Settings and activity
14 results found
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3 votes
Amanda Saunders
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2 votesAmanda Saunders
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44 votesAmanda Saunders
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81 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
An error occurred while saving the comment Amanda Saunders
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This would make the Xero Network functionality much better! I don't currently use it for my clients with related entities because it is more work to download the bill and send, then go attach in the other entity when you are approving. It is easier to print to PDF and upload to Dext for the other entity
Amanda Saunders
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184 votesAmanda Saunders
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540 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.Amanda Saunders
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693 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Amanda Saunders
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690 votesAmanda Saunders
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1,285 votesAmanda Saunders
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13 votesAmanda Saunders
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7 votesAmanda Saunders
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An error occurred while saving the comment Amanda Saunders
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Xero Network- for the PDF copy of the invoice to automatically be attached to the corresponding draft bill created by Xero in the other entity
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1 voteAmanda Saunders
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1 voteAmanda Saunders
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191 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Amanda Saunders
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Cash coding screen should be more functional with sort/filter options so that for example you can select 10 different lines that all have the same tax code but then can apply different accounts within that or different tracking categories, etc. This would improve functionality and efficiency as individual data entry would be reduced