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6 results found

  1. Invoicing - Make the History & Notes the same as in Classic Invoicing

    765 votes

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    167 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Jonathan Shaw supported this idea  · 

  2. New Invoicing - History to include if invoice is resent

    360 votes

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    90 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Jonathan Shaw supported this idea  · 

  3. Conversion Date Mid-Month

    40 votes

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    9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jonathan Shaw supported this idea  · 

  4. Bills - Bulk assign tracking to multiple lines at a time

    15 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, this isn't something we have direct plans for developing atm, however for those with the Adviser role you could consider using Find & recode as a way to bulk assign tracking to your transactions lines.

    It's important to note that it's not possible to undo a recode, so if you're unsure of how the features works at all we';d recommend trying it out in the demo company first.

    Jonathan Shaw supported this idea  · 

  5. User Roles - Purchase order only access

    152 votes

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    submitted  ·  38 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jonathan Shaw supported this idea  · 

  6. Reporting - Ability to consolidate multiple Xero organisations

    243 votes

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    97 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.

    We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets. 

    For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store. 

    We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned. 

    We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…

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    Jonathan Shaw commented  · 

    A basic requirement for a group of companies.

    Jonathan Shaw supported this idea  ·