Settings and activity
16 results found
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14 votes
An error occurred while saving the comment An error occurred while saving the comment 
Gemma Rowe
commented
I have a similar issue. I create the invoice and 'submit them for approval'. There can be days between submitting them for approval, them being approved, and then when I actually send them. So it would be handy to at least do a bulk invoice date update. e.g. from the Invoices waiting to be paid section, select the invoices that are ready to send, and have a menu option to update the date for multiple invoices.
Atm I'm manually updating 10-20 individual invoices each fortnight.
Gemma Rowe
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25 votesGemma Rowe
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361 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Gemma Rowe
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27 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
An error occurred while saving the comment Gemma Rowe
commented
This feature would be helpful in the detailed time report. We'd like to exclude some projects from the search results. We've created a custom report to find out which projects needs invoicing, by ticking the 'uninvoiced' box. Most our projects are client related who we invoice, but some of our projects are internal, e.g. for tracking time spent on admin tasks, and don't need invoicing. These internal projects take up a lot of space in the report.
Gemma Rowe
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137 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
Gemma Rowe
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7 votesGemma Rowe
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3 votesGemma Rowe
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216 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
An error occurred while saving the comment Gemma Rowe
commented
Not having this feature is going to cause a big waste of time on data-entry and risk of incorrect details being re-keyed with consequences in incorrect customer invoicing.
Gemma Rowe
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20 votesGemma Rowe
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161 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Gemma Rowe
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92 votesGemma Rowe
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84 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Gemma Rowe
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104 votesGemma Rowe
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484 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Gemma Rowe
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619 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Gemma Rowe
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343 votesGemma Rowe
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Currently to update an invoice date it has to be done within the individual invoice. The issue I'm having is that there is often a delay between 'drafting', 'submitting an invoice for approval', it being approved, and when it gets sent out. The invoice date doesn't auto-update at any of these stages, and I'm needing to manually update each invoice issue date before they are sent out. It's a bit of a silly time waster that could be avoided easily. It would be good to be able to select multiple invoices from 'waiting to be paid' and select a menu option to update the invoice date. or when I select the invoices to be sent, have an option within the send panel to update the invoice date.