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  · 

  5. 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  · 

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

    23 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    David O'Shea supported this idea  · 

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

    23 votes

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    8 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  · 

  8. 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  · 

  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'

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

    51 votes

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    submitted  ·  25 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

    367 votes

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

    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

    …

    David O'Shea supported this idea  ·