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55 results found
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9 votes
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Jennifer Torr
supported this idea
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73 votes
Hi everyone, this idea has been created based on recent feedback received on the new invoice editor. Our product team are keen to get a wider understanding of overall interest so please add your vote if this would be useful for your business.
We'll share if there are any updates.
An error occurred while saving the comment Jennifer Torr
commented
Hi Adrian Petersson, thank you. I will give this a try. I looked at the fields that can be used in an invoice - date paid is not a field. And receipts don't have items paid for. I'm guessing there is no way around this.
Jennifer Torr
supported this idea
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110 votes
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
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.
An error occurred while saving the comment Jennifer Torr
commented
Let me explain how that ability to drag and drop files improves my Xero workflow - I use this when uploading .csv statements. I can do this from a download dropdown list in my browser or my AI service- very very handy. No more hunting for the right finder window under all those open windows. I gave up on Xero files long time ago when you did some other upgrade that messed up my system - a system I spent so much time perfecting. But I feel the visceral pain of other users. So please don't upgrade the upload a statement function and remove the drop and drag capability because I might just set up my own system using AI.
An error occurred while saving the comment Jennifer Torr
commented
Goodness me. Fancy not understanding the importance of being able to drag and drop files. How out of touch. And now we won't get that feature back unless the "community" gets behind it. Stop breaking what is not broken
An error occurred while saving the comment Jennifer Torr
commented
How could the folk at Xero not understand the how drag and drop is a fundamental.
Jennifer Torr
supported this idea
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114 votesJennifer Torr
supported this idea
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239 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.
Jennifer Torr
supported this idea
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4 votes
Appreciate your feedback, Chris. We're listening to feedback we're receiving about the new Invoice template editor and I wanted to highlight this other idea for having more control over the formatting of the amount due and due date fields you've noted.
I've added your vote for that too so you'll be kept updated.
For your idea here it'd be good to understand wider interest in a preset format to reduce the amount of ink used. Thanks
Jennifer Torr
supported this idea
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48 votes
Hi team, we appreciate there is some interest in this idea, however at this time we don't have any plans for enabling bulk send of receipts.
For now, we'll continue to track the support in this idea. I'll share if there are any updates.
Jennifer Torr
supported this idea
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5 votes
An error occurred while saving the comment Jennifer Torr
commented
It's so basic. After so many years with Xero, I can't believe the receipt options are so awful.
Jennifer Torr
supported this idea
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14 votesJennifer Torr
supported this idea
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17 votes
Hi everyone, returning to the idea here there have been a few changes since this was raised that may solve your needs.
Our new Invoice template editor has been rolled out to all regions which also allows you to customise the invoice title. Meaning you could have a theme that was completely dedicated to 'Receipts'.
When you want to send a receipt to your customer you would need to adjust the branding on the invoice to then send with this template.
Right now, although the online invoice would show as Tax Invoice, if you include a PDF this would show with your customised Invoice title.
Also the email template has been updated for Paid invoices so this will now just show 'View Invoice' when it has no balance to pay.
We appreciate this is not the complete solve that has been asked here but hope these changes may help with…
An error occurred while saving the comment Jennifer Torr
commented
A receipt needs to be called a receipt, contain the items paid for and the date paid. Our customers need this tax returns, expense claims. I have to do everything single receipt manually.
Jennifer Torr
supported this idea
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7 votes
Thanks for your feedback here, Adrian. We can see how being able to assign chart of accounts codes in the Hubdoc app could make capturing bills and receipts on the go more efficient, especially for those working primarily from mobile.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share the feedback with our product teams as they review improvements to the experience.
Jennifer Torr
supported this idea
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2 votes
Appreciate you bringing this to the community. Having the Item Code included as the seller's item identifier in Peppol invoices could make automated matching easier for receiving systems.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would be useful, add your vote and let us know how you'd expect the Item Code to be handled in the Peppol output.
Jennifer Torr
supported this idea
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6 votes
Thanks for sharing this idea with us, and for letting us know this change would be helpful for you 😊
We’ve now moved your idea to Gaining Support so that other customers can vote on it and add their feedback too. This helps our product team better understand how many people are looking for this and the impact it could have.
If this is something others would also find useful, we’d encourage them to add their vote and share a little more about how this would help their workflow.
Jennifer Torr
supported this idea
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3 votes
Thanks you for adding this idea Frank, its appreciated you explaining that being able to add a template for receipts as well as invoices is something you would like to see in the contact file. This idea is now open to votes and comments and you can share this with your friends and colleagues so we can get a gauge of community support. We will update the idea here if there are any changes.
Jennifer Torr
supported this idea
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4 votes
Thanks for bringing this idea to the community.
We understand the request to delete invoice templates that are no longer needed without having to replace them with another template. Having more flexibility to manage historical templates could help keep your invoice settings organised.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
Jennifer Torr
supported this idea
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3 votes
Appreciate you sharing this idea, Nic. The key request here is to support multi-cell clipboard pasting in the invoice line-item grid. Copying several cells from a spreadsheet could then populate multiple invoice rows and columns in one action.
This could make entering large invoices much quicker, particularly when the information has already been prepared in spreadsheet.
I’ve moved this to Gaining Support so we can continue gathering feedback. If you’d find this useful, let us know how you currently transfer spreadsheet data into invoices.
Jennifer Torr
supported this idea
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27 votes
An error occurred while saving the comment Jennifer Torr
commented
Every extra tap and click just grinds us down. Default quantity of 1 is obvious. I mean who invoices for 0 items.
Jennifer Torr
supported this idea
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23 votesJennifer Torr
supported this idea
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79 votes
Hi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.
While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks
Jennifer Torr
supported this idea
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70 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Jennifer Torr
supported this idea
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Rounding also creates friction with the reconciliation of transactions. This is very annoying and time wasting - instead of one click to reconcile a bill payment, this means searching for the bill and then editing the bill. Not rounding the total GST is a must. I don't know what is in the back end but why round at all? Couldn't you "round" the displayed GST but not actually round it for the purposes of calculation. As others have noted this is accounting software - correct calculations matter. I am a sole trader and I am considering the benefits of AI agents to do my accounting - for a slightly higher monthly cost I can have bespoke accounting capabilities, from downloading and processing bills and receipts from emails, naming and filing documents, creation of spreadsheets and dashboards, accountant ready packages, identification of missing documents (all in the last week) as well as all the other functions I'm starting to dream up. Xero needs to fix the bugs that have been time stealing irritants for years or people like me will walk.