Settings and activity
2 results found
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625 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
Victoria Hibbs
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Victoria Hibbs
commented
Really looking forward to having to jump on in my holidays to send payslips and invoices because you haven't sort ted this yet - elementary! 🤬
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149 votes
Hi all, just updating the status of this idea to Accepted here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
We're also pleased to see in your comments here that CAF have introduced QFX file types for downloading transactions - this'll make manually importing more streamlined until a bank feed is made available.
As per our last update, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks
An error occurred while saving the comment Victoria Hibbs
commented
We have had to open a second bank account to facilitate using xero but as a charity would much prefer to return to CAF. As the previous post says, we have been asking for this for years (along with being able to schedule an invoice. Grrrr!) and it would be so beneficial
Victoria Hibbs
supported this idea
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In addition to below's post about pointless additions, let's not forget the removal of the ability to drag docs into a bill/invoice and then the reinstatement and the useless quick option to add a new contact when drafting an invoice but not being able to add contact names AND business names meaning you have to jump into contacts to create anyway rending that function useless. Seriously - why cant you sort the scheduling of emails and invoices - rudimentary