Settings and activity
10 results found
-
350 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
Amanda Llewellyn
supported this idea
·
-
23 votes
An error occurred while saving the comment Amanda Llewellyn
supported this idea
·
-
351 votes
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…
An error occurred while saving the comment Amanda Llewellyn
commented
Thanks Vicki,
It's even more clicks/inconvenience if the invoice was originally raised in a locked/closed period. You cannot then just untick send.
They should be fixing the issue, not telling us to use workarounds for something that used to work!
This is not a workable alternative.
Amanda Llewellyn
supported this idea
·
-
493 votesAmanda Llewellyn
supported this idea
·
-
760 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.
Amanda Llewellyn
supported this idea
·
-
1,168 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Amanda Llewellyn
supported this idea
·
-
190 votes
Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Amanda Llewellyn
supported this idea
·
-
62 votesAmanda Llewellyn
supported this idea
·
-
180 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
An error occurred while saving the comment Amanda Llewellyn
commented
More and more of our customers are using accounts payable systems such as Coupa which requires us to use PO numbers. I do not understand how we have the facility to create a PO in Xero, but we have no specific field in which to store one on our own invoices. It's just not joined up.
It's not good enough to have to use the reference field for this, as many businesses already have references we need to add. It can't be hard to add an extra field to the template and make it available for reports.It's a basic invoice requirement. When are we going to get an update on this issue?
Amanda Llewellyn
supported this idea
·
-
613 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Amanda Llewellyn
supported this idea
·
Seems daft not be able to add the same attachment (or even different attachments) to every invoice that is created using the csv template upload method. You save time not having to create all of the invoices separately, but then still have to go into each one manually to add the file attachment(s).