Settings and activity

4 results found

1. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

   351 votes

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   27 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

   For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

   In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

   You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

   hui liu supported this idea  ·  06 January, 2025

2. Purchase Orders - Import from an Excel file

   91 votes

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   submitted  ·  36 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  delete…  ·  Admin →
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   hui liu supported this idea  ·  06 January, 2025
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   hui liu commented  ·  06 January, 2025  ·  Edit…  ·  delete…

   yes,we need this function

   Save Submitting...

3. Invoicing | Files - Ability to attach files before adding contact

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   86 votes

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   40 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, some time on from my last update we'd love to share further developments in this space with you here.

   Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.

   For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂

   On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you. If you'd be interested in being a part of this research you can find time with our team through the update here.

   I'll be back to confirm once we get our Smart Document capture out to all other regions!

   Hi community, some time on from my last update we'd love to share further developments in this space with you here.

   Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.

   For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂

   On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.… more

   hui liu supported this idea  ·  01 November, 2024

4. Chart of Accounts - Assign a Tracking category

   181 votes

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   32 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

   We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

   While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

   We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially needs work under the hood to enable new functionality like you're asking, and this isn't in our plans for the time being. 

   We sincerely thank you for your feedback, and will continue to track how the votes on this idea trend. If there are any updates to share we will let you know, here. 

   Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

   We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

   While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

   We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially… more

   hui liu supported this idea  ·  01 November, 2024