Settings and activity
8 results found
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8 votes
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Ruth Accounts
supported this idea
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86 votes
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.…
An error occurred while saving the comment Ruth Accounts
commented
Agree with all the below - my time invoicing has now increased due to this issue. Being able to create an invoice from the file worked perfectly, now I need to be psychic and no who the customer is before being able to attach and open the file.
the layout is also very large and the more compact layout of the classic worked better, now I'll end up with whiplash just to complete one invoice!
Ruth Accounts
supported this idea
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6 votesRuth Accounts
shared this idea
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519 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
An error occurred while saving the comment Ruth Accounts
commented
When following a file through from uploads to sale invoice, and you click on the arrow to 'include upload on invoice' be able to either one click include all uploads, or just make in default. Why would you be uploaded a document if you didn't want to attach it?
Such a faff.Ruth Accounts
supported this idea
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21 votes
Hi everyone, while we appreciate your feedback here. With the retirement of classic invoicing in February, and to help customers get used to the new invoicing experience this default will continue to apply.
As we continue to improve the new experience this means customers may find updates that help their workflow and adopt the new experience.
The option to switch back to classic will be available and we understand this is the experience some customers may choose to use up until the retirement date.
Ruth Accounts
supported this idea
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132 votesRuth Accounts
supported this idea
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226 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Ruth Accounts
supported this idea
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213 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Ruth Accounts
supported this idea
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An error occurred while saving the comment Ruth Accounts
commented
In bills to pay! Be able to search and select multiple invoices to create a remittance.
Currently if you select one and then search for another, the previous selected one is deleted.
Completely agree. Or rather an opt our from adding it - surely the reason to add the file to the invoice is for the customers benefit, so why the need to select each time.