Settings and activity
10 results found
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720 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
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evince Accounts
commented
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.
evince Accounts
supported this idea
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74 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 evince Accounts
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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65 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!
evince Accounts
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 evince Accounts
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.
evince Accounts
shared this idea
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6 votes
Hi team, while this isn't something we have any direct plans around atm we appreciate the feedback here and will continue to track the support this idea receives. I will be sure to let you know if there are any updates to accommodate this styling of reports in Xero.
An error occurred while saving the comment evince Accounts
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)
evince Accounts
shared this idea
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39 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.
evince Accounts
supported this idea
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16 votes
An error occurred while saving the comment evince Accounts
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).
evince Accounts
supported this idea
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246 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
evince Accounts
supported this idea
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102 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
evince Accounts
supported this idea
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An error occurred while saving the comment evince Accounts
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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241 votes
Thanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.
evince Accounts
supported this idea
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@Eleanor Russell - Thank you!!