Settings and activity
52 results found
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78 votes
Trish Clouston
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684 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Trish Clouston
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122 votesTrish Clouston
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50 votes
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
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100 votesTrish Clouston
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32 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
Trish Clouston
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24 votes
To make sure I understand - Would this be to select certain files that are always attached when the rule is used, Jennifer?
Trish Clouston
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14 votes
Hi team, apologies for the mismatch in my last update and appreciate the feedback we received on this.
While our new bills upload feature might be handy for some customers in automating their bills process, reviewing the idea here I can totally understand how this does not solve for where you receive an invoice within the body of an email.
We'll open this idea back up, and I want to be transparent that this isn't something we have direct plans for developing atm, however we'll continue to keep eyes on the support here and share if there is any progress surrounding this, here. Thanks
Trish Clouston
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23 votesTrish Clouston
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28 votesTrish Clouston
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92 votes
Hi everyone, thanks for taking the time to explain how important this functionality is to upload files to leave requests.
We're currently exploring ideas to attach files to employee records, however our product team confirmed that attaching files directly into leave requests is not something we're focusing on at the time. We’ve moved this idea to Not in pipeline.
We know this isn't the update you were hoping for, but we want to be transparent about where things stand. The idea remains open for votes, so we'll continue monitoring community interest and feedback as we plan for the future.
Trish Clouston
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33 votesTrish Clouston
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60 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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299 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
Trish Clouston
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36 votes
Thanks for sharing this idea 🌟 We can see how an extra confirmation step before deleting a transaction could help prevent accidental deletions and give users more confidence when making changes.
We’re moving this idea to Gaining Support so we can better understand how many customers would value this and the different scenarios where it would be most useful. If this would make a difference for your workflow, please keep the votes and examples coming as they help our product team assess the impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
Trish Clouston
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36 votesTrish Clouston
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43 votes
Heya community👋 thanks for the discussions and input through this idea overtime. I know it's been quiet on our end but want you to know your feedback has been getting back to the right places.
We have a couple of features I'd like to highlight here, as well as let you know our product team are currently developing the Bills View and Edit pages in which the pain points here will be solved. 😊
- Simply upload files to bills to automatically extract and create your bills in draft for you. You can upload multiple files at once and let Xero do the grit work. Once they're ready simply review
- Smart document capture - You can simply upload your files to the inbox and Xero will take the effort out of things by extracting key data and auto suggesting create transactions for you (Invoice, Bills, Spend and Receive money)
I'll return…
Trish Clouston
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7 votesTrish Clouston
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10 votesTrish Clouston
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7 votesTrish Clouston
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