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6 results found

  1. Xero Files - Ability to rename and/or delete file while viewing in inbox

    10 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Mark McPartland commented  · 

    Agreed with both. Need to be able to easily delete a file not required, and easiest to do that when looking at file preview, rather than a list of files with often meaningless filenames

    Mark McPartland supported this idea  · 

  2. Files - Add delete button to file preview

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Mark McPartland commented  · 

    Agreed. Deleting files is cumbsome.
    The preview screen for files attachments has options to rotate, expand etc and download, but no option to delete. It would be a simple addition

    Mark McPartland supported this idea  · 

  3. Billable Expenses - Files to copy through to the Sales Invoice

    178 votes

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    submitted  ·  104 comments  ·  For small businesses » Business features  ·  Admin →
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    Mark McPartland commented  · 

    As a Small business user I want to see Expense receipts that are already captured in Expense process included as attachments when those expenses are added to an Invoice

    Why:
    When invoicing customers and claiming expense costs we need to show them receipts for these expenses
    But when creating an invoice using expenses the receipts are not carried across.
    (This is the case whether expenses have been assigned to Project or Customer and creating an invoice through the Project module or Invoicing Page)
    This results in having to find and reattach all these same files again.
    Very time consuming & frustrating

    A number of people have raised this issue in support requests in the past going back years:

    https://central.xero.com/s/question/0D51N00004Aedc2SAB/adding-receipts-to-expense-claims-sent-with-invoices

    https://central.xero.com/s/question/0D51N00004FplurSAB/attaching-billable-expenses-receipts-to-invoices

    So it has backing

    Mark McPartland supported this idea  · 

  4. Billable Expenses - Add Project Billable Expenses to Draft Invoices

    12 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Mark McPartland commented  · 

    Agreed. Those that are entering expenses (say through Xero Me app) are primarily focused on capturing the expense, and if using own money, getting reimbursed for it.
    Assigning to the right customer or project or one at all depending on the setup is not often a concern or confusing. fact fields are optional makes it more so.

    At invoice time those responsible for invoicing should be able to pull expenses from where ever they sit and add them as needed

    Mark McPartland supported this idea  · 

  5. Sales Invoices - Combine Invoice file and attached files into one PDF when sending

    68 votes

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    submitted  ·  22 comments  ·  For small businesses » Business features  ·  Admin →
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    Mark McPartland supported this idea  · 

  6. Xero me receipts added to Invoices

    3 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Mark McPartland commented  · 

    Fully agree, that expense receipts should be able to flow through automatically when customer invoices are created.

    PS: should change the name of this feature request to what you want to happen eg 'Xero me receipts added to Invoices' rather than 'Xero me files'

    Mark McPartland supported this idea  ·