Settings and activity
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1 vote
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Trish Clouston
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1 voteTrish Clouston
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19 votesTrish Clouston
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37 votesTrish Clouston
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222 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.
Trish Clouston
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21 votesTrish Clouston
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14 votesTrish Clouston
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26 votes
Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
Trish Clouston
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28 votesTrish Clouston
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70 votesTrish Clouston
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44 votesTrish Clouston
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32 votesTrish Clouston
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93 votesTrish Clouston
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45 votesTrish Clouston
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4 votes
An error occurred while saving the comment Trish Clouston
commented
This would save so much time. As a GST auditor, you have to go into each line on the GST Audit report, select the transaction, view the Bill, locate and click on the attachment icon, to view to see if the invoice was attached and what the attachment is.
It would be extremely helpful if the icon appeared at the RHS of each GST line showing if an attachment was in existence.
An error occurred while saving the comment Trish Clouston
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When reviewing the GST Audit Report, one duty of care is to ensure all invoices have a GST invoice attached. The only way to check this is to run the report and click into each individual entry to view if something is attached, then go into each attachment to view. It would be helpful to the user it you could visualize the number of attachments to each entry, then you can tell which entry doesnt have an attachment and what needs to be chased up
Trish Clouston
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20 votesTrish Clouston
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4 votes
An error occurred while saving the comment Trish Clouston
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I agree - this is very annoying and extremely time consuming to enlarge the pdf attachment before you are able to approve the invoice. Every time the view is too small., to enable to see the dollars you need to scroll to the right hand side, to verify the bank account number, you often have to scroll to the bottom or middle of the attachment., the pdf is definitely too small.- it takes a lot of scrolling and clicking to get to the parts required - where if the pdf was larger, it would be easier for the user.
Trish Clouston
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34 votesTrish Clouston
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4 votesTrish Clouston
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19 votesTrish Clouston
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I use larger bills like this to download and calculate accruals based on these - to not have the account no means I need to hand write them on, and this is cumbersome