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  1. Email to Credit Note

    301 votes

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    69 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.

    We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.

    As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.

    If there are any changes put in place for this, we'll let you know.

    Pip Brown supported this idea  · 

  2. Account Transactions - Set default bank account for Bill Pay or Spend Money transactions

    8 votes

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    submitted  ·  5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Pip Brown commented  · 

    Totally agree having to scroll to the most commonly used bank account drives me crazy and wastes time, Xero you could make this so much more user friendly and efficient for something that is completed over and over again. Default bank account would be great or being able to reorder the bank accounts like you can on the dashboard would make for a more user friendly approach and speed up this task. Surely this is a simple fix!

    Pip Brown supported this idea  ·