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!
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Sumit Khapli
supported this idea
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183 votesSumit Khapli
supported this idea
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An error occurred while saving the comment Sumit Khapli
commented
From my point of view, we need a placeholder for date so that we can add-subtract and provide a range in the invoice for the servicing period.
Example : Weekly invoices need a placeholder in the description saying for which week this is being invoiced for. Giving a week number is fruitless as no one in the payment team will understand this. They need a range like 04 Nov 2024 to 08 Nov 2024 or 04/11/2024 - 8/11/2024 or 4-8 Nov 2024 -
276 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
An error occurred while saving the comment Sumit Khapli
commented
From my point of view, we need a placeholder for date so that we can add-subtract and provide a range in the invoice for the servicing period.
Example : Weekly invoices need a placeholder in the description saying for which week this is being invoiced for. Giving a week number is fruitless as no one in the payment team will understand this. They need a range like 04 Nov 2024 to 08 Nov 2024 or 04/11/2024 - 8/11/2024 or 4-8 Nov 2024Sumit Khapli
supported this idea
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243 votes
Hi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.
While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.
For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.
If there's any progress, we'll be sure to let you all know here.
Sumit Khapli
supported this idea
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![IMG_3071[1].JPG 7902 KB](/assets/241730954/IMG_3071%5B1%5D.JPG){kind=link}
Just adding CC without ability to automate who can be added from the list of the contacts in poinless.
Need ability to specify who from the contact list can be added in the CC for repeating invoices and the reminders