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5 results found
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64 votes
Sharni Jago
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79 votesSharni Jago
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36 votes
Hi team 👋
I'm Johnathan, one of the Product Managers in Invoicing.
With an aim to reduce the manual burden of entering invoices and automating more workflows for our users, we're diving deeper into how we might solve needs in the idea here.
I'd love to connect with some of our customers directly, to better understand your use and workflows with invoicing in Xero!
If you'd be interested in giving up a little of your time please book in via this Calendly link - I look forward to meeting with you soon
We'll work with the community team to round back and keep you updated of where this research takes us 😁
Sharni Jago
supported this idea
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310 votes
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.
Sharni Jago
supported this idea
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38 votes
An error occurred while saving the comment Sharni Jago
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I prepare Doctor RCTI's every two weeks. The process of reworking a purchase order is time consuming. Not to mention I can't change the title of the PDF copy emailed via Xero to remove "Purchase Order". The ability to just create a RCTI and email directly out of Xero with the appropriately named would be amazing!