Settings and activity
6 results found
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16 votes
An error occurred while saving the comment 
Angie McLendon
supported this idea
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173 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
An error occurred while saving the comment Angie McLendon
commented
We desperately need the ability to assign EACH LINE ITEM TO A DIFFERENT XERO PROJECT in Repeating Invoices. It's so time consuming right now to manually assign these after the invoice is generated.
Angie McLendon
supported this idea
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3 votes
An error occurred while saving the comment Angie McLendon
commented
We need this for our business to operate efficiently!
An error occurred while saving the comment Angie McLendon
commented
We need the ability to RENAME A RECEIPT DIRECTLY IN MY XERO APP. Our team members are traveling extensively and are uploading receipts while traveling using the My Xero app. The problem is they cannot change the file name. All the receipts are uploaded to the Xero file library automatically which is great, but they all show the same file name of "receipt.jpg". When our accounting team members are looking at over 100 receipts at any given time to attach to a customer invoice for travel expense reimbursement, then they cannot quickly tell which receipts in the Xero library list go with the customer's invoice. It is a nightmare! We currently either have to 1) download the receipt from Xero, rename it so it's identifiable, then re-upload it to Xero; or, 2) our consultants have to save their receipts until returning to office hoping they don't lose them to scan from printer to computer preferably in a pdf format. This is so cumbersome for our entire team. Please help fix this to improve our business workflow! In addition, ultimately saving the file to a pdf is preferred over jpg since pdf is more universally accepted as well as a smaller file size.
Angie McLendon
supported this idea
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30 votes
An error occurred while saving the comment Angie McLendon
commented
In addition we need to be able to name the jpg right in the My Xero app. It cannot be changed unless it is downloaded and then uploaded again. We need this so badly for our business consultants who are uploading receipts while traveling. It goes to the library but is unidentifiable when all the uploaded receipts show "receipt.jpg".
Angie McLendon
supported this idea
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9 votes
An error occurred while saving the comment Angie McLendon
commented
We need this to streamline workflow!
Angie McLendon
shared this idea
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7 votes
An error occurred while saving the comment Angie McLendon
commented
This would be helpful for us as well.
Angie McLendon
supported this idea
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Yes, we are having this issue as well. The % amount does not always convert to the same $ amount. When our client signs a contract stating they will pay $295 - $45 savings = $250.00 quarterly for a service which includes a discount then the % conversion shows $250.01 on the repeat invoice. No way to fix it up or down and cannot edit the end result so client gets invoiced either $250.01 or $249.48. Not what the end result should be. Plus, this amount is one of 4 other line items on the invoice resulting in even more error in invoice total.