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10 results found

  1. Files - Automatically include specific file attachments when sending from Xero

    235 votes

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    submitted  ·  71 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    STEVEN REID supported this idea  · 

  2. New Invoicing | Files - Bulk select to include all files with online Invoice

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    STEVEN REID supported this idea  · 

  3. AU Payroll - Change Super Payment Frequency from monthly to fortnightly en masse.

    14 votes

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    submitted  ·  5 comments  ·  For small businesses » Payroll  ·  Admin →
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    STEVEN REID supported this idea  · 

  4. Sales Invoice - Include files attached to an invoice when sending

    303 votes

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    48 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

    As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

    To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

    A caveat to this is when you are working in incognito mode, or refresh your browser…

    STEVEN REID supported this idea  · 

  5. Bank reconciliation - Add attachment to Find & Match (multiple match) transactions

    123 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    STEVEN REID supported this idea  · 

  6. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    308 votes

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    27 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

    For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

    In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

    You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

    STEVEN REID supported this idea  · 

  7. AU Payroll - Superannuation to create a Bill with a list of the employees paid

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Payroll  ·  Admin →
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    STEVEN REID shared this idea  · 

  8. Invoice Template - Add total of 'Excluding Discounts' field

    24 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    STEVEN REID supported this idea  · 

  9. Hubdoc - extract customer name for sales invoices

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    STEVEN REID supported this idea  · 

  10. Xero Accounting app - Ability to send statements from the mobile app

    48 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    STEVEN REID supported this idea  ·