Settings and activity
521 results found
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4 votes
Hi everyone, thanks for sharing this suggestion. We understand you’re looking for a way to consolidate subscription invoices across multiple organisations, so managing billing records is simpler.
Having a grouped invoice view could make it easier to review, download, and manage subscription for multiple entities.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
CHRISTOPHER TENG
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19 votesCHRISTOPHER TENG
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8 votes
Thanks for sharing your idea, and letting us know that you'd like to see the ability to send credit notes via the Xero to Xero network.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
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5 votes
✨ Hi everyone,
Thanks for sharing your feedback on this idea and explaining how assigning staff to invoices created in Xero Practice Manager would help improve workflow visibility and accountability through the billing process.
We can see the value in having a clearer way to show ownership during invoicing, especially where different team members are involved in preparing, reviewing, and following up on invoices.
We’re moving this idea to Gaining support so others in the community can vote and share how this would help their practice too. The more detail we have on how this would improve day-to-day workflows, the better we can understand the broader impact.
We’ll continue to monitor the feedback here and share any updates as we learn more.
CHRISTOPHER TENG
supported this idea
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5 votes
H Emma, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Cheers
CHRISTOPHER TENG
supported this idea
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19 votes
Thanks for your feedback on bulk photo attachment for invoices created via the mobile app.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
supported this idea
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240 votes
Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.
Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.
Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.
CHRISTOPHER TENG
supported this idea
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99 votes
Hi team, we appreciate all your feedback here and wanted to share an update as we have a new invoice editor that is being rolled out to all users (already available in NZ, AU, UK and US).
This new editor provides more custom formatting options to help you create invoices that reflect your brand with a side preview so you can instantly see how changes will be shown.
We appreciate that there are additional formatting options that you're asking for here and want to be open that we don't have any plans for providing the ability to edit text formatting in the new editor. We will continue to track votes through this idea and keep an eye on trends so if there are any changes in it's position in the future we can let you know here.
CHRISTOPHER TENG
supported this idea
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4 votes
Hi everyone, thanks for sharing this idea. We understand that having quotes and purchase orders included in Short-Term Cash Flow would help give a clearer picture of upcoming cash movements.
For now, you can review these alongside your cash flow reports to help factor in expected income and commitments.
We’ll continue to track interest and share feedback with our product teams to help them understand the value of expanding the information included in cash flow forecasting.
CHRISTOPHER TENG
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33 votesCHRISTOPHER TENG
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5 votes
Hi Ange, thanks for sharing this idea. We understand that having a quicker way to apply percentage-based charges could help businesses manage invoicing more efficiently.
The suggestion is to add an option to automatically calculate and apply a percentage surcharge or fee to invoices, reducing the need for manual calculations.
For now, you can use a separate surcharge item or connected payment settings where applicable to help manage these charges. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
CHRISTOPHER TENG
supported this idea
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9 votes
Hi Leslie, thanks for sharing your idea, and letting us know the changes that matter most for you. At the moment the only way to print the batch is after downloading it. However, we suggest going to the Paid tab and selecting the invoices checkbox and clicking on the Print option, this will combine all the invoices/bills. While this is a workaround, we are opening this idea up to the community to gain more support. If you need further assistance with this, please reach out to our support team for a 1:1 with them.
CHRISTOPHER TENG
supported this idea
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532 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…
CHRISTOPHER TENG
supported this idea
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14 votes
Hi Stuart, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand the need to have this option available when you do not want to show the summary.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
supported this idea
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41 votes
Hi everyone, thanks for all the context you’ve shared on how this impacts your workflows. We understand how a simple in-product setting for showing delivery address on an invoice would improve efficiencies for you all here.
Currently, the best option remains to insert the ContactPhysicalAddress merge field/s with the use of an advanced invoice template.
However as part of a larger piece of work we’re doing to develop multiple addresses per contact within invoices, this is an idea we’ll be solving for.
We can’t provide definite timeframes but will shift to In development and share further news as it progresses with you all here!
CHRISTOPHER TENG
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3 votes
Hi Brendan, just to check when you say 'job' are you using Xero Projects or Tracking to record this atm? Will help when sharing back with the team.
CHRISTOPHER TENG
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13 votes
Thanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.
Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.
CHRISTOPHER TENG
supported this idea
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10 votes
Hi Sally, thanks for sharing your idea, we appreciate hearing how bringing back the old search engine or improving the current one could make a difference to you. We'll continue to monitor this for more traction and keep you posted here. Cheers
CHRISTOPHER TENG
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50 votes
Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
supported this idea
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16 votes
Hi everyone, thanks for sharing your idea here.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
CHRISTOPHER TENG
supported this idea
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