Settings and activity
37 results found
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888 votes
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Tracey G
supported this idea
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338 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Tracey G
supported this idea
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225 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Tracey G
supported this idea
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397 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Tracey G
supported this idea
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402 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Tracey G
supported this idea
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724 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Tracey G
commented
I do NOT WANT TO GO TO THE NEW INVOICING!
I am receiving many emails from Xero to change over.
The - in Xero pop ups to change to new invoicing are numerousno
no
No
NOI dont want to do it.
Tracey G
supported this idea
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420 votesTracey G
supported this idea
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614 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.An error occurred while saving the comment Tracey G
commented
Please please please please
tick your box to add a pdf to the email with the invoice.
thats it.We all have to do it for our customers - please do it for us.
I do not want to sign up to another outside source.
I would just like to have our pdf invoice attached to the email so I can forward the email to my xero draft bills. That is all.
Please do this - tick your box.
thank you
An error occurred while saving the comment Tracey G
commented
In Xero when I send out an invoice to my customer a link is automatically included in the email with the options to:
- include files as attachments
- include PDF attachement
- Send me a copy (my email)Can you please "Include a PDF" when you email out our monthly invoice?
Also, can you send the email directly to my draft bills email address?that would save some time...
An error occurred while saving the comment Tracey G
commented
Can Xero email the invoice as a PDF to our 'Files xero email address' instead of an email with a link?
That way when the transaction line appears in bank feeds I can just add the pdf invoice from 'Add from file library...' -
147 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
An error occurred while saving the comment Tracey G
commented
Maybe Xero should change the heading in the report:
FROM Description
TO ContactThat way when looking at the report we know what factual information is in the report. As in * if the heading is Description - I would automatically look for descriptions that have been entered in previous steps.
If the heading is Contact - I would expect nothing else, as disappointing as that is, at least heading would match the information in the report.Contact = Contact
Description = DescriptionNOT as it is now..
Description = ContactAn error occurred while saving the comment Tracey G
commented
Question.
What report can give you the description?
Not the description = contact name.If I need to combine reports, annoying, but ok - but which report shows the description in it please?
Tracey G
supported this idea
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30 votes
An error occurred while saving the comment Tracey G
commented
Hi Tegan,
Have you had a look at the templates? Under the Organisation settings / Invoice settings.
Click the arrow for the +New Branding Theme. Choose Custom.dox
This will download a .Zip file. I have attached the 'purchase' doc image.
You could have a play around with this and see if you can have it look like what you are after.Then upload it and see if it will work for you. With what Xero can do I think this might be your best option.
I changed the sales invoice into a delivery docket for our boys and it works well enough, removing the $$ etc. Still playing with it though as not 100% happy - just need time to try and have the doc do what Im after.
An error occurred while saving the comment Tracey G
commented
Printing a bill PDF - I use these for making payments for multiple small receipts. I attach the receipts to the bill and print the pdf and hold in my payables to pay folder.
When I print the PDF the output looks more like an invoice to a customer than a bill / invoice to pay.I would like to alter the Bill pdf for easier identification - make the vendor (and staff name) Bold and a larger font so it stands out - wastes time looking for the vendor name opposed to the vendor invoices in the file.
Tracey G
supported this idea
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394 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Tracey G
commented
This is a problem with junior staff seeing information they should have no access to and breaches workplace contracts.
I suppose at least we can see who made the change - but not the why why whyTracey G
supported this idea
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60 votesTracey G
supported this idea
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270 votes
An error occurred while saving the comment Tracey G
commented
This is a great idea!
I am working with 4 files and I have folders and stationary coloured to match each company Im working on - reports going to the monthly meetings are submitted in matching coloured physical files.
What a terrific idea!
Tracey G
supported this idea
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2 votes
An error occurred while saving the comment Tracey G
commented
Uncoded statement lines report available under 'Manage Account' and preset to that bank account.
If this report was available under the Manage Account arrow it would be much easier to find and print/process.
Otherwise you need to click click to bank accounts etc
Tracey G
supported this idea
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25 votes
An error occurred while saving the comment Tracey G
commented
This would be a godsend with multiple screens open - if i change the screen resolution larger it effects other programs I use.
Having larger font when invoicing etc trying to check for wording - would be very helpful.
Tracey G
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28 votesTracey G
supported this idea
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18 votes
An error occurred while saving the comment Tracey G
commented
This would be great to have access to!
I need to give this report to my manager to show what receipts I need rather than wasting time copy and paste to a document for printing or typing out...argh!!
YES please. If we have access to bank feeds - we should have access to this report to chase what is missing.
Tracey G
supported this idea
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29 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
Tracey G
supported this idea
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51 votesTracey G
supported this idea
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31 votesTracey G
supported this idea
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There’s a difference between having the ability to attach files to an employee’s profile, such as signed documents, NDA's and contracts, versus attaching manual timesheets or notes for a pay run.
We really need the ability to do BOTH.