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4 results found

  1. Notes - Ability to Tag users

    It would be really useful to be able to tag users in the notes of documents, like to create a task or ticket so they are aware of whatever is needed to be changed/be aware of regarding a certain bill.
    Otherwise an internal communication/ ticket/email needs to be sent, this would simplify all the daily work and make the notes actually useful

    16 votes

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    submitted  ·  3 comments  ·  Contacts & communication  ·  Admin →
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  2. Customer Statements - Totals for each column

    It would be useful to look at an activity statement to see how much a certain contact has been invoiced regardless of whether they have paid or not. At present, I can only see outstanding balances.

    3 votes

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    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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  3. Xero dashboard - See client code in quick search

    We often use the quick search feature in Xero, and it is often used just to get the client code for files. It would be incredibly helpful if the client code populated next to the client name in the quick search bar to make it easier to see

    7 votes

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    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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  4. Contract management

    Create a full document management suit that links into invoicing including agreed increases reminders and renewals. Look at a integrated solution with online signing ability like Videosign: https://www.videosign.co.uk/

    8 votes

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    2 comments  ·  Contacts & communication  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team we appreciate support in this idea, however as previously shared we don't have any current plans for extending files to accommodate what's being asked here. 

    We're continuing to keep a watch on the support for this, and recommend exploring the Xero app store if this is something you need right now.

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