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65 results found

  1. Xero Files - Rename files once they are attached

    27 votes

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    submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Trish Clouston supported this idea  · 

  2. Reports - Generate a report for transactions without receipts attached

    24 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Trish Clouston supported this idea  · 

  3. Remittance Advice - Ability to include attachments when sending a remittance advice

    64 votes

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    submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Trish Clouston supported this idea  · 

  4. Files - Bulk export/print attached files

    588 votes

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    233 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
    We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
    While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
    However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…

    Trish Clouston supported this idea  · 

  5. Reporting: Account Transactions Report - Show Files icon & number attached

    91 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Trish Clouston supported this idea  · 

  6. Statements - Attach outstanding invoices

    30 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer. 

    From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here 

    Trish Clouston supported this idea  · 

  7. Subscription Invoices - attach as pdf

    67 votes

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    18 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Trish Clouston supported this idea  · 

  8. Contacts - Add the File icon back to the Contacts transactions list

    11 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Trish Clouston supported this idea  · 

  9. Email to Bills - Splitting emailed bills from one attachment sent to Xero

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Trish Clouston supported this idea  · 

  10. Bank rules - Attach files to a rule

    10 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Trish Clouston supported this idea  · 

  11. Bills - Email to bills without requiring it to be an attachment

    6 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    Trish Clouston supported this idea  · 

  12. Xero Network - Include PDF of Invoice when sent with Xero Network Key

    82 votes

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    34 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 supported this idea  · 

  13. Xero Files - Create a transaction whilst viewing the attachment itself

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Trish Clouston supported this idea  · 

  14. New Invoicing | Attachments - Record Actions in History and Notes

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Trish Clouston supported this idea  · 

  15. Files - Include attached files when using 'Copy'

    24 votes

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Trish Clouston supported this idea  · 

  16. Payroll: Attach files to leave requests

    40 votes

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    submitted  ·  14 comments  ·  For small businesses » Payroll  ·  Admin →
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    Trish Clouston supported this idea  · 

  17. Purchase Orders - Include document attachments when emailing to supplier

    226 votes

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    101 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 supported this idea  · 

  18. Invoices: Bulk add attachments to many invoices

    20 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Trish Clouston supported this idea  · 

  19. Invoicing - Include PDF attachment when emailing invoice

    47 votes

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    6 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 supported this idea  · 

  20. Reporting - File Attachment Report

    227 votes

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    submitted  ·  76 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Trish Clouston supported this idea  · 
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