226 results found
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Email Templates - Consistency in placeholders with invoice templates (e.g Expiry date)
I have just spend over an hour trying to add the 'Expiry Date' to my Quote emails.
I attempted so many ways of adding [Expiry date] as is written on the quote in Xero; however, it just wouldn't work. I found other suggestions that did not work, until FINALLY I found that you have to add this field in your email template as [Expiry].
Now... when all of the other fields are listed in the template, exactly as they show up in Xero; why would you not have the Expiry date the same????
Please have this amended so that there…
1 vote -
Client Details - Hide Blank or Unnecessary field in XPM Client data
Ability to remove unnecessary fields when setting up a client in XPM or ability to hide the blank fields after the setup so that they don't show up in the Client Details Tab. The purpose is to see the fields with details on them only and to make them look neat and tidy. Please see attached.
1 vote -
Branding - Feature for producing customised stationery
It would be helpful if there was a section on Xero dedicated to personalised editable stationery. Letterhead, envelopes with logo etc
1 voteHi Andrea, there are certain places in an organisation that you have the ability to upload a logo and include this on items such as invoicing and reporting, however this isn't something we have plans to expand for a full suite of stationary.
For now, you may find a connected app in Xero's marketplace that can fulfill this need and more. 🙂
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Projects: Remove staff from project
Being able to remove or delete staff in Project Timesheet
1 vote -
User Role: Ability to have a user add Xero Support
There would appear to be no granular option to allow trusted users to directly add Xero Support when an issue appears. Currently, the only option would be to allow these users the more global option of creating, editing and deleting users which I would rather limit.
1 vote -
Organisation Settings: Option to one-click copy ABN to clipboard
The ability to copy with one click an entity's ABN without spaces so that it can be pasted in ABR
1 vote
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