Settings and activity
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212 votes
Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
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Shane Ham
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26 votesShane Ham
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5 votesShane Ham
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28 votesShane Ham
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9 votesShane Ham
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22 votesShane Ham
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30 votesShane Ham
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71 votesShane Ham
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215 votesShane Ham
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69 votesShane Ham
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102 votesShane Ham
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161 votesShane Ham
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161 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Shane Ham
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156 votesShane Ham
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477 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
An error occurred while saving the comment Shane Ham
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But where in this ticket does it mention that this would be an idea just for the UK - this should be a global product idea. Sure batch payments and ABA's reduce the admin but not every bank account holder can have this functionality
Shane Ham
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25 votesShane Ham
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10 votesShane Ham
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55 votesShane Ham
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147 votesShane Ham
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208 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…Shane Ham
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It would be great if there is a default tracking code identified on the contact card to auto apply or be a 1 click apply to the invoice (same as current invoicing) but now you have to click on every **** line and select the tracking option from the list.
THINK SMARTER NOT HARDER!!!