Settings and activity

93 results found

1. Hubdoc - Ability to copy & paste document details into Xero

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Kelly Mansell supported this idea  ·  01 October, 2024
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   Kelly Mansell commented  ·  01 October, 2024  ·  Edit…  ·  delete…

   Please allow the ability to copy text from an invoice when uploading to Hubdoc. I have to have a PDF open as well, so I can copy/paste information from the invoice into Hubdoc.

   Not being able to copy/paste means there is more room for error, as you have to type out each detail.

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2. Navigation - When copying text into a field, pressing 'tab' shouldn't delete it

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kelly Mansell shared this idea  ·  20 September, 2024

3. Purchase Orders - Improved text box functionality

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kelly Mansell shared this idea  ·  20 September, 2024

4. Purchase Orders - Show partial amounts billed

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   submitted  ·  93 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kelly Mansell supported this idea  ·  20 September, 2024

5. One Click Delivery Notes

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   18 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices. 

   
   

   Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once. 

   Kelly Mansell supported this idea  ·  20 September, 2024

6. Purchase Orders - Don't clear Delivery Instructions field when changing Delivery Address

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kelly Mansell supported this idea  ·  20 September, 2024

7. Purchase Orders - Auto-populate '1' in the Quantity column

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kelly Mansell shared this idea  ·  20 September, 2024

8. Invoices and Bills - Use cursor keys instead of mouse or tab

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kelly Mansell commented  ·  20 September, 2024  ·  Edit…  ·  delete…

   Please add the function to use your arrow keys to move up down, left right around lines, within purchase orders and invoices. This will allow for better movement and the ability to copy/paste information into each section

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   Kelly Mansell supported this idea  ·  20 September, 2024

9. Sales Invoices - Bulk assign lines to Project/customer

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kelly Mansell supported this idea  ·  20 September, 2024

10. Bills - Bulk code lines

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    5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Further to Kelly's last update that defaults for accounts, items and contacts could be of use to fill fields and save time when entering bills, for some other workflows it might be faster importing bills from CSV where you can bulk populate account codes for multiple lines on one bill.

    Kelly Mansell supported this idea  ·  20 September, 2024

11. Invoicing - Use drag & drop to copy line details

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Kelly Mansell supported this idea  ·  20 September, 2024

12. Xero Me: Upload PDF to Xero Files from app

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Kelly Mansell supported this idea  ·  20 September, 2024

13. Invoices | Statements: Highlight overdue in PDF

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Kelly Mansell supported this idea  ·  20 September, 2024

14. Invoices - Option to send our own PDF invoices through Xero

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Kelly Mansell supported this idea  ·  20 September, 2024

15. Invoices - Bulk upload payments on invoices

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    10 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Kelly Mansell supported this idea  ·  20 September, 2024

16. Hubdoc - Bulk Configuration Extract

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Kelly Mansell supported this idea  ·  20 September, 2024

17. Cash coding - Filter and Search

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    22 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

    Kelly Mansell supported this idea  ·  20 September, 2024

18. Project Report | Bills - Unpaid/paid bills per project

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Kelly Mansell supported this idea  ·  20 September, 2024

19. Purchases Overview - ALL Unpaid

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Kelly Mansell supported this idea  ·  20 September, 2024

20. Search - By Project Name when searching for invoices

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    Kelly Mansell supported this idea  ·  20 September, 2024