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  1. Xero bundles Hubdoc with its product, and Hubdoc is an excellent way of managing supplier invoices. Send a PDF attachment to the Hubdoc emai

    2 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Peter Strong shared this idea  · 

  2. hen 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 con

    1 vote

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Peter Strong shared this idea  · 

  3. New invoicing | Contact - add additional people on the fly

    32 votes

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    submitted  ·  22 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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  ·