Settings and activity
55 results found
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5 votes
Trish Clouston
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81 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
Trish Clouston
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2 votesTrish Clouston
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5 votesTrish Clouston
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21 votesTrish Clouston
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37 votesTrish Clouston
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192 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Trish Clouston
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19 votesTrish Clouston
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42 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Trish Clouston
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207 votesTrish Clouston
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12 votesTrish Clouston
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13 votesTrish Clouston
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2 votesTrish Clouston
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6 votes
Thanks for the screenshot, Kris. Just to check so I can pass this onto the right team here, was this when you were previewing a file in Bills or Invoices?
Trish Clouston
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5 votesTrish Clouston
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6 votesTrish Clouston
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572 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.An error occurred while saving the comment -
4 votesTrish Clouston
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4 votesTrish Clouston
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4 votesTrish Clouston
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It would be nice to have an option to KEEP the older invoicing version. When I need to check that a bill has an invoice attached, it is easier to see the attachment icon at the top of the screen. On the new invoicing layout, I have to scroll all the way down the the bottom of the bill to view this. This is annoying, and time consuming - more clicks to get down to that position. In the original version, the icon is at the top RHS of the screen, a click on this is easier to see and use to view the attachments.