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38 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 😁
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Peter Strong
supported this idea
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32 votes
An error occurred while saving the comment Peter Strong
commented
When I create invoices, Xero uses the first name field of the primary person in the contact record as the name after “Dear”. I create my contacts by importing them from another system via CSV, but there does not appear to be any way to populate that field automatically on import. That means I have to manually edit the contact in Xero every time I create a new one.
As a developer, I cannot begin to explain how irritating that is when you are doing it for the 200th time.
Peter Strong
supported this idea
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Xero bundles Hubdoc with its product, and Hubdoc is an excellent way of managing supplier invoices. Send a PDF attachment to the Hubdoc email address and it can be processed, reconciled, and retained as a proper PDF record.
So why is Xero, of all the services I use, one of the few that does not seem to give me the option to receive its own invoices as PDF attachments?
Instead, I have to click a link, open the invoice, download the PDF manually, and then send it on to the very document-processing system that Xero itself provides.