Settings and activity

10 results found

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

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   submitted  ·  26 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kristi Hourigan supported this idea  ·  18 February, 2025

2. New Invoicing - Option to switch Autosave off

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   submitted  ·  136 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kristi Hourigan supported this idea  ·  18 February, 2025

3. New Invoicing - History to include if invoice is resent

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   44 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

   Kristi Hourigan supported this idea  ·  18 February, 2025

4. New Invoicing - Reduce number of steps and clicks

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   301 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

   This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

   We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… more

   Kristi Hourigan supported this idea  ·  18 February, 2025

5. New Invoicing - Improve History to show when emails are sent

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Kristi Hourigan supported this idea  ·  18 February, 2025

6. Email Templates - Add image and hyperlinks

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   submitted  ·  22 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Kristi Hourigan supported this idea  ·  18 February, 2025

7. Email - Ability to cc and bcc sent emails

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   10 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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!

   Kristi Hourigan supported this idea  ·  18 February, 2025

8. Invoices - Ability to send Invoices and statement to seperate email addresses

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   64 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Kristi Hourigan supported this idea  ·  18 February, 2025

9. Email Settings - Custom sending domain security SPF;Dkim;Dmarc

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   submitted  ·  18 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Kristi Hourigan supported this idea  ·  18 February, 2025

10. New Invoice - Cursor Default Position

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    4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, rounding back on this one again. Thanks for raising this with us, our team have confirmed they have been looking at this behaviour and are looking to make a change to default the cursor to the Contact field. I'll move to working on it and we'll keep you updated here :)

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    Kristi Hourigan commented  ·  18 February, 2025  ·  Edit…  ·  delete…

    I hope this is fixed soon as I can be typing 'nowhere' only to realise I have to select the field manually, I much prefer when the Contact field is automatically selected when creating a new invoice!

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    Kristi Hourigan supported this idea  ·  18 February, 2025