Settings and activity
10 results found
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632 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
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Emily Singh
supported this idea
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68 votes
Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
An error occurred while saving the comment Emily Singh
commented
We are a small business and I do the bookkeeping and always cc- the owner. I don't want to have to add the owner's email address to every single customer.
As he is a Xero user, it would be handy if I start typing his email in the cc box, and it drops down as an option and I don't have to type the full email address everytime.
Would be great if, to start with, it lets you choose from both listed contacts and internal users.
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2 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Emily Singh
shared this idea
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1 vote
Hi Emily, similar to your other idea if you can share detail of the Projects report you're running here it'll be useful when sharing with our team and may help others also interested in this associate to your idea here, too. Thanks
An error occurred while saving the comment Emily Singh
commented
I am using a custom report based on the Detailed Time, and just need the columns to reflect the customer's terminology and not Xero's.
Currently I export the report so that I can make the changes and add headers/footers etc.
Emily Singh
shared this idea
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4 votes
Hi Emily, if you are a Xero Partner you can set up report styles which will allow you to add a logo to your reports. Appreciate the other portion of your idea on being able to edit the header and footer of a Projects report which is not possible atm - out of interest is there a specific projects report that you are running in relation to your idea here. This helps when sharing back with our product team.
An error occurred while saving the comment Emily Singh
commented
Thanks, we are not a Xero Partner, but we need to provide timesheet information to our customers.
I have created a custom report based on the Projects "Detailed Time" report so that I can generate the timesheet information for a specific project for a specific period of time.
Currently, I will export the generated report into a new document so that I can have our company logo and add a couple of other details that the customer needs (eg. contract number).
(I sometimes need to modify the column names as well - related to my other request)
Emily Singh
shared this idea
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32 votes
If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
Emily Singh
supported this idea
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15 votes
An error occurred while saving the comment Emily Singh
commented
Some of our projects are charged at a fixed price each month or per milestone, regardless of whether or not any time entries are recorded against the task.
In the Project Financials report, I would like the option to calculate a project's profit based on the actual invoices issued to the customer, right now, it only calculates income based on the time entries entered, not what is actually charged to the customer.
You could have a radio button to toggle between the two methods. Ideally it could be set in the individual project, as we have some time & materials and some fixed price.
However, calculating on the invoices issued for all projects, would cover us for both.
Note: if you go into a project and click on the Profitability tab, the profit is calculated correctly there (taking into account invoices issued even if no time entries are entered).
Emily Singh
supported this idea
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212 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
Emily Singh
supported this idea
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97 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
Emily Singh
supported this idea
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An error occurred while saving the comment Emily Singh
commented
I would love to see this, as I send timesheet reports to customers and often the Hours column is really wide and the Description is too narrow and it just looks odd! Currently, I export to excel and manually adjust things, then export to PDF from there.
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216 votes
Hi team, we appreciate the attention this idea has received and do want to share that while we aren't directly developing at this stage, notification and being able to collaborate on bills is something our team are currently looking into.
We can't provide any promises right now, but we wanted to loop you all in on news. Once the teams research has concluded and we have a better sight on what can be done in this space I'll return to update you all, here. Thanks
Emily Singh
supported this idea
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Really keen for this one. I work part time and often one off invoices need to be sent on specific days. Luckily I am able to login and send them when needed, but it means having to login on my days off, instead of scheduling them all during my work hours.