Settings and activity
4 results found
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98 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Anna Bayliss
supported this idea
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71 votes
Appreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
An error occurred while saving the comment Anna Bayliss
supported this idea
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64 votes
Hi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
- Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
- Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
- Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
- NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
An error occurred while saving the comment Anna Bayliss
commented
I 100% support this basic functionality request, as it would be great for splitting lines on a bill into different tracking categories.
This version of the idea was submitted in 2016, so I can't believe it hasn't been actioned yet.
Anna Bayliss
supported this idea
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372 votes
Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.
You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.
We want to be upfront that while we'd like to explore…
An error occurred while saving the comment Anna Bayliss
commented
100% seems like a logical requirement to have approval workflows and it would be great to set default approvers for different things e.g. invoices vs expenses
We need to duplicate unique lines all the time so that we can split bills across multiple tracking categories. Duplicate line is a basic function that all accounting tools should have